BoostNest is a Chartered Accounting practice with offices in Wellington and Auckland, working with businesses, organisations, and trusts nationwide across New Zealand. Founded in 2015 by Director Jono Rees, who brings over 20 years of Chartered Accounting experience, the firm was built around the idea that clients shouldn't fall into pitfalls from poor advice or overpaying for services they don't need.
The BoostNest name reflects its approach: giving a business a fresh "boost" in whatever direction it needs, while helping protect the owner's "nest egg" so the proceeds of the business flow through efficiently. The team includes Cindy Hill (Business Support & Xero Implementation, 40 years of experience, based in Whitianga supporting Auckland and Coromandel clients), Rick McDonald (Tax Consultant with a corporate tax background and 40 years of accounting experience), Fiona Vincent (Business Support with a bookkeeping background), Anjali Garg (Financial Accountant with over a decade of experience), and Karen Robinson (Financial Accountant).
BoostNest's team holds Xero Advisor Certifications and undergoes CAANZ (Chartered Accountants of Australia and New Zealand)-approved training every year, with team members holding memberships in CAANZ or CPA Australia.
BoostNest was founded in 2015 by Jono Rees, a Chartered Accountant with over 20 years of industry experience who wanted to build something different after hearing too many stories of businesses falling into pitfalls from poor advice or overpaying for services they didn't need. Today, the firm operates from offices in Wellington and Auckland, working with businesses, organisations, and trusts across New Zealand.
The firm's name captures its two-part philosophy directly. The "Boost" is about giving a business fresh momentum in whatever direction it needs — understanding a client's current situation and targets, then freeing up their time and energy to focus on customers rather than admin. The "Nest" side is about making sure the wealth generated by that growth actually flows through to the owner efficiently, so there's a secure nest egg and room to enjoy life outside of work along the way.
BoostNest organises its work around four key areas. Consultancy Services cover everything from company start-up through to sale, offering insight and advice to manage risk and grow wealth along the way. IRD Compliance takes the pressure off tax deadlines, with the team keeping a close eye on tax deficiencies and staying current on law changes. Family Trusts services help clients set up trusts to protect family assets, with sound structuring advice built in. And Business Valuations go beyond simple number-crunching, helping clients understand what actually drives their business's value and how it compares within their industry — treated as an ongoing process rather than a one-off exercise.
Recognising that cash flow matters, BoostNest offers three Tax Compliance Tiers. Compliance Basic covers end-of-year and income tax returns, IRD account management, payment reminders, and email support. Compliance 123 builds on that with an annual business review meeting and provisional tax management, adding phone support. Compliance Plus goes furthest, adding monthly business performance reports, periodic business reviews, and priority support — giving clients room to choose a level that matches their actual needs rather than a one-size-fits-all package.
BoostNest's offering extends well past standard compliance work. The firm can guide clients through establishing a discretionary trust or a new company, handling the paperwork and registrations involved. Its Xero Conversion & Setup service takes businesses of any size — from sole traders to large corporates — fully onto Xero, with ongoing support and training.
For businesses wanting a clearer sense of direction, BoostNest offers a Lead Adviser programme built around a 12 Month Financial Game Plan, and a Strategic Planning Workshop that defines a business's vision and "Big Hairy Audacious Goal" (BHAG) alongside 1-year and 5-year plans. The Boost Your Business Programme starts with a half-day analysis session before moving into an optional implementation phase, while ongoing monthly, quarterly, or annual reporting keeps clients tracking progress against their goals with graphically presented reports. For businesses that don't need constant support, Financial Plan Forecasting Every 3-5 Years offers periodic check-ins instead, and dedicated Tax Planning helps forecast income tax liability and structure dividend payments or trust distributions.
BoostNest's team holds Xero Advisor Certifications and undergoes CAANZ-approved training every year, with individual members holding memberships in Chartered Accountants of Australia and New Zealand or Certified Practising Accountants Australia. Beyond Jono Rees, the team includes specialists like Cindy Hill on Xero implementation, Rick McDonald on corporate tax, and financial accountants Fiona Vincent, Anjali Garg, and Karen Robinson — giving clients access to a genuinely varied skill set under one roof.