A family-run chartered accounting firm at Level 1, 34 Grant Road, Five Mile, Frankton, Queenstown, supporting small businesses since 2015. The firm is owned by Jason Smith, a Chartered Accountant and member of Chartered Accountants Australia and New Zealand. Services include Xero set-up, tax advice, cashflow management, business planning, start-up support, mentoring, annual financial statements, and paperwork automation. The firm says it works on a personal, one-on-one basis, with a free initial consultation. Pricing is clear and upfront, with one-off projects or flexible monthly plans, and some fixed-price packages paid monthly. Quick questions are included in the monthly fee.
Customers say the level of service, attention to detail and prompt response are well above what they expected. Another describes the team as professional, approachable and stress-free to work with. A couple who have worked with Jason for a year say he is quick to respond and helpful, and that his systems fit well with their own. Our pick in Frankton for chartered accounting that is personal and organised around your business.