Not-for-profit Accounting Services
Optimise your impact with the right financial advice
Not-for-profits and charities have a distinct challenge compared to for-profit organisations: finding the balance between costs of their core operation, versus directing resources towards their intended impact. Good financial management is critical for demonstrating this impact to stakeholders. Our experience in this area enables us to assist you, and work collaboratively with you to ensure that your organisation meets all reporting requirements (management, statutory and for funding purposes).
Let's work together
Annual Advisor
Compiling your annual reports to ensure compliance with the appropriate reporting requirements (Charities Act and/or Incorporated Societies Act).-
Annual financial statements
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Income tax return (if required)
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Collation for audit
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Budget preparation
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Email and phone support
Monthly Advisor
Get senior-level accounting support without relying on more costly in-house resourcing and ensure that timely information is produced.-
Annual financial statements
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Income tax return (if required)
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Collation for audit
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Budget preparation
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Email and phone support
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Monthly online transaction review
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GST returns
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Customised dashboard for KPIs
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Preparation of financial reports for Board Meetings
Add-on Payroll Services
Administering your wages is time consuming and complex. Let us take care of this for you with monthly payroll support-
Payroll processing
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PAYE, Kiwsaver & leave processing
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Monthly IRD filing
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Administration of incentive schemes, bonuses and termination payments
Getting started
We believe that success comes through collaboration, so before we can get started, here’s what we need from you:
- A meeting with you to determine the services that are required
- Access to your online accounting and/or payroll software
- Complete our required onboarding information
Working together
Our proactive approach relies on your commitment to assist us, including:
- Providing a responsive key contact for queries
- Keeping up to date with tax obligations
- Providing us with all necessary information as requested
Need additional accounts administration support?
Learn about our Bookkeeping and Secretarial support plans.
Services that work for the way you do business
Our monthly plans are designed around your requirements, ensuring you’re getting everything you need, without paying for services you don’t. Reach out to chat to our team, tell us more about the support you’re looking for, and we’ll create a tailored plan to suit your goals.
