The business world is constantly changing. Developments in technology, product development, governing legislation and market forces all require business to be aware and well informed of these factors.
The key to success requires a business to be not only aware but to forsee, and adapt to the impact of change. To do this a business needs to operate from a solid platform requiring:

  • Strong management
  • Provision of a high quality product or service
  • Strategic Planning
  • Accurate reporting systems
  • Timely reporting
  • Forecasting
  • Budgeting
  • Financial discipline
  • Strong product/service branding
  • Innovation
  • Continual Development

    We recognise these are all vital ingredients to a successful business. Our range of services are designed to drive your business forward.

    BUSINESS ADVISORY SERVICES. We have a dedicated team who prepare financial reports at all levels across a broad range of industries. Whether it be an investment summary, rental statement, or full set of company accounts our team are up to speed with the latest compliance issues.

    While these accounts are an important record of the past we will help you interpret and understand the accounts so that you can continue to be a competitive force in the future. Our services include:

  • Compilation of Financial statements
  • Compilation of annual tax returns
  • Maintenance of statutory company minutes and registers
  • Management of shareholder and director exposure
  • Advice to high value individuals
  • Advice on Capital Expenditure and structuring of deals
  • Cashflows and Forecasts

    TAXATION. Unfortunately we all have to pay tax. Lellman Wearne provides advice on tax issues relating to companies, trusts and individuals. We perform:

  • Tax health Checks
  • Tax implications of company structures
  • Tax effects of investments
  • Trusts
  • GST, FBT, PAYE
  • International tax and Double Taxation Agreements

    FINANCIAL SOFTWARE IMPLEMENTATION. Lellman Wearne have a team who
    specialise in the appraisal and implementation of financial accounting systems. The first step is a "needs" review followed by implementation.

    Comprehensive training is provided as well as ongoing support. The key is to let the system do the work for you. The system should be easy to use while reporting should be accurate, simple and timely. Lellman Wearne also advise on payroll packages.

    STRATEGIC PLANNING AND ADVICE. The key to success is managing the future. This requires investing the time to plan for the next 2 to 5 years. Performing a SWOT analysis, financial forecasts, budgets, succession plans and resourcing are some of the areas Lellman Wearne assist with to ensure a successful future.

    Through the use of the latest forecasting software we can perform "What If" analysis to determine the future impact of business decisions.

    PAYROLL, GST AND FBT SERVICES. So that you can concerntrate on what you do best we have a team who specialise in preparing GST and FBT returns as well as the provision of all payroll services (payment, PAYE returns, management of annual leave).

    Lellman Wearne, through their association with Catalyst Management Services, have HR consultants who will assist in union and wage negotiations.

    INVESTMENT ADVICE. All investments carry risk. We provide an appraisal on investment opportunities and the resulting risk and tax implications.

    Lellman Wearne also offer valuations and advice on business purchases.