Rules Of The Road

In order to achieve success in your business journey, it’s crucial to have a clear vision for what you want to accomplish each year.

Here’s how we can support you on this path:

Your role

Making Informed Decisions

As a business owner, you play a vital role in keeping us informed. We rely on management reporting and your strategic business initiatives to help you make well-informed decisions. Don’t hesitate to share your plans for the future, as it enables us to provide you with the right guidance.

Annual Business Health Check – Assessing Progress

At Insight CA, we value the Annual Business Health Check. It’s like a pit stop for your business, where we assess its current state and identify areas for improvement. This way, we can tailor Action Plans to propel you towards your goals.

Collaboration for Success

Success comes from working together closely. Your active participation and commitment are key to creating a thriving business that achieves its annual objectives. Let’s join forces and make your business soar!

Our role – Your accountability partner

As your accountability partner, we take our role seriously. Our mission is to help you improve your business in these ways:

Maximising Profitability – Honest Feedback

We’re dedicated to providing you with the necessary numbers and information to boost your business’s profitability. That means giving you candid feedback, even if it means some “tough love” at times.

Your Best Interests at Heart

Rest assured, we’re here to ensure you pay only what’s legally required in taxes – not a penny more. Your best interests are always our top priority.

Ethical and Legal Approach

We hold ourselves to the highest ethical standards. Under no circumstances will we engage in anything illegal or unethical. Our focus is on helping you achieve success within ethical and legal boundaries.

How we operate – A personalised approach

Unlike typical year-end financial accountants, we go the extra mile with our personalised approach:

Beyond Year-End Financials

Our dedication extends beyond year-end financials. We’re committed to helping you grow profits, increase your business’s value, and streamline operations where needed.

Long-Term Success

Whether you’re aiming to sell your business or achieve long-term success, we’re your dedicated partners. It takes intention, planning, a reliable team, and consistent action – and we’re here to support you all the way.

The power of the business health check

Our Business Health Check is a game-changer for your business:

Identifying Strengths and Opportunities

This process helps us identify your business’s strengths, potential risks, and untapped opportunities.

Tailored Plans

Based on the Health Check results, we create customised Plans to elevate your business performance. Clients who follow our advice see remarkable improvements.

Embracing referrals and testimonials

Referrals and testimonials are at the heart of our growth:

Your Business’s Success

Over 80% of our new clients come through referrals from satisfied clients like you. Your referrals allow us to focus on helping our current clients excel.

Our Dedication to You

We’re fully committed to delivering exceptional service, and your satisfaction fuels our passion to go above and beyond.

Flexible payment options

Choose the payment method that suits you best:

Annual Fee in Advance

Paying the annual fee upfront offers you a 10-20% discount on the overall cost. It’s an excellent option if you’re ready to make that commitment.

Monthly Instalments

For those on a tight budget, spreading the cost into smaller monthly instalments makes our services more accessible.
Remember, we’re dedicated to providing you with top-notch service to ensure your business’s success.

Please keep in mind that the monthly instalments cover estimated fees for the year and may not include all services.
Additional services or tasks requiring our staff’s assistance may incur extra charges.

Let’s embark on this exciting journey together, and we’re looking forward to helping your business thrive with the Kiwi spirit!

Your service journey

Your onboarding timeline

Hear from our clients

“Earlier This Year (2018), Insight CA Sent Out A Marketing Email”

Earlier this year (2018), Insight CA sent out a marketing email to which I responded. I was at my wits end with being passed around the large accounting firm we had been with for several years, being promised the earth and charged moon beams. I decided to reach out to Murray for guidance and possible assistance. He was amazing, he met with me straight away, went into our systems only to discover nothing was being addressed by our existing accountants.

Insight CA came on board without hesitation – has quietly trained us with what we need to know to understand our business and systems better and of recent have stepped in to fully take over the accounting side of our business while still allowing us to remain in charge. I have recommended to several friends the services of Murray and Insight CA and have never felt happier or safer in their care.

Bernice & Bevan Smith

Glenfield 103 Ltd

“Murray Is Our ‘Go To’ Person In Our Business Start-Up Projects”

Murray is our ‘go to’ person in our business start-up projects. He helps us formulate realistic costing models and always deliver on time and within budget. That’s crucial as we work to tight deadlines.

Adam Poulopoulos

Director Triastra Limited

“Insight Helped Make My Start-Up Happen”

Insight helped make my start-up happen. They prepared budgets and negotiated with the bank which reduced my stress. Their advice is realistic, easy to understand, and reassuring. They are always right on the mark.

Philip Dunn

DirectorGlenSide Engineering Limited

“Insight’s Guidance And Advice Smoothed The Way In The Selling Of My Business”

Insight’s guidance and advice smoothed the way in the selling of my business, allowing me to semi-retire. Murray’s calm and detailed approach was a great help in a potentially stressful transaction.

Paul Lagerstedt

OwnerWholesale Nursery

“Murray Is Efficient And Really Knows What He Is Doing”

I have been so impressed by the service I receive from Murray. He is so great to deal with and really knows what he is doing. He made the migration to Xero so easy and sorted all of my tax issues. Murray is always available for any questions that I have, and everything gets done when it

Craig Pilcher

Pilcher Farms Poultry Ltd.

“Insight Can Solve Any Problem And Help Me Save Money”

I have been very impressed with the excellent service that Murray provides. He has exceeded my expectations by solving all of my financial problems and giving me valuable advice on cash flow budgeting and growth planning. His positive approach and knowledge mean that I always get the answer I need.

Anton Pelekh

Install Management Limited