BUISNESS ADVISORY
Your numbers are telling
you something. Do you know what?
Most business owners look at their accounts once a year. We look at
them every month — and turn what we see into specific actions that
improve profit, cash flow, and growth.
FOR AMBITIOUS NZ BUSINESS OWNERS
Stop managing your business.
Start building it.
Stop managing your business.
Start building it.
Compliance keeps you legal. Advisory makes you wealthy. Our business advisory service gives you a strategic partner who knows your numbers, challenges your thinking, and holds you accountable to your goals.
✓
Entrepreneurs wanting to build, buy, or scale a successful NZ business
✓
Business owners who need to identify and eliminate profit leaks
✓
Leaders making major decisions — hiring, expanding, launching
✓
Anyone who wants their accountant to actually help them grow
FULL ADVISORY SCOPE
What your dedicated business advisor does for you
Included in our Clarity ($297/mo) and Growth (custom) plans.
Included in our Clarity ($297/mo) and Growth (custom) plans.
Included in our Clarity ($297/mo) and Growth (custom) plans.
🎯
Business Strategy & Planning
Clear goals with a structured roadmap. We plan with precision, not guesswork.
🎯
Business Strategy & Planning
Clear goals with a structured roadmap. We plan with precision, not guesswork.
🎯
Business Strategy & Planning
Clear goals with a structured roadmap. We plan with precision, not guesswork.
📈
Cash Flow Forecasting
12-month rolling forecasts. You’re always prepared — never blindsided by cash shortages.
📈
Cash Flow Forecasting
12-month rolling forecasts. You’re always prepared — never blindsided by cash shortages.
📈
Cash Flow Forecasting
12-month rolling forecasts. You’re always prepared — never blindsided by cash shortages.
📊
KPI Tracking & Reporting
The right metrics, measured every month. Know exactly how your business is performing.
📊
KPI Tracking & Reporting
The right metrics, measured every month. Know exactly how your business is performing.
📊
KPI Tracking & Reporting
The right metrics, measured every month. Know exactly how your business is performing.
🔄
Business Structure Review
Is your structure still tax-efficient? We review and optimise as you grow.
🔄
Business Structure Review
Is your structure still tax-efficient? We review and optimise as you grow.
🔄
Business Structure Review
Is your structure still tax-efficient? We review and optimise as you grow.
🚀
Growth & Scaling Advice
Ready to grow? We help you scale profitably — new staff, locations, revenue streams.
🚀
Growth & Scaling Advice
Ready to grow? We help you scale profitably — new staff, locations, revenue streams.
🚀
Growth & Scaling Advice
Ready to grow? We help you scale profitably — new staff, locations, revenue streams.
🛡
Risk & Succession Planning
Protect what you’ve built. Identify risks and plan leadership transitions.
🛡
Risk & Succession Planning
Protect what you’ve built. Identify risks and plan leadership transitions.
🛡
Risk & Succession Planning
Protect what you’ve built. Identify risks and plan leadership transitions.
🤹
Coaching & Accountability
Regular sessions with your advisor. Stay on track, make better decisions faster.
🤹
Coaching & Accountability
Regular sessions with your advisor. Stay on track, make better decisions faster.
🤹
Coaching & Accountability
Regular sessions with your advisor. Stay on track, make better decisions faster.
🔍
Profit Improvement Analysis
We find money hiding in your business — pricing gaps, margin leaks, missed revenue.
🔍
Profit Improvement Analysis
We find money hiding in your business — pricing gaps, margin leaks, missed revenue.
🔍
Profit Improvement Analysis
We find money hiding in your business — pricing gaps, margin leaks, missed revenue.
📋
IRD & Compliance
All compliance handled. You focus on business; we deal with IRD.
📋
IRD & Compliance
All compliance handled. You focus on business; we deal with IRD.
📋
IRD & Compliance
All compliance handled. You focus on business; we deal with IRD.
The advisory difference
What changes when you have a real advisor
WITHOUT ADVISORY
Flying blind — no idea what your numbers mean
Finding out about problems after they happen
Making major decisions on gut feel
No plan for what happens if you can’t work
Leaving profit on the table every month
WITHOUT ADVISORY
Flying blind — no idea what your numbers mean
Finding out about problems after they happen
Making major decisions on gut feel
No plan for what happens if you can’t work
Leaving profit on the table every month
WITH TAX HERO ADVISORY
Clear numbers, explained in plain English every month
Problems spotted and fixed before they hurt you
Data-backed decisions you can make with confidence
Succession and exit plans built into your strategy
Profit optimised — every quarter, every year
WITH TAX HERO ADVISORY
Clear numbers, explained in plain English every month
Problems spotted and fixed before they hurt you
Data-backed decisions you can make with confidence
Succession and exit plans built into your strategy
Profit optimised — every quarter, every year
WITH TAX HERO ADVISORY
Clear numbers, explained in plain English every month
Problems spotted and fixed before they hurt you
Data-backed decisions you can make with confidence
Succession and exit plans built into your strategy
Profit optimised — every quarter, every year
Why Tax Hero
Why hundreds of NZ businesses choose us
💰
Fixed Fee — No Surprises
From $99/mo. You know exactly what you pay every month. No hourly billing, no hidden extras, no year-end shock invoices.
💰
Fixed Fee — No Surprises
From $99/mo. You know exactly what you pay every month. No hourly billing, no hidden extras, no year-end shock invoices.
🎯
Proactive Tax Planning
We don’t wait for you to ask. We actively find legal ways to reduce your tax bill and keep more money in your business every year.
🎯
Proactive Tax Planning
We don’t wait for you to ask. We actively find legal ways to reduce your tax bill and keep more money in your business every year.
🤝
Dedicated Accountant
Your own accountant who knows your business. 4–6 hour response times. All work done in-house — never outsourced overseas.
🤝
Dedicated Accountant
Your own accountant who knows your business. 4–6 hour response times. All work done in-house — never outsourced overseas.
☁️
Switch in 48 Hours
We handle the entire transition from your old accountant. You sign up today, we take care of everything. Live within 48 hours.
☁️
Switch in 48 Hours
We handle the entire transition from your old accountant. You sign up today, we take care of everything. Live within 48 hours.
Is your business performing at its true potential?
Book a free 15-minute business review. We’ll show you exactly where the opportunities are hiding.
Book a free 15-minute business review. We’ll show you exactly where the opportunities are hiding.
Innovative accounting and tax solutions for NZ businesses. Trusted by 500+ clients across Auckland & Hamilton.
Services
Company
Innovative accounting and tax solutions for NZ businesses. Trusted by 500+ clients across Auckland & Hamilton.
Services
Company
Innovative accounting and tax solutions for NZ businesses. Trusted by 500+ clients across Auckland & Hamilton.
Company
Services
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