Invisible Office Chartered Accountants Tauranga
Our Services
Overview
We have a service to support every stage of your business journey.
Business
Planning
Quarterly Business Coaching
Key Performance Indicator (KPI) Coaching
Audit and
Assurance
Tax
Compliance
Organisational
Review
Business Planning
You’ve got the ‘must-dos’ sorted, so now is the perfect time to make a business plan.
Feel more confident and in control with a business plan in your back pocket. Explore what success looks like for you and your business in a four hour planning session with your dedicated business manager.
Review
Assess your past performance and get to grips with where you are now.
Look ahead
Establish your vision and core values, and use these to set your business direction.
Set Goals
Align your personal, lifestyle, and business goals, and develop strategies to achieve them.
Develop a Plan
Identify the support and resources needed to meet your goals, and leave with a 90-day action plan to get started straight away.
IOCA have been our family accountants for years and having seen how they worked with my parents, it was a no brainer for me to choose IOCA when I bought my business.
The team are genuinely invested in learning about my business and helping me to succeed, often coming up with suggestions to challenge me and grow the business. They are always available to answer questions and offer advice and support.
Whether you’re looking for your first accountant or ready for a change, I would highly recommend the team at IOCA.
Aimee Law from Omahanui Wedding & Events Venue
Quarterly Business Coaching
Take time out to work on your business and not just in it with support from an expert business coach.
No need to feel alone and unsupported when you can get regular help and encouragement from a dedicated business coach. We guide you to face challenges, and take opportunities with greater confidence and business acumen.
Meet
Every three months, you take time out from your day to day activities to meet with your business coach.
Evaluate
We use your customised reports to evaluate your business performance, and your business plan to assess decisions made.
Clarify
We nail down areas for improvement, and set realistic 90 day goals. But it’s not just about business; we check that your personal goals align too.
Support
You can contact your coach any time by phone or email to ask advice and stay on track.
Key Performance Indicator (KPI) Coaching
What drives your business? Is it profit? Is it customer satisfaction? Learn how to identify, measure, and plan improvements to your KPIs.
Work more on the business and manage by fact, not impulse. Any time is the right time to start working on your KPIs.
Meet
Meet with us each month to learn about KPIs and how they can help improve business performance.
Discover
We work together to find out what your KPIs are. These might be financial like gross profit margin, or non-financial such as customer satisfaction.
Learn
We use your business plan to determine the most dominant KPIs (3-5), and teach you how to measure and set targets for them.
Plan
You make an action plan to implement the changes necessary to drive your KPIs in the right direction.
We have been with Daryl and Sandra Bonney's wonderful team at Invisible Office for over 10 years, ever since a friend recommended them to us. Daryl has saved us from many costly decisions, and his mentoring has been invaluable.
Recently, we had to shut our business for almost a year due to ill health. Thanks to Daryl's valuable advice and networking, we remained financially stable during this challenging period and have since successfully restarted our business. We couldn't have done it without them.
Andy and Jude White from Affordable Gates & Fencing Limited
Audit and Assurance
Every organisation is different. Each has its own risks and governance requirements. We’re experts at making sure you’re compliant.
We tailor our audit and assurance services to fit your business or organisation no matter what size or type it is.
Select
You select the level of assurance you need whether a full audit, a review of financial information only, or an agreed-upon-procedures engagement.
Examine
Our audit team collects and examines the relevant business information to perform the audit or review.
Assess and Report
We assess the risks, the credibility of the information supplied, or directly report the findings according to the service requested.
Be assured
You can apply the findings being confident that our assessments adhere strictly to professional standards, regulations, and laws and are delivered in an independent and objective manner.
Tax Compliance
We work out how much tax you need to pay, when it needs to be paid, and help you do it correctly.
We claim, save, and protect as much as we can for you.
Stay compliant
We’re experts at making sure you stay compliant.
Avoid Surprises
You avoid surprises and trouble with the IRD.
Plan
We help you plan your tax commitments to suit your cashflow.
Meet
You attend an Annual Complimentary Client Review to discuss your financial results.
IOCA have been a huge help to our business since starting to work with them. Daryl and Reynar are professional and easy to work with, they are responsive and engaged in understanding our business which is giving us better accounting advise for future decisions.
I would highly recommend IOCA.
Nicky Perrett from Ranfurly Orchard Services (2023) Limited
Organisational Review
Do you wear too many ‘hats’ in your business? Build a functional organisation chart so everyone in your business knows who does what.
Find more time to concentrate on the things that create real value for your business. Increase team satisfaction and empower everyone to do their jobs more effectively.
Learn
Join us for a full day planning session to learn about organisational charts and how to make one.
Create
We review your current structure, determine the ideal roles for your business, then you use our templates to create your own chart.
Support
Over the next few weeks, you refine your chart, using us as a sounding board for your ideas.
Meet
We finalise your organisational chart and check that it will produce a more sustainable, scalable, and saleable business model.
Our Office
Invisible Office Chartered Accountants Tauranga
95 Devonport Road
+64 7 578 0489
info@ioca.co.nz
Monday to Thursday 8.30am - 4.30pm
Friday 8.30am - 1.00pm
Partners
