numio advisory
Services

Pushing past the ordinary

We don't expect growth for our clients. We plan on it. Focused on you, your way of doing business, and your financial outcomes.

Accounting

A way with numbers.

The day-to-day compliance, handled to Chartered Accountant standards, so you're always on the right side of the rules, with a clear view of your financial landscape. Available in measured tiers, from the essentials, to hands-on support as things get more complex.

Enquire about accounting

What's included

  • Annual financial statements
  • Income tax & GST returns
  • Provisional tax management
  • PAYE, FBT & ACC
  • Xero setup & support
  • Company & trust administration
  • Tax reviews & IRD negotiations
  • Structuring & restructures
Business insights

Look to the future, clear-eyed.

Future-focused advice that moves you from treading water to thriving. We help you make sense of the numbers, then hand you the tools and strategy to improve them, by questioning assumptions and keeping you accountable on the way to growth.

Enquire about advisory

What's included

  • 3-way cashflow forecasting
  • Monthly dashboards & reporting
  • Business planning & budgets
  • One-on-one consulting
  • Strategic alignment days
  • Business valuations
  • Structure & finance reviews
  • Advisory board service
Professional development

Raising your business skill-set

Your skill as a business owner is the single most important determinant of your success. The good news is it's not purely innate, and can be improved, no matter how confident you are. Combining numerical insights with decades of real-world experience, we can coach you and your team with the tools and habits to take control of your future.

Enquire about development

What's included

  • 1:1 coaching, monthly & quarterly
  • Group & accountability coaching
  • Financial awareness coaching
  • Leadership & team coaching
  • Core values workshops
  • Communication styles at work
  • Marketing & value-based selling
  • KPI & succession planning
For accounting firms

Evolve your firm into a tech-led advisory.

Making the shift from traditional practice to technology-led insight provider isn't for the faint hearted. But it is the future. We work alongside firms who've got compliance covered but want to open up new revenue, create more value for clients, and offer something competitors can't match. All backed by the hard-won experience of growing an insights-led practice ourselves.

Talk to us about your firm

Ready to make the leap?

Talk to us about your hopes and desires for your business, and we'll find the right combination of numerical skill, insights and planning to bring them to life.

Book a chat