OUR SERVICES
Turn your numbers into opportunities with Whakatāne’s accounting experts
Chartered accounting, tax, and advisory services for small businesses, primary producers, professionals, and investors.
The Synergy Story
Synergy Accountants began in 2017 when Paul and Judy founded the firm with a simple goal: to provide expert financial guidance with a personal touch. Today, our team brings extensive accounting experience to the table, but we believe our greatest strength is the relationships we've built. We're proud of the loyal client base we've grown, starting with professionals in the medical community and expanding to over 600 clients nationwide.
The fact that some of our clients have had an association with Judy and the team for more than 40 years speaks volumes about our commitment to their success and our role as a trusted partner on their financial journey.
Accounting & Compliance:
With the expertise of Synergy Accountants, clients can ensure they remain compliant and avoid any costly penalties.
Preparation of annual financial statements and tax returns, GST returns, FBT returns; maintaining company, limited partnership, trust and other statutory records; management of tax payments; implementation of computerised accounting systems.
Business Advisory:
Our strategic business advisory services empower clients to make informed decisions based on sustainable growth and profitability.
Preparation of cashflows and budgets; monthly management reporting; strategic business planning; advising on buying or selling of business or property, including due diligence; valuations; specialist taxation advice; asset protection and succession planning.
Administration:
Synergy Accountants provides administrative support to relieve clients of day-to-day burdens, freeing up time to use on higher-value tasks.
Monthly bookkeeping and creditor payments, smooth payroll processes with Xero and Smartly tools.
Ready to take the next step?
Let's discuss how our experienced team can assist with your accounting, taxation, and business advisory needs. Whether you are seeking compliance support, strategic advice, or simply want to streamline your financial processes, we're here to help you succeed.
Contact us
Call us: 07 308 4414
Email us: pauln@synergyaccountants.co.nz
Visit us: 15 George Street, Whakatāne
Software we work with
