Switching accountants often feels like a hassle. In reality, it’s quick and simple.
You can switch at any time during the year. In most cases we can pick things up and take over at any point.
At Kiwitax, we handle most of the work for you – including contacting your old accountant – so you can get on with what you do best.
Here's what switching looks like:
1. Needs assessment
Here’s what’s involved:
- We talk with you (phone, video call or in person) about:
- Your trading activity and ownership structure
- Accounting services required and expectations
- Turnover
- Filing obligations e.g. GST / PAYE / FBT
- What services you need
- Within one business day, we send you our recommendations and a fixed-price quote.
The needs assessment discussion can be in person at our Napier office, or over the phone, whatever you prefer.
2. Agreement & Onboarding
- You complete a short online onboarding form.
- We set up your details in our system, connect to IRD and your software (if applicable).
- We let your old accountant know we’re taking over (or guide you if you’d rather do it yourself).
- You’ll get an email with your welcome pack, guidance on next steps and an introduction to your dedicated accountant.
And that’s it. You get transparent pricing, friendly support, and an easy start with Kiwitax, without the stress of managing the change yourself.
So now you know how easy it is to switch accountants, what are you waiting for?
Let’s chat or you can get a quote.
About Kiwitax – Award winning business improvement, tax and accounting service
Here’s the thing. As a business, rental property owner or start-up, you get a kick out of having your own gig. But chances are dealing with your tax and accounting leaves you cold. Good news! We love it, so hand it over to Kiwitax and we’ll look after it all for you.
Whether you deal with us online, by phone or drop into our Napier office, you’ll find a friendly, professional hardworking team ready to work with you, however you keep track of your financial information and from wherever you do business. And all for a fixed price.
Plus if you’re at a loss to know how to improve aspects of your business – from growth planning to cashflow management, even tax debt and so much more – we’re all over that too.
