What we do

We provide a range of professional advisory and compliance services to help you plan and achieve your business goals through forecasting, benchmarking, strategy, and budgeting. Sound business and financial advice go well beyond helping you lodge your tax return (although we offer that too), and we tailor our service to align with your vision.

  • Financial Review – Review business financials, Xero, Systems, Company accounts
  • Annual Accounts for Company/Trust/Partnership/Sole trader – end of year accounts and tax return
  • G.S.T. Returns – review coding, queries, file return
  • PAYE Returns – review wages, work out PAYE to I.R.D.
  • A.C.C. – cover plus, cover plus extra
  • Annual Company Returns – annual review on companies office
  • Fringe Benefit Tax Returns – review fringe benefits provided, including personal use of vehicles, file return.
  • Tax Planning – develop tax strategy and plan scheduled tax payments
  • Budgeting – agreed financial boundaries
  • Cashflow Forecasting – What does the plan look like, managing cash fluidity
  • Benchmarking – what is possible in your industry
  • Financial Targets – Goals for the next 1,2,3,4, and 5 years
  • Financial Strategy – prioritise projects with timelines
  • Financial Reviews – Review variances, cashflow and strategy
  • Succession Planning – define success
  • Mergers and Acquisitions – facilitate process and accountancy work
  • Technology Review – review on-site business systems
  • Xero Set-Up – register and prepare client to set up Xero and review
  • Trust Review – conduct annual review ensuring compliant
  • Business Planning – set vision, mission, strategy etc.
  • Xero Training – coding, invoicing, budgets, reports etc
  • Understanding Your Financials – profit and loss, balance sheet, current accounts, tax
  • Tax Training – updates, what’s claimable, what’s not claimable.

The road to success can be a tumultuous one. We can help you navigate it with sound business advice and strategic thinking.

To find out more on our services and how we can help your business contact us on 06 843 2876 or email us today


Huddle is a small team of industry-leading financial experts, advisers, and forward-thinking strategists.

Get In touch with huddle

Good advice takes time, and your journey starts with a conversation, so call, send us an email or pop in and say ‘hello’.

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