Included services

With any Numio plan, you automatically get your core bookkeeping, tax planning, compliance and returns, and end of year financials taken care of. Our unlimited help and advice and access to accounting, tax, and business experts help you take your business to the next level.

Tax compliance and returns

Simple and stress-free tax management

Core bookkeeping

Bank reconciliation and account coding

Always-on tax planning

Continual tracking and tax planning

Unlimited help and advice

Numio's team are always here to help, just open the app and chat.

Numio app

All services in the Numio app

Financial statements

An accurate picture of your business

Additional services

Need something else? Numio is a full service accounting and bookkeeping firm too.

Payroll

Accurate, on-time payroll handled for you, keeping staff happy and ensuring all tax and compliance obligations are met.

Company, partnership, or trust set up

Start your business on the strongest footing. We can help set up your company, partnership, or trust the right way from day one, ensuring you’re protected, compliant, and structured for long-term tax efficiency and growth.

Management reporting

Get easy-to-read reports that show how your business is performing, helping you make better decisions and support other business activities

FBT returns

Keep on top of Fringe Benefit Tax without the confusion. We prepare and file your FBT correctly so you avoid penalties, surprises, and wasted time.

IRD correspondence

Achieve better outcomes by letting us handle communication with the IRD for you, from answering questions to sorting out issues.

Tax compliance catch-up

Get caught up on overdue or deferred tax compliance issues.

Business valuation

Get an expert determination on what a business is worth, whether you’re buying, selling, or planning ahead.

Due diligence

Protect yourself when buying or selling a business or other major asset.

Succession planning

Plan a smooth handover with expert guidance, whether you're passing the business to family, staff, or a buyer, we can help you protect value and avoid disruption.

Cashflow forecasting

Stay ahead of cashflow ups and downs. Professional forecasting helps you plan, budget, and avoid unexpected crunches.

Lending assistance

Present your business in the best light to lenders. We prepare forecasts, reports, and assist with applications.

Cashflow and profit improvement

Lift your profit margins and strengthen cashflow with expert analysis and actionable changes to pricing, costs, fund allocation, and operations.

Strategic planning

Set a clear direction for your business with a structured strategic plan that turns long-term goals into practical steps.

Business coaching

Get ongoing guidance, support, and accountability from someone who understands your numbers and your goals.

Risk management

Identify your biggest business risks and put practical plans in place to reduce them, protecting your people, profits, and operations.

Organisational structure reviews

Ensure your team is set up for success with a clear, efficient structure that reduces bottlenecks and optimises performance.

Accounts payable & receivable

Speed up incoming cash and tidy up outgoing payments with help managing your invoices, statements, and customer follow-ups.

Financial and tax structuring

Protect your assets, reduce your tax burden, and set your business up for long-term success. We can help build clear, compliant financial and tax structures that keep you safe, efficient, and ready to grow.

Services

Included services

Additional services