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UHY Haines Norton
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Products & Services

25 Day Turnaround
Accounting
Strategic Planning
Taxation
Business Planning
Succession Planning
Financial Analysis
Business Management Systems
Business Development
Retirement Planning
Business Valuation
Audit

UHY Haines Norton 25 Day Turnaround

A key difference between UHY Haines Norton and other Accountants is that we schedule when your financial statements will be prepared.

The aim of scheduling is to match the supply of our staff resources with work demand so that our clients can have certainty on:

  • when we require your information
  • and when your financial statements will be completed.

As part of our workflow system we will try to ensure you have the same Accountant allocated to you for the production of your accounts each year. This saves you having to re-explain aspects of your business to a new person each year.

Under this system the records collection interview will generally be conducted by either the Accountant who is going to prepare your accounts or the person who is going to perform the quality review on your accounts.

How We Can Help With Your Record Keeping

You can help us complete the work as efficiently and accurately as possible by keeping your records in the best possible order.
To help you to do this we will supply you with a standard records folder which is designed to help you organise all the information needed to prepare your financial accounts.
(Please note: not all clients are issued with folders).

Records Collection Meetings

Every year we will send you a small pack of documents that includes; a new records folder, details of the procedures involved in the preparing of your accounts for the preceding year, and an annual business checklist which you must complete and bring along to a meeting with us.

This meeting enables us to do two key things that can speed up the preparation of your accounts. We can:

  • Discuss what has happened in your business in the past year
  • Check that all the information we need is available before we start preparing your financial statements.

Talk to us about how we can provide you with timely delivery of your financial information:

Tim Livingstone - Email: timl@uhyhn.co.nz - Tel: (09) 839 0298

Grant Brownlee - Email: grantb@uhyhn.co.nz - Tel: (09) 839 0297

Kerry Tizard - Email: kerryt@uhyhn.co.nz - Tel: (09) 839 0300

Mark Foster - Email: markf@uhyhn.co.nz - Tel: (09) 839 0299

John Ballard - Email: johnb@uhyhn.co.nz - Tel: (09) 839 2200

Sungesh Singh - Email: sungeshs@uhyhn.co.nz - Tel: (09) 839 2184

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Accounting

At UHY Haines Norton we know our clients want to keep their compliance costs down and at the same time know they can rely on the accuracy of the work done by their accountant.

We have developed systems that mean we can deal with our clients’ work in the most time and cost efficient way, without compromising the quality of the results.

At UHY Haines Norton, we work in teams, which allow us to utilise the most appropriate level of expertise for the job in hand. This means where a job is straightforward we can keep our costs down.

UHY Haines Norton Accounting Services

Our services in this area include:

  • Annual Accounts
  • GST returns
  • PAYE
  • Income tax returns
  • Business Tax returns
  • IRD disputes and liaison

We are happy to provide a free, no obligation independent assessment of your personal and business financial affairs.

For further details contact any of the partners or info@uhyhn.co.nz

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Strategic Planning

It is a common feature for owners of a business to feel their personal battery beginning to run flat. The initial goals have been achieved and the question "where to from here?" arises.

Strategic Planning is a formalised process that helps business owners and managers assess and understand the big picture.

  • Where are we now?
  • Where do we want to be (i.e. our ends, outcomes, purpose, and vision)?
  • How do we get there?
  • How do we know when we’ve got there?

The majority of New Zealand business owners go into business with the intention of being financially independent and to have more freedom to do the things they want to do. Many end up with the exact opposite.

Strategic planning is the first essential step in ensuring you and your business are moving in the right direction toward achieving you’re your business and personal goals. Strategic planning sets the foundation for every activity that occurs in the business so those objectives are achieved.

We have the expertise to help clients though this process. Our strategic planning services can help you work out a clear sense of direction, and get your team on board too.

UHY Haines Norton Strategic Planning Services

Our services in this area include:

  • Market analysis
  • Company performance analysis
  • Financial analysis
  • Succession planning

We are happy to provide a free, no obligation independent assessment of your personal and business planning requirements.

For further details contact any of the partners or info@uhyhn.co.nz

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Taxation

Paying tax is generally more acceptable when you are prepared for it. At UHY Haines Norton, we have years of experience in dealing with the IRD and understanding their requirements. We will work through with you, the best way of dealing with your tax obligations and how to meet them.

Our taxation compliance service assists you and your business in complying with your legal obligations under Income Tax, GST, Fringe Benefit Tax and other tax legislation. This includes preparing all types of Inland Revenue tax returns and forms, lodging them on your behalf and administering the IRD assessment process.

We offer peace of mind knowing that your taxation affairs have been handled professionally. This substantially reduces the risk of you incurring IRD penalties.

UHY Haines Norton acts as your agent in dealing with the IRD. There is no need for you to deal directly with their officers. We handle the paperwork, the telephone calls and if you get audited by the IRD we can usually arrange for the audit to occur at our offices.

UHY Haines Norton Taxation Services

Our expertise in this area includes:

  • Provisional and forecast taxation
  • Tax structuring
  • IRD liaison
  • Tax disputes

We are happy to provide a free, no obligation independent assessment of your personal and business taxation obligations.

For further details email Jim: jmartin@uhyhn.co.nz

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Business Planning

A Business Plan is an excellent way of communicating the different elements of your business and business goals in a logical and balanced manner. It brings together the financial and non-financial elements of the business. This assists all stakeholders to understand the operational and financial targets that have been set.

A Business Plan provides an owner with an overview of the business in regard to:

  • Vision and objectives
  • Products
  • Competition
  • Technology
  • Industry data
  • Financial plans and targets
  • Sales and marketing plans
  • Financial projections and forecast

UHY Haines Norton Business Planning Services

Our expertise in this area includes:

  • Planning
  • Forecasting
  • Systems analysis
  • Industry analysis
  • Market analysis

We are happy to provide a free, no obligation independent assessment of your personal and business taxation obligations.

For further details contact any of the partners or info@uhyhn.co.nz

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Succession Planning

Well-managed businesses plan and budget for sales, expenses, cash flow and growth. At the same time they should also plan for and anticipate the various changes that occur to a business which are caused through death, disability or retirement of a key person or any other event that may cause problems within the business.

A vast majority of businesses do not have a formal succession plan in place. Ignoring considerations as to the financial arrangements and rearrangements that will be necessary in a business in the event of the death, disablement or retirement of a key person, can dramatically effect the value of a business. The worse case scenario – the business itself could collapse and the family would be left with immense problems.

Retirement and death will occur to all business operators. After all the sweat and toil that has gone in to establishing a business, some consideration should be given to what will happen to that business when the current principal or key persons are no longer available. The best time to start succession planning is at the very beginning of the life of the business.

UHY Haines Norton Succession Planning Services

Our expertise in this area includes:

  • Needs Analysis
  • Succession Planning Meeting Facilitation
  • Succession Plans & Implementation.

For further details contact any of the partners or info@uhyhn.co.nz

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Financial Analysis

Increasingly many businesses need more than a set of financial statements prepared. They need to be able to plan ‘where to from here’ for future business growth and stability. By analysing financial statements, businesses can understand significant trends, distortions and achievements. Using historical data as a starting point business owners can plan for future growth and financial improvement across the board and consider varying ‘what if’ scenarios.

UHY Haines Norton Financial Analysis Service

Our expertise in this area includes:

  • Trend Analysis
  • Financial Statement Analysis by means of a financial analysis tool to allow ‘what if’ considerations
  • Business Benchmarking Analysis
  • Business Annual Reviews

For further details contact any of the partners or info@uhyhn.co.nz

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Business Management Systems

Sound management systems can only be made using information produced by sound information systems. Many businesses suffer from a lack of systemisation. The symptoms of this are:

  • Overworked owners
  • Inefficiency
  • Duplication of work
  • Wasted resources
  • Unhappy and frustrated staff

UHY Haines Norton Business Management Systems Services

Our expertise in this area includes:

  • Analysis of end user needs
  • Outsourcing of software and hardware
  • Design of manual control systems around computer systems
  • System installation and monitoring
  • Assisting clients to develop their understanding and control over their business

At UHY Haines Norton we take a practical unbiased approach to ensure you have the right system to suit your requirements.

We are happy to provide a free, no obligation independent assessment of your personal and business taxation obligations.

For further details contact any of the partners or info@uhyhn.co.nz

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Business Development

Business Development is not simply just increasing sales. It involves all aspects of how the business operates the market it operates in, having the skills needed to either introduce new products or even maintain the quality of existing products. It is about planning, but also about implementation. It needs a thorough understanding of how your business operates.

UHY Haines Norton can provide you with balanced, sound guidance that is based on many years of experience in business dealing with a wide variety of clients and industries.

Our aim is not only to problem solve but also to use our experience, resources and business networks to help you develop and grow your business so that you can prosper.

The extent of our advice to you can range from a five-minute phone call to you to point you in the right direction, to becoming an integral member of your Management team or Board of Directors.

UHY Haines Norton Business Development Services

Our expertise in this area includes:

  • Market analysis
  • Key Performance Indicator Analysis
  • Business Planning
  • Project financing

We are happy to provide a free, no obligation independent assessment of your personal and business taxation obligations.

For further details contact any of the partners or info@uhyhn.co.nz

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Retirement Planning

Retirement Planning is the process of setting financial and non-financial goals that you would like to have achieved by the time you retire. Plans that mean you will be able to retire and maintain the standard of living that is acceptable to you.

It also involves asset protection — putting in place an appropriate financial structure to preserve and protect the wealth you have created in your lifetime.

If you are in business, part of your retirement plan should include a succession plan. This makes provision for your orderly’exit’ from the business. Succession planning may involve simply grooming someone to replace you. It could mean putting in place a comprehensive programme of systematizing your business so that you can sell a ‘turnkey’ operation for maximum value.

UHY Haines Norton Retirement Planning Services

Our expertise in this area includes:

  • Asset and income assessment
  • Investment advice
  • Portfolio management
  • Estate planning
  • Trusts and asset protection

We are happy to provide a free, no obligation independent assessment of your personal and business taxation obligations.

For further details contact any of the partners or info@uhyhn.co.nz

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Business Valuation

A valuation provides a starting point you often need in assessing the value of shares or a business.

For buyers investing a great deal of money to acquire a business, no one wants any surprises. As a buyer you will need to carry out thorough due diligence of all aspects of the business. For sellers, there are risks in providing potential buyers all your business information. What if the potential buyer is a competitor?

Whatever you need a valuation of a business for, it is important to get good advice.

Typically, business valuations are required in the following circumstances:

  • purchase, sale or merger of a business or any of its related assets;
  • management buyouts;
  • family and succession planning;
  • joint ventures;
  • review of potential investments;
  • due diligence;
  • minority shareholdings;
  • restructuring;
  • dispute resolution (including litigation)

We will listen to your requirements and apply our extensive experience. When it comes to valuations we can provide you with intelligent solutions. The combined experience across our entire range of service solutions also compliments our valuation expertise.

Please contact Kerry Tizard 09-839 0300

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Audit

An audit is an independent assessment of the financial statements of your organisation as to whether they show a true and fair view.

UHY Haines Norton specialises in providing comprehensive audit services to its clients. This means we can provide a Financial Statement Audit where required by statute or regulation.

We can also provide a company or organisation ‘Health Check’. This ensures that your management and financial systems are working effectively and efficiently.

Many accountants do not offer full auditing services, however we have developed this specialty to ensure that we can offer full accounting and business services to our local and international clients. To this end in May of 2005 we were admitted as a member of the Public Company Accounting Oversight Board (PCAOB), PCAOB is a private sector, non profit US organisation created by the Sarbanes-Oxley Act of 2002 to oversee the auditors of public companies in order to protect the interests of investors and further the public interest in the preparation of informative, fair and independent audit reports.

Who needs to get audited PDF document can be downloaded by clicking here.

Our UHY Haines Norton Audit Services:

  • We have professional and friendly staff.
  • We guarantee compliance with the Codified Auditing Standards issued by the Institute of Chartered Accountants of NZ.
  • Efficiency is guaranteed, resulting in quality work being delivered on a timely basis for a reasonable fee.

We are happy to provide a free, no obligation independent assessment of your audit needs.

For further details contact Sungesh Singh info@uhyhn.co.nz or 09 839 2184

PCAOB

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Taxation Specialist

Jim Martin

Jim Martin

Jim is who clients think of when they think of a “tax expert”.

He comments “Clients need to sleep easy in this area. When they pass their taxation issues to us they can be confident that they are in good hands.”

He knows what is happening in your business and what to do about it. Understanding the implications and being knowledgeable about appropriate structures means he can implement real solutions that really work.

These are essential elements in understanding any client’s taxation needs.

With Jim at its head, the tax consultancy division provides clients with specialist tax advice on all areas of taxation including such aspects as:

  • Ensuring you pay no more tax than you have to
  • Land transactions and associated business structures
  • Trans-Tasman and other International tax matters – optimising tax efficiency and cash flow
  • Overseas Investments
  • Advising businesses contemplating unusual or one-off transactions
  • Helping clients resolve any difficulties encountered with IRD
  • and many other vital areas that maximise your profitability.

“Taxation is an ever changing area and our division is committed to continued learning to ensure our tax advice is at the cutting edge and that we always provide only the very best solutions within the laws. We want as much of our clients money in their pockets as possible!”

Working closely with other divisions (especially compliance and audit), Jim’s division adds a highly important and competent component to the UHY umbrella of protection and advice we provide our clients.

Contact Jim on: 09 839 0241

jmartin@uhyhn.co.nz

Business Improvement manager

Mike Jamieson

Michael Jamieson

Michael is our Business Improvement Manager. Many clients can get far more out of their business without major investment – very often simply using the accounting systems they already have in place, but using them smarter.

By applying the right software, we can help clients redefine organizational goals and achieve those goals, by the use of monthly key performance indicators and financial statements.

Contact Michael on: 09 839 0246

mjamieson@uhyhn.co.nz

 
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