Checklists

Annual Checklists

Before we undertake any accounting work for you, we are required under the rules of the NZ Institute of Chartered Accountants to have you complete a check list. The following are our current Check Lists -

Portable Document Format (PDF)Company Business Check List 2014 (288kb)
Portable Document Format (PDF)Non Company Business Check List 2014 (281kb)
Portable Document Format (PDF)Personal Check List 2014 (163kb)
 

What Makes Your Business Tick

Portable Document Format (PDF)Business health check (189kb)
 

Terms of Engagement

As Chartered Accountants, we are required to have specific instructions given to us from you for each assignment. The following is an example of an Engagement Letter -

Portable Document Format (PDF)Engagement Letter (253kb)
Portable Document Format (PDF)IRD Authority (24kb)