We handle all your tax filing requirements with the IRD, Companies Office, and Stats NZ.

Our Monthly Management Accounts service goes far beyond just delivering a monthly report. It’s designed to give business owners true peace of mind by providing a clear view of both current performance and future financial outlook.

What sets our service apart:

We actively support your month-end process, offering training and fostering a culture of continuous improvement.

We thoroughly verify and analyse your Profit & Loss and Balance Sheet every month to ensure accuracy and reliability.

We review your systems to confirm that Stock and Work in Progress are calculated correctly.

We meet with you monthly to explain the numbers in plain language — so you’re never left guessing.

We use Fathom to deliver high-quality reports, including budgets, forecasts, annual accounts, and detailed management insights.

With Olive Tree Advisory, you gain clarity, confidence, and control over your finances — every month.

We support you through the annual budgeting process and provide forecasting guidance throughout the year to help you stay on track.

Collaborate with business owners to set realistic Sales and Gross Profit targets

Review overheads and establish a base budget using prior year data

Plan for working capital requirements and capital expenditure

Develop a comprehensive 3-Way Financial Plan — including forecasted Profit & Loss, Balance Sheet, and Cashflow — and present it for owner approval

Our approach ensures your financial planning is strategic, data-driven, and aligned with your business goals.