Specialized Financial Services for Mission-Driven Organizations

At Agilis CA New Zealand, we offer a comprehensive range of financial services designed to meet the unique needs of organizations that make a difference. From compliance to strategic planning, our goal is to help you achieve financial clarity and sustainability, so you can focus on your core mission.

Tax Planning & Compliance

GST Returns

Ensure accurate and timely GST filings to stay compliant with New Zealand’s tax regulations.

Income Tax Optimization

Minimize your tax liabilities while maximizing your financial benefits.

IRD Compliance

Navigate complex tax requirements with confidence.

Financial Accounting & Reporting

Budget Management

Develop and manage budgets that align with your organization’s goals.

Financial Statements

Prepare accurate and timely financial reports for stakeholders and funders.

Audit Assistance

Navigate internal and external audits with ease and confidence.

Payroll & HR Support

Payroll Processing

Efficiently manage payroll for your team, ensuring compliance with New Zealand’s employment laws.

Leave Management

Simplify leave tracking and reporting for better workforce management.

KiwiSaver Compliance

Stay on top of KiwiSaver obligations with our expert guidance.

Business Advisory & Development

Strategic Planning

Develop long-term financial strategies to support your organization’s growth and sustainability.

Cost Centre Management

Optimize cost allocations and budgeting for greater financial efficiency.

Policy Compliance

Stay ahead of regulatory changes that impact your operations.

Financial Advisory & Consulting

Governance & Financial Best Practices

Implement financial governance structures that enhance accountability and compliance.

Investment Strategies for NFPs

Develop tailored investment plans to maximize financial growth while aligning with organizational goals.

Structuring Financial Policies for Charities

Create and manage financial policies that ensure operational efficiency and transparency.

Risk Management Consulting

Identify potential financial risks and implement mitigation strategies to safeguard organizational stability.

Cloud Accounting & Software Support

Xero, MYOB, & QuickBooks Setup & Support

We assist with the implementation and customization of cloud accounting software, ensuring your system is configured for efficiency and compliance.

Digital Financial Reporting & Dashboarding

Leverage digital reporting tools to generate real-time financial insights, helping stakeholders make informed decisions with data-driven financial dashboards.

Cloud Migration & Training

Move your financial data to the cloud with minimal disruption and ensure your team is fully equipped with the necessary skills to manage cloud-based accounting systems effectively.

Success Stories
Helping Organizations Make a Difference

At Agilis CA New Zealand, we take pride in helping organizations achieve financial success so they can focus on their mission. Here are some of the stories from our clients who have benefited from our expertise.

Case Study 1: The Oamaru Pacific Island Community Group (OPICG)

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Challenge: OPICG needed expert financial management to ensure compliance and sustainability while continuing their vital community work.
Solution: Agilis CA New Zealand provided tailored accounting and tax services, including GST returns, payroll management, and strategic budget planning.
Result: OPICG achieved financial clarity and compliance, allowing them to focus on their mission of supporting the Pacific Island community in Oamaru.

Ready to achieve similar success? Contact us to learn how we can support your organization.

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WHAT ABOUT US
We provide many types financial business

We are a team of dedicated professionals with decades of experience across various industries. Our mission is to provide innovative way.

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