Business, financial and tax advice services
Supermarkets
Blackler Smith & Co. have been helping Supermarket operators, New World and PAK’nSAVEs by providing sound accountancy services and business advice for almost two decades. We would be one of the most experienced, independent supermarket chartered accounting firms in the country.
Clayton and Ali Young, Owners of New World Kapiti (clients for 11 years)
Typically working in the following areas:
- Advice and support on the financial and tax side of the business
- Support with getting into a new store including full due diligence on a new store
- Preparing projections and forecasts – for Foodstuffs, for the bank and for you to measure against
- MSP reviews and input
- Tax planning so you know what to expect
- Ownership structures
- Use of trusts to protect your investment and assets
- Finance structures
- Tax accounts to save tax
- Day to day advice (ODAC reviews, CapEx, vehicle purchases)
- Property advice – commercial and residential
- All other tax and financial advice
Strategy for businesses
Let’s meet to talk about:
- Your business and financial aspirations
- Worries and concerns
- Assess where you are now both with the business and your personal space
- The opportunities ahead of you
- Barriers to achieving opportunities and success
- The functionality (who does what) in your business
We cover all areas of the business including:
- Your customers
- Capital requirements
- Business systems
- Taxation
- Accountancy services
- Employees
- Leadership
- Succession planning
- … and much more!
Efficiencies and technology
Embracing technology can save you time.
We believe that if you work smarter not harder you will reap the benefits tenfold in your business and your personal life.
We love getting people on to the right system for them. There is never a one-size-fits-all approach to technology. There are many packages and systems that can easily and affordably be implemented into your workplace. Some examples are XERO, a payroll system and Smartphone Apps that allow you to invoice and receive payment on the job at the press of a button.
Typically our team have the expertise to train you in whatever system you need.
Try it, you’ll wish you’d embraced technology years ago.
Read our article about How a modern business embraces technology.
Business Buyers and Franchises
Blackler Smith & Co. is one of the Wellington region’s most experienced franchise accountant specialists.
We have helped many clients buy into franchises, including Subway stores, Quinovic, Pita Pit, Columbus Coffee, Speedy Signs, AA, Four Square, Baby-on-the-Move, Hells Pizza, and many more.
When buying into a franchise, we help clients evaluate a business before they buy. We often do this in stages from:
- An initial review
- In-depth due diligence
- Negotiating a purchase price
- Advice on how to structure a sale and purchase agreements
- Setting up a company
- Trust and tax structures
- Setting up accounting and payroll systems
- Ongoing business advice, strategy support and annual accounts and tax returns.
We have routinely helped clients save tens of thousands of dollars through this process.
Trades
We’re down to earth and practical and know how to speak Plain English accounting
Alan McGhie – Almack Electrical, doing some work in our offices. Wherever possible we like to support our clients. Alan has been a client for 14 years.
You can rely on us to give you expert accounting advice while getting the balance right between giving you all the detail and the ‘she’ll be right’ attitude.
We understand what makes you and your business tick.
We can help you by introducing easy, new technology that will make your life on the road at each job significantly easier and more streamlined, keeping you off that dreaded paperwork.
We can provide advice on:
- Buying a ute or trade vehicle
- Helping you get finance for your purchases and putting you in touch with the right person. We take the hassle out of this process for you.
- Introducing you to good systems for invoicing, accounts and payroll
- Timesheets and invoicing
- Useful apps relevant to your industry
Medical/health sector
We have provided accountancy services to many healthcare businesses including medical centres, private specialists in plastic and reconstructive surgery, rheumatology, orthodontistry, orthopaedics, neurology, general surgery, etc.
Mr Marcus Bisson, Consultant Plastic and Reconstructive Surgeon (a client for 13 years)
Some of the areas where we have helped our medical clients are:
- Anything IRD related
- Preparation of GST and FBT returns
- Preparation of financial statements and income tax returns
- Tax structures including the issues of IRD market salaries Property advice
- Capital gains verses taxable gains on the sale of assets
- Trust and asset advice and administration
- Residency
- Tax
