Soutar & Associates

accountant — Burnside · Christchurch

About Soutar & Associates

Soutar & Associates is a Chartered Accountancy firm based in Burnside, Christchurch, trading as Brian Soutar and Associates Limited. The firm is helmed by Principal Brian Soutar, with key staff all members of the Institute of Chartered Accountants Australia & New Zealand (CAANZ), giving clients assurance of unbiased and ethical service.

The team's experience spans core financial accounting through to more complex advisory work, covering compliance, taxation, management accounting, business planning, structuring, agricultural accounting, retail accounting, and consulting and training. On a day-to-day basis the team also helps clients with payroll processing, software queries and general taxation questions.

The firm's stated mission is to provide unparalleled service and unsurpassed value to clients on a timely basis through innovative solutions, backed by a company goal of excellent service delivered with the highest standard of integrity. Soutar & Associates works with Xero, MYOB and Cash Manager Rural, and offers hands-on software training and mentoring, delivered either one-to-one or to groups, nationally.

Soutar & Associates: Chartered Accountants in Burnside, Christchurch

For businesses and individuals in Christchurch looking for a full-service accounting firm, Soutar & Associates offers everything from routine compliance work through to complex business structuring and sector-specific advisory support.

A Team of Chartered Accountants

Soutar & Associates trades as Brian Soutar and Associates Limited, led by Principal Brian Soutar. Key staff, including Senior Team Leader Jerrard Hinchliffe and Compliance Senior John Soutar, are all members of the Institute of Chartered Accountants Australia & New Zealand (CAANZ) — a professional credential the firm points to as assurance of unbiased and ethical service. The team's day-to-day work spans core financial accounting through to more complex advisory services, including payroll processing, software queries and general taxation questions.

Compliance and Tax, Handled

At the base of the firm's offering is compliance work: preparing financial statements, income tax returns, payroll, GST and FBT returns, and annual returns for filing with the Companies Office. On the tax side, the team advises on tax minimisation and planning, and liaises directly with Inland Revenue and ACC on clients' behalf, aiming to take the stress out of dealing with government departments.

Beyond the Basics: Planning and Structuring

For businesses thinking further ahead, Soutar & Associates offers management accounting — preparing and analysing management reports, budgets and cashflow projections — alongside business planning services that include forecasts, business valuations, and bank submissions. The firm specialises in complex financial structuring across private, commercial and corporate lending, and also advises on succession planning and provides insolvency services when needed.

Structuring advice covers company setup, including capital and debt ratios, shareholding and directorships, along with the formation and incorporation of companies, trusts and partnerships, and negotiating directly with banks on financing.

Sector Experience: Agriculture and Retail

The team brings hands-on, practical experience to specific sectors. In agriculture, that means preparing appropriate financial statements for farming, fishing and forestry clients, and working at a governance level to support growth and development. On the retail side, the firm has many years of experience with national retail and wholesale operations, understanding the differences between a single retail business and a national chain, and is available to advise on buying a commercial activity.

Training and Mentoring

Beyond accounting work itself, Soutar & Associates offers consulting and training in corporate governance, staff training and mentoring. The firm also runs hands-on software training in MYOB, Xero and Cash Manager Rural, tailored to individual clients or delivered to groups, with training and program design offered nationally.

The Firm's Approach

Soutar & Associates describes its mission as providing unparalleled service and unsurpassed value to clients on a timely basis, through innovative solutions tailored to individuals, businesses and the communities it serves. Its stated company goal is to deliver excellent service with the highest standard of integrity appropriate for a Chartered Accountancy practice, in a professional and ethical manner that makes clients comfortable seeking help.

Visiting the Office

Soutar & Associates is based at 36a Sir William Pickering Drive in Burnside, Christchurch, open Monday to Friday from 8:30am to 5:00pm. Free car parking is available at the front of the building, making it straightforward for clients to drop in for a meeting alongside phone, fax or email contact.

Signature items

  • Compliance & Reporting
  • Taxation Advice & IRD Liaison
  • Business Planning & Bank Submissions
  • Company & Trust Structuring
  • Agricultural Accounting
  • Xero, MYOB & Cash Manager Training

Menu

Taxation

  • Tax Minimisation & Planning Advice — Advice on tax minimisation and tax planning
  • IRD Liaison — Liaising with Inland Revenue on behalf of clients
  • ACC Liaison — Liaising with ACC on behalf of clients

Compliance

  • Preparation of Financial Statements — Financial statement preparation for compliance and reporting
  • Income Tax Returns — Preparation of income tax returns
  • Payroll Processing — Processing of client payroll
  • GST & FBT Returns — Preparation of GST and FBT returns
  • Companies Office Annual Returns — Preparation of annual returns for filing with the Companies Office

Structuring

  • Company Structuring Advice — Advising on company structures including capital/debt ratio, shareholding and directorships
  • Company, Trust & Partnership Formation — Formation and incorporation of companies, trusts and partnerships
  • Bank Financing Negotiation — Negotiating with banks regarding financing

Business Planning

  • Business Planning & Growth Advice — Advising on business planning and growth
  • Business Plans & Valuations — Preparation of business plans and business valuations
  • Bank Submissions & Financial Structuring — Assistance with bank submissions and complex financial structuring at private, commercial and corporate lending levels
  • Succession Planning & Insolvency Services — Advising on succession planning and providing insolvency services

Retail Accounting

  • National Retail & Wholesale Accounting — Experience handling national retail and wholesale operations for clients around New Zealand
  • Commercial Activity Purchase Advice — Assistance when buying a commercial activity

Consulting & Training

  • Corporate Governance Consulting — Experience in corporate governance, staff training and mentoring
  • Software Training — Hands-on training in MYOB, Xero and Cash Manager Rural, tailored one-to-one or to groups, delivered nationally

Management Accounting

  • Management Financial Reports — Preparation and analysis of management financial reports
  • Budgets & Cashflow Projections — Preparation and analysis of budgets and cashflow projections
  • Administrative Systems Advice — Advising on administrative systems

Agricultural Accounting

  • Farming, Fishing & Forestry Accounting — Financial statement preparation for farming, fishing and forestry clients
  • Governance-Level Growth Support — Working with clients at a governance level to focus on growth and development

Frequently asked questions

What services does Soutar & Associates offer?
Compliance and tax preparation, management accounting, business planning, business structuring, agricultural accounting, retail accounting, and consulting and training.
Are the team members chartered accountants?
Yes, key staff are all members of the Institute of Chartered Accountants Australia & New Zealand (CAANZ).
Does the firm work with farming or agricultural clients?
Yes, the team has hands-on practical experience in farming, fishing and forestry accounting.
Can they help with setting up a company or trust?
Yes, they advise on company structuring and handle formation and incorporation of companies, trusts and partnerships.
Do they offer software training?
Yes, hands-on training in MYOB, Xero and Cash Manager Rural, delivered one-to-one or to groups nationally.
What are the office hours?
Monday to Friday, 8:30am to 5:00pm.
Is there parking at the office?
Yes, free car parking is available at the front of the building.

Tips

  • {"body":"The firm specialises in complex financial structuring across private, commercial and corporate lending.","title":"Ask about bank submissions for lending"}
  • {"body":"Hands-on Xero, MYOB and Cash Manager Rural training is available one-to-one or for groups.","title":"Consider software training if switching systems"}
  • {"body":"The team has hands-on experience in farming, fishing and forestry accounting.","title":"Agricultural clients should ask about sector-specific experience"}

Good to know

  • {"parking":"Free car parking available at the front of the building"}