Free Discovery Call

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We welcome you to book a new client 15 discovery call to understand how we can support you within your business. We just need a few details from you before onboarding you as a new client. We ask that you please fill out the new client information and questions below.

Please email over the following information to [email protected] before our meeting 

  • A copy of your latest financial statements and tax returns
  • Your personal IRD number(s)
  • Your entity's IRD number (if applicable)
  • Your driver's license or Passport
  • A Bank Statement or utilities invoice with your Full Name and home address on  
  • All the accounting Questions you may have