Business Development

We pride ourselves on getting to know our clients and their business. This enables us to get alongside our clients to help them grow a successful and profitable business.

Business Planning

At Takapuna Tax Services, we won't predict the future, but we will offer strategic business and financial advice to minimize the risks you face and maximize the potential you know your business has. Consider us the strategic business partners with your secure financial future our goal.

Financial Advice

There seem to be so many options and alternatives as investments that sometimes planning your financial future goes no further than the proverbial piggy bank. What you really need is independent financial advice to develop comprehensive and effective strategies that will strengthen your financial security.

Financing Advice (Borrowing)

A wide range of financing options exist, all with their pros and cons. As your strategic business partner we can assist you with securing the best financing option and also to structure debt upon acquisition to maximize tax advantages.

Budgeting & Cashflows

A good budget is one of the best tools to allow you to set financial targets and measure business performance. Cashflow forecasting is a vital part of ensuring that your business will always have the cash it needs, and are often a prerequisite for funding approval from financiers. Leslie & O'Donnell can 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.

Estate/Succession Planning

Unfortunately, one of the necessities in life, and for business owners a succession of ownership is essential in ensuring the long term success of your business. We can guide you through the process to form a plan that provides for continuation of your business.

Computer Software & Support

Takapuna Tax Services are committed to making your life easier. With this commitment we want to match the right computer system to suit your needs. Having a system that works for you enables you to monitor your business more efficiently and be able to discuss business options with up to date data. It also makes our job of collating end-of-year data easier and therefore will assist us in maximizing the value of services we provide. We have access to a wide range of accounting products and staff available to assess your needs and find the right system for your business.

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