What we offer
Our Services
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![Professional audit and assurance services in Auckland, delivered using a tailored, risk-based approach focused on key business risks and governance.]()
Financial Statement Audit
We follow a risk-based audit methodology, guided by New Zealand auditing standards and tailored to our clients' specific assurance requirements. By focussing on key risk areas, internal control processes and best practice governance policies, our goal is to provide the certainty and peace of mind that comes with a clear and comprehensive audit report.
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![Independent review services providing appropriate assurance over financial statements for New Zealand businesses and organisations.]()
Independent Review
Where a full audit is not required, we provide independent reviews of our clients’ annual financial statements, delivering an appropriate level of assurance based on their particular nature and risk profile, while still supporting confidence in their financial reporting.
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Statement of Service Performance
A statement of service performance (SSP) is an integral (and mandatory) part of the Performance Report for New Zealand Charities and PBEs under the PBE FRS 48 and Tier 3 (NFP) standards. The SSP "tells the story" of your organisation's achievements over the past year, using non-financial information. It is a testament to the community impact that your charitable organisation has made and all of the positive outcomes it has delivered.
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![Gaming or "poki" machine audit services]()
Class 4 Gambling Licence Renewals
If you are a pub, club or incorporated society that operates gaming machines (aka "pokies"), you are required by law to hold a Class 4 Gambling licence from the Department of Internal Affairs (DIA).
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Student Fee Protection Assurance Services
In New Zealand all registered private training establishments (PTEs) must have an approved Student Fee Protection mechanism in place before accepting fees from students. This safeguard ensures students' money is secure if a course is cancelled or the provider can no longer deliver it.
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![Prudential Financial Standards Framework]()
Prudential Financial Standards
If you are a private training establishment (PTE), the New Zealand Tertiary Education Commission (TEC) will assess your financial viability on an annual basis through their Prudential Financial Standards framework.
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![Other agreed-upon procedures engagements for New Zealand businesses and organisations, focused on specific financial or operational matters.]()
Other Agreed-Upon Procedures
Agreed-upon procedures engagements (AUP) are specific test procedures we carry out on certain financial or non-financial information, as agreed between ourselves and you as our client.
Who our Audit & Assurance Services are designed for:
SMEs requiring assurance services due to funder stipulations or governance policies.
Registered charities, not-for-profits and other Public Benefit Entities (PBEs) reporting under NZ standards.
Schools, early childhood centres, sports & social clubs, private training establishments (PTEs), property management companies and more.
Audit, Review & Assurance FAQs
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“Going concern” refers to the assumption that an organisation will continue operating for the foreseeable future, typically at least 12 months from the date the financial statements are approved. Financial statements are generally prepared on a going concern basis unless there is an intention or need to cease operations or significantly scale back activities.
As part of an audit or review, we consider whether there are any conditions or events that may raise a material uncertainty about an organisation’s ability to continue as a going concern. This will require careful assessment and, in most cases, a clear disclosure in the financial statements.
Where going concern considerations arise, we will work closely with management and those charged with governance to understand the circumstances, assess forecasts and supporting information and ensure any required disclosures are clear, accurate and appropriate.
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Yes we can. Changing auditors is a common and straightforward process. We manage the transition professionally, including liaising with your previous auditor and ensuring all ethical and regulatory requirements are met.
Our onboarding process is designed to be clear, efficient and minimally disruptive, so your organisation can move forward with confidence.
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To complete an audit efficiently, we typically request:
Draft financial statements.
Supporting schedules and working papers.
Key contracts, agreements, and governance documents.
Access to accounting systems (e.g. Xero) and source documentation.
We will provide a clear and practical audit checklist, tailored to your organisation and will work closely with your team to minimise disruption to day-to-day operations.
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An audit provides a high level of independent assurance over financial statements, while a review provides a lower, but still appropriate, level of assurance. Audits involve more detailed testing and evidence gathering.
Whether you need an audit or a review depends on your reporting obligations, governance requirements and stakeholder expectations. We help organisations across New Zealand determine the most suitable form of assurance for their needs.
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In New Zealand, an audit may be required by law, regulation, a trust deed, funding agreement, or governance policy. Many charities, public benefit entities (PBEs), incorporated societies, trusts and companies are required to have audited financial statements depending on their size, structure, and reporting obligations.
Even when not legally required, some organisations choose an audit to strengthen governance, meet stakeholder expectations, or support funding and growth. We can help you determine whether an audit is required, or whether another form of assurance may be more appropriate.
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The timing of an audit depends on the size and complexity of your organisation, the quality of records available, and when information is provided. For many small to medium-sized organisations, the audit fieldwork typically takes two to three weeks with finalisation shortly after.
We use a risk-based audit approach to focus on what matters most, helping keep the process efficient while maintaining a high standard of quality. Clear planning and communication upfront helps ensure there are no surprises.
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Audit fees vary depending on factors such as the size of the organisation, the complexity of transactions, reporting requirements and the level of assurance required. We’ll provide transparent quotes and agree fees upfront with no unexpected add-ons.
Our focus is on delivering cost-effective audit services that provide real value, particularly for SMEs, charities, and PBEs. We are always happy to provide a tailored quote once we understand your organisation and requirements.
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Yes. We have experience auditing charities, not-for-profits and public benefit entities (PBEs) reporting under New Zealand standards. We understand the specific compliance, reporting, and governance requirements that apply to these organisations.
Our approach balances technical expertise with clear, straightforward communication, helping governance boards and stakeholders understand the audit outcomes.
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