Our Services
CWC Partners Group is proud to offer a wide range of services through our multi-skilled team. Clients’ needs are constantly evolving, which is why we aim to provide them with a whole scope of knowledge specific to each industry and financial challenge. Our specialist services are the services that help to make CWC Partners Group stand out from the crowd. If you would like any further information on how our services might satisfy your needs, don’t hesitate to contact us.
Accounting services
In the constantly changing business environment, you can rely on our business services team to be expert, up-to-date, and ready at hand to assist you with your business matters. Whether your concerns are taxation, accounting, business planning, cash flow, and budgeting, or business valuation, rest assured that our accountants are available to advise you.
Our accounting and compliance services include:
● Preparation of annual accounts
● Preparation of periodic management accounts
● Book-keeping services
● Maintaining PAYE and GST records and associated returns
● Self-assessment advice
Business support
Thinking strategically about future changes in the marketplace can be the key to running a sustainable business. Our aim is to ensure your business has the flexibility to sidestep foreseeable difficulties and better respond to unexpected ones. Should you run into trouble, our team will assess your business, identify its weak spots and do everything possible to return your company to profitability.
We want to help improve your bottom line, not just tell you what it is!
Our business support services include:
● Business start-up planning and advice
● Financial management
● Financial information systems
● Computer systems advice
● Cashflow forecasting and management
● Efficient billing and cash collection
● Long term plans for your business and your exit …and much more.
A word about tax
We have access to considerable expertise and will keep you up-to-date with changes in tax legislation to adjust your business plan accordingly. Many of the decisions you make about the future of your business will have consequences in terms of tax liabilities or tax benefits, either now or at some time in the future. Although no business decision should be made solely on the strength of tax considerations, you will need to take account of the role tax will play in implementing your strategies.
Just as you will need to monitor and update your plans to take account of changing circumstances, so too can we help you keep up-to-date with changes in tax legislation and adjust your business plan accordingly.
Setting goals
In this section, we suggest a number of areas where you might need to consider planning for the future. The key to successful business planning is to set SMART business goals and make a SMART business plan for achieving them:
SPECIFIC
Goals should be straightforward and emphasise what you want to happen. Specifics help us to focus our efforts and clearly define what we are going to do. WHAT are you going to do? Use action words such as direct, organise, coordinate, lead, develop, plan, build, etc. Ensure the goals you set are very specific, clear, and easy. Instead of setting a goal to improve sales, set a specific goal to improve sales by 20 percent within 12 months.
MEASURABLE
If you can’t measure it, you can’t manage it. In the broadest sense, the whole goal statement is a measure for the project; if the goal is accomplished, there is success. However, there are usually several short-term or small measurements that can be built into the goal. Choose a goal with measurable progress, so you can see the change occur. How will you know when you reach your goal? Be specific! When you measure your progress, you stay on track, reach your target dates, and experience the exhilaration of achievement that spurs you on to the continued effort required to reach your goals.
ATTAINABLE
A goal needs to stretch you slightly so you feel you can do it and it will need a real commitment from you. The feeling of success which this brings helps you to remain motivated. Running a business can sometimes seem like a thankless task and achieving regular milestones can help make the challenge a little more bearable.
REALISTIC
This does not mean “easy.” It means that the path is not a vertical slope; that the skills needed to do the work are available; that the project fits with the overall strategy and goals of the organisation. A realistic project may push the skills and knowledge of the people working on it but it shouldn’t break them. Be sure to set goals that you can attain with some effort! Too difficult and you set the stage for failure, but too low sends the message that you aren’t very capable. Set the bar high enough for a satisfying achievement!
TIMELY
Set a timeframe for the goal: next week, three months, by year-end. Putting an endpoint on your goal gives you a clear target to work towards. If you don’t set a time, the commitment is too vague. It tends not to happen because you feel you can start at any time. Without a time limit, there’s no urgency to start taking action now. Time must be measurable, attainable, and realistic.
Everyone will benefit from goals and objectives if they are SMART
Company Secretarial
Communication and effective administration are essential elements of a successful organisation. Regardless of the size of your business, we are ready to support you with a team of highly qualified secretarial and support accountants.
Our company secretarial services include:
● Preparation and filing of statutory returns
● Preparation of minutes and resolutions
● Company formation
● Company searches
Finance Services
We can help you to secure the essential finance for you and your business. Areas where we can assist include:
For businesses:
● Commercial finance
● Leases
● Securing loans
● Asset finance
● Invoice discount finance
For individuals:
● Line of credit facility
● Residential home loans
● Investment loans
Managing your wealth
We can help ensure that your personal wealth is managed as tax-efficiently as possible. We can advise with:
● Personal tax planning
● Extracting profit from your business
● Remuneration strategies
● Tax-efficient savings and investments
● Planning for a comfortable retirement
● Estate planning
Specialist services
Our specialist services have been developed through a combination of the different qualifications and knowledge our team brings to the table and the experience we have gained as a firm by serving clients in particular areas. These are some of the key services CWC Partners Group provides, however, we are always glad to receive clients with new and unique needs.
● Specialist Tax Advice
● Real Estate Management Services
● Specialist Property Advice
● Corporate Finance
Taxation services
We regularly deal with a broad range of personal and corporate taxation issues and make a point of understanding the individual needs of every client. Whether you need advice on company tax, personal tax effectiveness, or indirect taxation including payroll tax and GST, our team will identify the best solutions for you.
Our taxation services include:
● Preparation and lodgement of taxation returns
● Capital gains taxation planning
● Fringe benefits tax returns
● Tax planning and minimisation
● PAYE and KiwiSaver