Our Services

Breaking the Mould of Rigid Accountancy

At CW Chartered Accountants, based in Waikato, we tailor our accounting services to meet the unique needs of your business. We empower small and medium-sized businesses—whether you have 5 or 100 employees—by enhancing your understanding of accounting processes, helping you make more informed decisions, and embracing technology solutions to eliminate outdated practices.

Our services include Tax Compliance, Financial Reporting, Accounting Software Support, Tax Training, Business Mentoring, Cash-flow Reporting, and more. If your business requires specialized assistance, we can connect you with relevant experts through our extensive referral network.

Our Service Offerings

Tax Compliance & Financial Reporting

We offer comprehensive tax compliance and financial reporting services tailored for:

Individuals
Sole Traders
Partnerships
Look-Through Companies (LTC)
Trusts
Not-for-Profits & Charities

Software Support

Our personalised software training ensures that accounting becomes a manageable and efficient task. We’ll review your existing systems to ensure they are fit for purpose, providing you with the knowledge to streamline your operations.

Tax Training

We simplify tax terminology and processes, teaching you to understand your numbers without the jargon. Our hands-on approach involves sitting with you and educating you about taxes in an engaging and approachable manner. We assess your business situation to offer accurate tax advice and tackle those pressing issues you've been avoiding.

Business Mentoring

Set realistic business goals and identify the steps needed to achieve them. Our holistic health-check of your business allows us to address problems together and establish a strategy that drives your business forward.

Cash-flow Reporting

Managing cash flow across multiple projects can be challenging. We help you take the time to focus on your business, offering tools and strategies to maintain and improve cash flow, especially for those in trading industries.

Expert Referral

Through our extensive networking, we build a support structure around your business by connecting you with like-minded professionals. Our referrals and networking events allow you to develop solid relationships with other industry experts who can assist with specific challenges.

Our Packages

Go Solo

Approx. $200 per month
A comprehensive package for sole traders, including financial statements, tax returns, Xero software, and GST review training.

Financial Statements & Tax Return
Xero Subscription – Business Edition

Go Solo for Growth

Approx. $210 per month
Includes everything in the Go Solo package plus quarterly business mentoring and advisory services to support your growth.

Quarterly Business Mentoring & Advisory
Financial Statements & Tax Return
Xero Subscription – Business Edition

Plant the Seed

Approx. $300 per month
Get started with Xero and Hubdoc training, allowing you to manage your GST, with our team reviewing and filing on your behalf.

Reporting & Tax Planning
Software Setup and Training
Annual Company Accounts & Tax Returns (including two shareholders)
Xero Subscription – Business Edition

Growing Roots

Approx. $300 per month
Building on the Plant the Seed package, this option adds quarterly advisory services to support ongoing business development.

Quarterly Advisory Services
Reporting & Tax Planning
Software Setup and Training
Annual Company Accounts & Tax Returns (including two shareholders)
Xero Subscription – Business Edition

Canopy for Growth

Approx. $400 per month
This package builds on the Growing Roots plan by adding comprehensive cash flow reports and Fringe Benefits Tax (FBT) management. Ideal for businesses seeking enhanced financial oversight and strategic growth support.

Quarterly Advisory Services & Meetings
Software Training & Support
Comprehensive Reporting & Tax Planning
Annual Company Accounts & Tax Returns (including two shareholders)
Xero Subscription – Business Edition
Cash Flow Reporting & FBT Management

Ready to Transform Your Business?

Take the next step towards financial empowerment. Contact us today for a free 30-minute consultation to assess your business needs and see how our tailored services can help you thrive.