Whangarei Accountants - Elevate CA - Tax, Xero, Business Development, Accounting

Whangarei Accountants serving Northland, Auckland and Whangarei Loving what we do: bringing fresh energy and innovative thinking to your business! Phone 09 430 0910.

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Northland Business Angels

Respect to Calvin Green for pulling together the “Northern Business Angels”, which kicked off last night with a presentation from the granddaddy of American Angel Investor’s – Bill Payne.  There are 16 Angel groups around New Zealand – and now Northland has its own, which has got to be good news for local entrepreneurs with scalable innovations that can’t yet get the financial backing of a bank.

Click here for more info

We’re hiring

Elevate CA are growing quickly, and we’re looking for just the right accountant to join our team.  Skills and professionalism are of course critical – but equally important is the mindset and attitude to thrive in the unique way we operate; relaxed – but highly focussed on providing fantastic value and service to our clients.  We’re a very long way from the traditional accounting “factory”.     

Click here for more info

Northland Business Excellence Awards

Business Excellence Awards run throughout New Zealand at this time of year.  The Northland competition kicked off this evening with a cocktail function at the Salut Bar in Whangarei – and the Elevate CA team were there along with the entrants, sponsors and a who’s who of local business.  This year there were 42 entrants competing in ten categories: [Read more…]

Shareholder Current Accounts

Thanks to everyone who joined us at the Business Owners Forum this week with Stuart Spicer, Geoff Griggs and myself on the panel.  Feedback has been great.  There was plenty of quality discussion around shareholder current accounts – and how to make sure they are tax efficient, protected from creditors – and equitable between shareholders.

The Business Owners Forum is a means for business owners to get together for quality discussion around a relevant topic with a panel knowledgeable on the subject.  Format is casual over pizza, beer and wine.  The supporters are ElevateCA Limited, The Bottom Line Expense Reduction, BNZ, Webb Ross and The ICEHOUSE – and the ethos of the supporters is to keep the forum free from sales.

Business Owners Forums are held monthly – and alternate between Auckland and Whangarei.

The September Business Owners Forum will be held at The ICEHOUSE in the Textile Centre, Parnell, Auckland on 17 September from 6:00pm to 7:30pm.  The topic will be “Cashflow”, and the panel of three will consist of Michael Masterson, a senior BNZ banker and myself.

Entry is limited to business owners, and is by invitation.  There is no charge.

The October Business Owners Forum will be back to Whangarei in the ElevateCA Limited offices on 15 October from 5:30pm to 7:00pm.  The topic will be current employment issues – and an expert panel will be assembled for the session.

The forum is tailored to owners of businesses turning over $1m and upward – so if you fall into that categoty and would like to be included on the invite list, contact me.  In a nutshell, the Business Owners Forum is all about quality discussion with no sales.

Oh, and enjoying a beer or wine and pizza with peers.

Fraser Hurrell is one of three directors of Elevate CA Limited, Chartered Accountants & Business Advisors in Whangarei, New Zealand.

Business Owners Forum – Auckland & Whangarei

The August Business Owners’ Forum will be held on Thursday 20 August from 5:30pm to 7:00pm at level 4, 35 Robert Street, Whangarei.  The Business Owners’ Forum is for Business Owners to meet and discuss issues of interest and relevance with a panel of experts – and without a sell from the supporters. 

This month’s topic is “The mechanics, pros and cons of financing your company through the shareholders’ current account” – and the panel will be Stuart Spicer from Webb Ross, Geoff Grigg from BNZ Whangarei and Fraser Hurrell from Elevate CA.

The topic is big, and here are some details of what will be discussed:

  1. Tax treatment where shareholders finance their company through their current accounts;
  2. Structures to ensure maximum tax deductibility;
  3. Issues around unequal current accounts where there are multiple shareholders;
  4. Protection of shareholders’ interests in their company through means such as GSAs;
  5. How to deal with other parties conflicting claims over the company’s assets;
  6. isuues around cross-collateralisation;
  7. Potential issues should the company fail;
  8. Options around financing the company through the current account from the point of view of the bank and ways this can be structured.

Format will be a casual panel discussion over beer, wine and pizza.  For more info, email forum@businessownersforum.net.nz.

The Business Owners’ Forum is held on the third Thursday of every month alternating between Auckland and Whangarei, and is supported by The Bottom Line Expense Reduction, The IceHouse, Webb Ross, Elevate CA and the BNZ.  The forum is targeted to owners of businesses turning over $1million or more.

Fraser Hurrell is one of three directors of Elevate CA Limited, Chartered Accountants & Business Advisors in Whangarei, New Zealand.

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