Accounting and business advisory services New Zealand businesses need go beyond tax returns and bookkeeping. DFK Orb360 O’Halloran helps businesses understand their financial performance, manage tax obligations, improve cash flow and plan for sustainable growth through accounting, tax advisory and strategic business support.

Whether you run a small business, manage an established company or are planning your next stage of growth, our team can discuss accounting, outsourced CFO services, financial reporting, bookkeeping, succession planning and business advisory support tailored to your requirements.

Finding the right accountant is about more than preparing annual accounts or filing tax returns. Businesses need reliable financial information, clear tax advice and practical guidance to make confident decisions. Accounting and business advisory services in New Zealand can help business owners manage compliance, understand performance, improve cash flow and plan for sustainable growth.

DFK Orb360 O’Halloran provides accounting, tax and business advisory support for businesses at different stages of growth. From bookkeeping and financial reporting to outsourced CFO support, tax advisory, business improvement and succession planning, our services are designed to help businesses understand their numbers and make informed decisions.

With offices in Newmarket and Rosedale, Auckland, and Petone in Lower Hutt, DFK Orb360 O’Halloran also supports clients remotely across New Zealand. Whether you are starting a business, managing an established company or planning your next stage of growth, our team can discuss the accounting and advisory support relevant to your circumstances.

Explore DFK Orb360 services or contact our team to discuss your business requirements.

What accounting and business advisory services does DFK Orb360 provide?

DFK Orb360 O’Halloran offers a range of accounting, tax, financial management and business advisory services. The right combination depends on your business structure, size, industry, financial position and future goals.

• Accounting and financial reporting: Understand your financial performance through accurate accounting information and reporting.
• Tax advisory: Understand your tax position, relevant obligations and potential planning considerations.
• Bookkeeping and reporting: Improve the organisation of transactions, accounts and supporting records.
• Cloud accounting support: Use accounting technology and appropriate processes to improve access to financial information.
• Outsourced CFO services: Access strategic financial support for forecasting, budgeting, cash flow and business decisions.
• Strategic business advisory: Evaluate opportunities, risks, profitability and plans for growth.
• Business review and improvement: Identify potential improvements in business performance and operating processes.
• Succession planning: Prepare for ownership transition and the future continuity of your business.
• International business services: Explore accounting, tax and financial management considerations when operating across borders.
• Corporate compliance: Discuss the relevant compliance and reporting requirements for your organisation.
• Franchise and financial diagnostic services: Obtain relevant financial review and reporting support for franchise-related requirements.

Not every business needs every service. A consultation can help establish which areas are relevant to your current situation and whether DFK Orb360 is the right fit.

1. Accounting and financial reporting

Reliable financial reporting helps business owners understand how their business is performing, where money is being spent and what may need attention. It can also provide useful information for planning, budgeting and discussions with lenders or other stakeholders.

Professional accounting support may help your business organise financial information, understand revenue and expenses, review profitability and maintain appropriate reporting processes.

Accounting and reporting needs change as a business grows. A small business may initially require support with its accounts and regular reporting, while a larger organisation may need more detailed financial information to support management decisions.

Explore DFK Orb360’s accounting services to learn more about accounting support for New Zealand businesses.

2. Tax advisory, income tax and GST support

Tax obligations can become more complicated as a business expands, changes structure, hires employees or undertakes significant transactions. Understanding the rules that apply to your circumstances is an important part of responsible financial management.

DFK Orb360 provides tax advisory and accounting support to help clients understand relevant tax considerations and manage their reporting requirements. Depending on your circumstances, this may involve income tax, GST, tax planning, tax return preparation or assistance with an Inland Revenue matter.

Business owners should keep accurate financial records, file required returns and seek professional advice when a tax question or significant transaction requires closer consideration.

For official information about tax obligations, visit Inland Revenue New Zealand.

For support tailored to your circumstances, explore DFK Orb360’s tax advisory services.

3. Bookkeeping and financial reporting

Bookkeeping helps maintain an organised record of business transactions. When records are incomplete or updated inconsistently, preparing reports and tax information can become more difficult.

Bookkeeping support may include recording and reviewing transactions, organising financial documentation, reconciling accounts and maintaining information needed for reporting. The appropriate scope depends on the systems already in place and the needs of your business.

Accurate records can help business owners monitor expenses, understand cash movements and prepare information for their accountant. They also support more useful financial discussions throughout the year instead of relying only on year-end figures.

4. Cloud accounting and Xero support

Cloud accounting software can help businesses access financial information, collaborate with advisers and establish more efficient accounting processes. However, software alone does not guarantee accurate reporting or compliance.

Businesses need appropriate setup, transaction coding, reconciliation processes and regular review to get meaningful information from their accounting systems.

DFK Orb360 offers cloud accounting support, including Xero-related assistance. The right approach depends on your current software, business processes and reporting needs.

Learn more about accounting and cloud accounting support.

5. Outsourced CFO services for growing businesses

Some businesses need more strategic financial support but are not ready to employ a full-time Chief Financial Officer. Outsourced CFO services can provide access to senior-level financial expertise based on an agreed scope of work.

Depending on the engagement, CFO-level support may include:

• Cash flow forecasting and financial planning.
• Budget preparation and performance monitoring.
• Financial modelling and scenario analysis.
• Management reporting and profitability analysis.
• Reviewing financial risks and business performance.
• Supporting growth plans and significant business decisions.

An outsourced CFO can work alongside existing accounting staff or external advisers, helping management connect financial information with business strategy.

Explore DFK Orb360’s outsourced CFO services to understand how this support may fit your business.

6. Strategic business advisory and business improvement

Business advisory goes beyond reporting what happened in the past. It helps business owners consider what to do next and how financial information can support better decisions.

Depending on your requirements, advisory discussions may cover:

• Business performance and profitability.
• Cash flow and working capital.
• Business growth and expansion planning.
• Financial risks and operational challenges.
• Budgeting and financial forecasts.
• Business review and improvement opportunities.

A structured business review can help identify areas that deserve further attention and establish practical priorities. The recommendations should reflect the business’s financial position, objectives and available resources.

Explore DFK Orb360’s business advisory and improvement services.

7. Succession planning and business continuity

Business succession planning helps owners prepare for a future change in ownership or leadership. This may involve retirement, transferring a business to family members, selling to another owner or preparing management for a transition.

Planning early gives business owners more time to consider financial information, business value, ownership arrangements and the practical steps involved in a transition.

The right approach depends on the ownership structure, the owner’s goals and the circumstances of the business. Professional accounting and advisory input can help identify relevant financial questions and coordinate planning with other professional advisers where needed.

Ask DFK Orb360 about its succession planning services.

8. International business and cross-border accounting

Businesses operating across borders may face additional accounting, tax, reporting and financial management considerations. The relevant requirements depend on where the business operates, how it is structured and the nature of its international activities.

International business support may be relevant when a company is entering a new market, coordinating overseas operations or managing financial information across jurisdictions.

Businesses with New Zealand and overseas interests should obtain advice based on their particular circumstances rather than assuming the same tax treatment applies in every country.

Learn more about DFK Orb360’s international business services.

9. Franchise accounting and financial diagnostics

Franchise businesses can have specific reporting, financial review and performance-monitoring requirements. Franchisees may need to understand their individual business performance, while franchisors may need useful financial information across a network.

Financial diagnostic services can help assess available financial information and identify areas that may need further investigation. The scope and purpose of a review should be agreed in advance and tailored to the relevant franchise arrangement.

DFK Orb360 provides franchise-related services, including financial diagnostic support. Explore the firm’s franchise services to learn more.

10. Corporate compliance and IRD audit support

Businesses need to understand the filing, record-keeping and tax obligations that apply to their organisation. Missing information, inconsistent records or unanswered requests can create additional work and uncertainty.

Depending on the circumstances, professional support may help a business organise its records, understand a compliance request, review relevant financial information and identify the appropriate next steps.

DFK Orb360 also publishes information about GST services and IRD audit support. If you have received a notice from Inland Revenue, the appropriate response will depend on the nature of the request and your individual circumstances.

For specific tax or legal questions, obtain advice appropriate to the matter rather than relying on general online information alone.

Accounting and business advisory support across New Zealand

Businesses do not always need to be located near their accountant to access accounting and advisory support. Many services can be delivered remotely, subject to the nature of the engagement and the requirements of the client.

DFK Orb360 O’Halloran has offices in Newmarket and Rosedale in Auckland, and Petone in Lower Hutt. The firm also describes its services as available to clients across New Zealand.

Whether your business operates in Auckland, Wellington, Christchurch, Hamilton, Tauranga, Dunedin or elsewhere in the country, contact the team to discuss whether your requirements can be supported remotely or through an appropriate local arrangement.

View DFK Orb360’s office locations and contact details.

Meet Our Team of Accountants and Business Advisers

Behind every effective accounting and business advisory relationship is a team that understands financial complexity and helps clients make informed decisions. At DFK Orb360 O’Halloran, our team brings together experience across accounting, taxation, business advisory and financial planning to support businesses and individuals across New Zealand.

Our approach combines O’Halloran’s longstanding accounting heritage with Orb360’s advisory-focused approach and the international connections of DFK International. We aim to help clients understand their financial position, manage relevant obligations and identify opportunities for sustainable growth.

Jay Changlani — Managing Partner

Jay Changlani is a Chartered Accountant and Director of Orb360 with more than 20 years of experience across accounting, forensic accounting and taxation. His background includes roles in tax management, tax investigation, forensic accounting and financial accounting.

Jay specialises in domestic and international tax, tax due diligence and Inland Revenue disputes. His broad experience helps him advise on complex tax matters and financial questions affecting businesses and their owners.

Riz Khan — Associate Partner

Riz Khan is a CPA and Associate Partner at DFK Orb360 O’Halloran, with more than a decade of experience in accounting, taxation and business advisory.

He works with business owners, investors and families on financial reporting, tax compliance, business structuring and commercial decision-making. His areas of expertise include business and tax advisory, financial analysis, property and investment matters, trusts, succession planning and domestic and international taxation.

Riz takes an approachable, practical approach to helping clients understand their financial position, manage risk and plan for the future.

Meet Our Team of Accountants and Business Advisers

Behind every effective accounting and business advisory relationship is a team that helps clients understand their financial position, manage their obligations and make informed decisions. DFK Orb360 O’Halloran brings together consultants, business advisory managers, accountants, administrators and legal professionals to support different client needs.

With offices in Auckland and Petone, Lower Hutt, and support available remotely for clients across New Zealand, our team can discuss your accounting, taxation and business advisory requirements.

Consultants

Rosemarie Nye

Consultant

Paul de Lacey

Consultant

Bruce Simpson

Consultant

Karen Lowry

Consultant

Karen Matthews

Consultant

Managers — Business Advisory and Consulting

Yasodha Kishorkumar

Manager

Jetal Raval

Manager

Sauvruth Sanjay

Manager

Senior Accountants

Anita Walker

Senior Accountant

Minaxi Sharma

Senior Accountant

Nancy Tran

Senior Accountant

George Zhou

Senior Accountant

Graduate Accountants

Vithiyatharshen

Graduate Accountant

Rujuta Sule

Graduate Accountant

Vakkachan Thekkekandam

Graduate Accountant

Office Administrators

Garima Agarwal

Office Administrator

Nancy Saini

Office Administrator

Sasha Zhukova

Office Administrator

Legal Services

Gia Changlani

Solicitor and Barrister

Meet the Full DFK Orb360 O’Halloran Team

Looking for accounting, tax or business advisory support? Contact DFK Orb360 O’Halloran to discuss your requirements.

A Collaborative Team Across Accounting and Advisory

Our wider team includes consultants, business advisory and consulting managers, senior accountants, graduate accountants, office administrators and legal services professionals. This range of expertise supports the different financial and operational requirements that businesses may encounter throughout their lifecycle.

Depending on your needs, our team can discuss accounting and financial reporting, tax advisory, bookkeeping, cloud accounting, outsourced CFO services, business improvement, succession planning and international business considerations.

Local Knowledge, Nationwide Support

DFK Orb360 O’Halloran has offices in Newmarket and Rosedale in Auckland, and Petone in Lower Hutt. We also support clients remotely across New Zealand, subject to the requirements of the engagement.

Whether you operate an established company, manage a growing small business or need advice on a specific financial issue, our team can discuss your requirements and help identify the appropriate next step.

Meet the full DFK Orb360 O’Halloran team to learn more about our people, experience and approach.

Contact our team to discuss your accounting and business advisory needs.

Why work with DFK Orb360 O’Halloran?

Choosing an accounting and advisory firm involves more than comparing fees. You should consider the services offered, the team’s relevant experience, the quality of communication and whether the support matches your business needs.

DFK Orb360 O’Halloran brings accounting, tax and advisory services together, allowing businesses to discuss compliance requirements alongside wider financial and strategic questions.

The firm’s services cover routine accounting support as well as more forward-looking areas such as outsourced CFO services, business improvement and succession planning. This range can be useful when a business’s requirements change over time.

Before engaging any adviser, discuss the scope of services, responsibilities, fees, reporting arrangements and expected outcomes so both sides understand what is included.

How to choose the right accounting service for your business

The most suitable service depends on the problem you are trying to solve.

• Need organised financial records? Discuss bookkeeping and accounting support.
• Need clearer financial reports? Ask about accounting and reporting services.
• Unsure about a tax obligation? Discuss your circumstances with a tax adviser.
• Need better cash flow visibility? Explore forecasting and outsourced CFO support.
• Planning to grow or restructure? Consider strategic business advisory.
• Preparing to transfer or sell your business? Ask about succession planning and the financial preparation involved.
• Operating internationally? Discuss cross-border accounting and tax considerations.
• Managing a franchise? Ask about relevant franchise accounting and financial diagnostic services.

You do not need to know the technical name for the service before making an enquiry. Explain your situation, your goals and the challenges you are facing so the team can discuss the appropriate starting point.

Frequently Asked Questions About Accounting and Business Advisory Services New Zealand

What accounting services does DFK Orb360 O’Halloran offer?

DFK Orb360 O’Halloran offers accounting and reporting, tax advisory, bookkeeping and reporting, cloud accounting support, outsourced CFO services, strategic advisory, business review and improvement, succession planning and international business services. The firm also provides relevant franchise, GST and compliance-related support. Availability and scope depend on the service and your circumstances.

Can DFK Orb360 support businesses outside Auckland?

Yes. DFK Orb360 O’Halloran has offices in Auckland and Petone, Lower Hutt, and describes its services as available to clients across New Zealand. Contact the team to discuss remote support and whether your particular requirements can be accommodated.

What is the difference between an accountant and a business adviser?

An accountant commonly helps with financial records, reporting and tax-related requirements. A business adviser can help owners use financial information to assess performance, consider risks, plan growth and make strategic decisions. Some firms, including DFK Orb360 O’Halloran, offer both accounting and advisory services.

When should a business consider outsourced CFO services?

A business may consider outsourced CFO support when it needs more detailed financial forecasting, budgeting, management reporting or strategic financial input but does not require a full-time CFO. Suitability depends on the business’s size, complexity, objectives and budget.

Can an accountant help with GST and Inland Revenue matters?

An accountant or tax adviser may be able to help you understand relevant GST obligations, organise financial information, prepare or review tax reporting and respond to certain Inland Revenue matters. The scope of assistance depends on the issue and the professional engagement agreed.

How do I choose the right accounting service?

Start by identifying what you need help with, whether it is tax compliance, bookkeeping, financial reporting, cash flow or business planning. Ask about relevant experience, service scope, communication, fees and deliverables before deciding which adviser to engage.

Does DFK Orb360 offer a free consultation?

Contact DFK Orb360 O’Halloran to confirm the availability, scope and terms of an initial consultation. Any offer described as free should be confirmed with the firm before publication or booking.

Talk to DFK Orb360 O’Halloran About Your Business

Whether you need help with accounting, tax, bookkeeping, financial reporting or broader business advisory, the first step is to explain your requirements and understand the support available.

DFK Orb360 O’Halloran works with businesses on financial and compliance needs as well as longer-term planning. Tell us where your business operates, what you need help with and what you want to achieve.

Contact DFK Orb360 O’Halloran to discuss your accounting and business advisory requirements.

DFK Orb360 O’Halloran — Advisory That Goes Beyond Accounting.

This article provides general information about accounting, tax and business advisory services. The services suitable for your business, and any tax outcomes, depend on your specific circumstances and the scope of professional advice provided.