WE'VE MOVED

TO 181 HIGH STREET CHRISTCHURCH

Phones & emails will remain the same.

Our Services

Our aim is to provide you with advice when your business needs it – not just when you ask for it.

We’ll help you manage every aspect of your business, and because we establish a one-on-one relationship with each of our clients, our advice will be tailored for your business.

We’ve developed our traditional accounting practice into innovative client-focused services. Our flexibility & adaptability will ensure we can help you get the best results

Below we have listed the services that we offer to our clients. This list is by no means exhaustive, and our team of friendly staff would be more than happy to take enquiries about any services you do not see listed.

Business Services

Bookkeeping & Accounting >

Bookkeeping & Accounting

Modern business demands up to date accurate financial information.

We can relieve you and your staff of an enormous burden by taking care of many of your bookkeeping and accounting needs, including the preparation of your annual accounts and periodic management accounts for tax, GST, business appraisal and planning purposes.

We will discuss your requirements with you and provide you with tailored information and constructive advice on a regular basis.

Budgeting >

Budgeting

A good budget is a necessity in a good business plan. It is one of the best business tools we have, allowing us to set financial targets and measure our performance.

The techniques we utilise in the formation of financial projections will allow you to consider future scenarios and give you goals to strive for in your business.

In addition to goal setting value, budgets will often improve your chances of acquiring funding as financers often require forecasts as a prerequisite for funding approval. Cashflow forecasting is a vital part of ensuring your business will always have the cash it needs, because profits don’t pay bills – cash does.

There are many types of budgets and we can help you design the right budget for your needs and requirements. Let us show you how a budget and a cashflow forecast are able to provide feedback to allow you to prepare for the future of your business.

Business Start-up >

Business Start-up

Let us help you turn your business idea into a reality.

If you have a good idea for a new business venture but don’t have expertise in the legal or financial aspects of creating a new business, we can help you:

  • Decide on the most suitable structure for your business – sole trader, partnership, or limited company
  • Prepare a business plan, cashflow projections, budgets, and trading forecasts
  • Assess your finance requirements, advise on the best sources of finance, and draw up the necessary proposals
  • Establish a good working relationship with your bank
  • Complete any registration procedures with Companies Office, Inland Revenue, or Customs and Excise
  • Deal with company secretarial issues
  • Set up a recording system for your internal use and for complying with statutory requirements
Cashflow Forecasting >

Cashflow Forecasting

Have you ever wondered if you are holding too much inventory? Is this the right time to expand your business? Are you going to have enough cash to pay all expenses every month?

Survival in today’s business climate requires you to spend more time working on your business rather than in the business.

We can provide you with accurate, timely and informative cashflow reports – allowing you to:

  • Realise and understand when cash is available
  • Plan and prepare for expansion, stock control, and taxes
  • Analyse and anticipate key expenses

Armed with this information, we’ll work with you to develop action strategies to improve your bottom line.

Financial and Investment Planning >

Financial and Investment Planning

Financial planning ensures your financial goals can be met through the development of comprehensive and effective strategies that will strengthen your financial security. These strategies provide a source of income other than your business or employment income.

We are able to link you to qualified and experienced financial and investment planning specialists that we know share many of the same philosophies as us. They are able to assist our clients and help them achieve the best results possible.

 

Financing >

Financing

A wide range of financing options exist, all with their pros and cons. At Walker Davey Searells we know the financial market, and have the experience to assist you in securing the best financing option for your personal and business goals. Our experience in the market means we are also able to structure debt upon acquisition to maximise tax advantages.

Let our experienced team explore with you the best financing options to get your business closer to its goals.

Management Consulting >

Management Consulting

Our aim is to ensure your business achieves the potential it’s capable of. We have the know-how and experience to offer advice to help you run your business more effectively.

We are practiced in acting as a sounding board for management, bringing to the relationship years of experience in business growth. We can identify key performance indicators in your business, through which you will see the positive changes occurring with the help of our professional consultants.

We are able to check your business is as competitive, focused, and profitable as it can be. We then offer flexible strategies, designed to address the issues affecting your business.

Let us give your business a health check. Take the practical advice we can give to ensure the continual success of your venture.

We are practiced in acting as a sounding board for management, bringing to the relationship years of experience in business growth. We can identify key performance indicators in your business, through which you will see the positive changes occurring with the help of our professional consultants.

We are able to check your business is as competitive, focused, and profitable as it can be. We then offer flexible strategies, designed to address the issues affecting your business.

Let us give your business a health check. Take the practical advice we can give to ensure the continual success of your venture.

 

Office Duties >

Office Duties

Here at Walker Davey Searells we understand the day to day office duties are not everyone’s cup of tea. To this end we are happy to help out with some or all of the following services:

  • Wages processing
  • Payment and processing of creditors
  • Collection and banking of debtors
  • Various secretarial tasks
  • Training in office duties
Payroll Services >

Payroll Services

Administering your payroll can be time-consuming and divert you from the core activities of your business. Payroll & employment legislation is growing increasingly complex.

We can relieve you of this burden by providing a comprehensive and confidential payroll service, including:

  • Customised payslips
  • Administration of PAYE, statutory sick pay, annual leave etc
  • IR-Filing to the IRD
  • Summaries and analyses of staff costs
  • Administration of incentive schemes, bonuses and termination payments

Even if you have only a few employees, you will make savings by engaging us to administer your payroll.

Portfolio Management >

Portfolio Management

Managing a share portfolio can be a minefield for many.  Walker Davey Searells has links and personal contact with a number of highly qualified and experienced brokers within Christchurch.

They are able to provide the people, tools and methods required to effectively manage your investment portfolio.  They will keep up with the changes in the investment market to help you maintain control of your investments while eliminating unnecessary risks.

Phone us for a referral to an experienced investment manager.

 

Software Solutions >

Software Solutions

Let us help you make the right choice when it comes to accounting software.

It is often difficult to sort the best software solution for your book keeping and accounting needs.  We have experienced people with the skills to assist you in making the task easier.

We are an MYOB and Xero approved practice and have an approved MYOB consultant and trained Xero staff qualified to assess, install and train in the product best suited to your business.

Advice and assistance with alternative accounting and book keeping solutions along with programmes to assist with those difficult payroll calculations is readily available.

 

Strategic Planning >

Strategic Planning

The pressures of daily business can often mean strategic planning takes a back seat – but to have a successful business you must plan ahead.

We’ll help you establish a strategic plan that looks at where you want your business to be in the next 3-5 years and exactly how you and your team can achieve these aims and objectives.

Your strategic plan will:

  • Define the characteristics of your company in three to five years
  • Identify your competitors
  • Define your objectives and financial goals
  • Put in place an effective implementation plan to achieve your goals

Specialist Services

Acquisitions & Mergers >

Acquisitions & Mergers

There are many scenarios in which you may wish to attain a business enterprise. Whatever the situation, Walker Davey Searells are able to take the stress out and maximise the opportunity for you.

Whether you are considering buying a business or merging with another business, we have the experience and the expertise you need. We ask the right questions, and find the necessary answers. Are you getting a good deal? Is the business right for you? Can you afford it? Have all avenues for future growth been investigated?

The services we provide incorporate every stage of the process – from identifying potential acquisitions, through to the negotiations of the commercial elements of the transaction, through to forecasting the future of the business. Incorporated in this is;

  • A review of your goals and objectives
  • Due diligence services
  • Preparation of financial forecasts
  • Advice on potential pitfalls and rewards involved in a merger
  • Assistance with purchase negotiations
  • Advice on financing
  • Assistance with preparation of a business plan

Calling on the skills of professionals’ means you will be far more likely to succeed with your business. Let  us show you how our business purchase experience can save you from stress, and provide you with the great opportunity a business acquisition or merger can be.

Charitable Trusts >

Charitable Trusts

Charitable trusts are trusts set up to hold money or assets and carry out activities for the benefit of the community. They may be formed for the purpose of:

  • the promotion of education
  • the relief of poverty
  • the promotion of religion
  • other purposes of benefit to the community

A charitable trust as registered by the Registrar of Incorporated Societies gains tax benefits when approved by the IRD. These tax breaks include the absence of gift duty on gifts to the trust and the absence of tax on income earned by the trust.

At Walker Davey Searells we know the practicalities of charitable trusts. Our experience in this area enables us to assist you in both setting up the trust and in using the trust to most effectively reach your charitable goals.

Company Secretarial >

Company Secretarial

Company legislation requires businesses to perform many administration tasks that take up a lot of valuable company time. The last thing you need as a business owner is to be stressed out trying to ensure you are complying with the Companies Act 1993.

The possible threat of penalties for failing to keep up with the changing rules is too great a risk to take.

At Walker Davey Searells we are able to relieve this burden for you. Our services include:

  • Company formations
  • Filing of annual returns on your behalf
  • Preparation of all documentation related to minutes and resolutions
  • Maintenance of statutory books
  • Assistance in changes of directors, shareholders, addresses, and office details
  • Bonus Issues
  • Share transfers
  • Registered Office Facility

 

Estate Planning >

Estate Planning

As unpleasant as the task is, estate planning is one of the necessities in life. It allows peace of mind knowing your hard earned assets will be dealt with in the manner you choose.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will is required to perform a number of duties. At Walker Davey Searells we are experienced in estate planning, and can guarantee the succession plan for your assets will be held to.

The areas involved in estate administration we are able to assist with include:

  • Meeting to discuss objectives for your estate
  • Confirming assets – valuations, inventories, appraisals
  • Court approval for a grant of administration
  • Documentation involved in estate planning
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution
  • Administration Act
Farm Accounting >

Farm Accounting

Farm accounting involves specific business, financial, and taxation issues, and as such requires a specialist understanding of the industry. At Walker Davey Searells we keep abreast of the developments in both the farming and accounting industries, putting us in a position to provide up-to-date and accurate advice.

Our services include:

  • Farm budgeting and cash flows
  • Farm sales and purchases
  • Ownership structures
  • Preparation of financial statements
  • Taxation
  • Succession planning
Forestry Accounting >

Forestry Accounting

Walker Davey Searells brings experience and industry specific knowledge regarding the set up and needs of Forestry Partnerships as well as the ability to provide on going accounting and management requirements.

We assist not only in completing the accounting requirements, but in providing expert advice to ensure your business increases profits and makes fully-informed financial decisions.

 

Human Resources >

Human Resources

Employees should be the biggest asset in any organisation.

In recognition of this, and to assist you make the most of this asset we are able to provide HR assistance.

There are several key areas we are able to assist with:

  • Employment Relations
    Includes advice on employment agreements, employment legislation, and employee policies and procedures.
  • Health & Safety
    Includes assistance with the implementation of systems to ensure compliance with legislation, training on health and safety.
  • Recruitment & Selection
    Includes assistance with advertising for employees, short listing, interviewing and reference checking.
  • Remuneration
    Includes support in administering the payroll, advice on remuneration levels, and guidance with incentive and bonus schemes.
  • Performance Management
    Includes assistance in identifying performance measurement criteria, training in how to carry out performance appraisals, guidance for managers in dealing with non-performance problems.
  • Strategic HR
    Involves aligning HR strategies with business objectives to ensure the development of a team to drive the improvement of business performance.
  • Change Management
    Includes implementing plans to achieve change in the workplace, training managers to guide their team throughout the change process, and outplacement services such as counseling and interview coaching.
International >

International

Geneva Group International (GGI)

Many of our clients are international in scope and so are we. Walker Davey Searells has experienced personnel and access to global resources to help entities targeting business opportunities in a foreign country meet their objectives.

Our global perspective is built on our association with independent firms with offices in six continents through a membership in Geneva Group International (GGI), a worldwide organisation of independent professional firms that, collectively, have more than 450 members with 650 offices in more than 115 countries.

Due to GGI’s expansive presence, we have established and strengthened extensive personal contacts with the other member firms, the partners of which we may now call on in virtually every business market worldwide to handle multinational tax and business assignments.  Our clients gain worldwide reach and experience, while maintaining local relationships and expertise.

To learn more about GGI, visit their website or call us on (+64) 3-379-1620

Rental Property >

Rental Property

At Walker Davey Searells we have the necessary expertise to assist in a variety of areas in relation to residential and commercial property.

The services we offer our clients include:

  • Advice on the purchasing of a property
  • Reviews of lease agreements
  • Advice on funding
  • Guidance in tax minimisation
  • Advice on ownership structure
  • Periodic reviews to ensure returns are maximised
  • Property administration

The importance of forecasts in making a residential investment cannot be emphasised enough. We are able to provide for you:

  • Forecasts of revenue returns
  • Forecasts of financial position
  • Forecasts of potential growth

 

Selling a Business >

Selling a Business

Selling a business can be an exciting but often stressful time.  Tasks involved in selling a business can seem particularly arduous.

Here at Walker Davey Searells we are able to relieve that stress for you.

The services we provide in relation to organising the selling of a business include:

  • Obtaining comparative results.
  • Establishing a realistic sale price.
  • Taking the business to the market.
  • Negotiating with potential purchasers.
  • Drafting a contract.

Our friendly and professional staff can assist you to get maximum return for your business.

Succession Planning >

Succession Planning

In ensuring the long term success of your business, it is critical to establish a well-designed succession plan. Coordination of the transition of your business to your successors can be an arduous process. However, with our years of experience we can address the complex issues of business continuation, taking the stress off your shoulders.

Trusts >

Trusts

A trust provides a valuable way of protecting the assets you have accumulated for the benefit of yourself and others.

We have extensive experience and so are able to offer specialist advice on Trust formation, ensuring all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in Trust administration will be invaluable.

We are able to:

  • Work with solicitors to prepare trust documentation
  • Attend to the special requirements involved in reporting for Trusts
  • Trust administration
    • Minute keeping service
    • Annual accounts
    • Taxation
    • Asset management
    • Income distribution
Valuations >

Valuations

An independent valuation provides you with answers to the questions you often need to ask about the value of a business. Am I getting the best price for the sale of my business? Is the asking price too much?

We are trained and experienced in business valuations and are able to provide you with simple guidelines and formulae for evaluating the worth of a business. We are also able to appear in court and in arbitration as expert witnesses in relation to business valuations.

Choose Walker Davey Searells for a professional and accurate valuation service.

 

Tax Services

FBT Management >

FBT Management

The rules relating to FBT payments change on a regular basis. At Walker Davey Searells we keep up to date with the world of tax and are able to give accurate advice on the preparation of FBT returns.

We are also able to advise on the FBT consequences of proposals you intend to make, allowing you to make fully informed decisions.

Rather than paying excessive amounts of FBT, let the experts answer your tax queries. We can assist with the development and administration of a cost-effective employee benefit plan.

 

GST >

GST

GST legislation is an area we know like the back of our hand. We are able to offer accurate, timely assistance in a number of areas. These include:

  • Registration queries
  • Preparation of GST returns
  • Filing and adjusting GST returns
  • IRD audit assistance
  • Specialist events involving GST –  eg sale or purchase of property
Taxation >

Taxation

At Walker Davey Searells we offer a full range of taxation services. Our taxation consulting division is nationally recognised which means we can offer advice based on proven knowledge and experience. Our proactive approach ensures we deliver a consistent service and build solid relationships which stand the test of time.

Taxation can be a major cost to your business. We will work in partnership with you to minimise your tax and help you achieve your key objectives.

We provide a complete service of help and advice in all of the following areas:

  • Preparation of personal & company tax returns and advice on payment of tax
  • GST/FBT/ACC obligations
  • Advice on and implementation of tax effective trust structures for asset protection and tax minimisation
  • Management of any IRD audits or disputes
  • We have access to tax pooling intermediaries to assist with financing tax payments.