Stephenson Thorner Limited Information

Connected Accountants is a small accounting firm based in the heart of Wellington's CBD who use Xero's cloud-based connectiveness to improve the financial results for the clients. WHO WE WORK WITH: We work closely with ambitious creative and trades companies; design firms, architects, digital agencies, marketing companies, entrepreneurs, construction, electrical and plumbing companies and other owner managed businesses. We prefer to work with fewer clients but to do more for them. WHAT WE DO & HOW WE DO IT: We specialise in wealth creation. We help owners profitably grow their businesses and meet their lifestyle goals. Then we focus on wealth retention. We use management trusts and ensure that investments will meet retirement goals. We help our clients create annual financial plans and budgets and manage their reporting in Xero against those targets. We meet quarterly (or more frequently) with our clients to review detailed financial reports and review strategic plans. All clients have unlimited telephone and email queries as part of our services. We help our clients to see the big picture so that they can make sound business decisions. We also provide tax, business structure and trust management advice and bring in strategic partners for specific needs if and when identified. WHAT WE LOVE DOING: We love helping business owners and entrepreneurs achieve their wealth goals. We do this by helping them to understand and analyse the numbers, develop goals and implement plans to ensure those goals are achieved. We love adopting new technology solutions to assist in the analysis of business opportunities. We love the challenge of growing our business on our terms, and helping other business owners do the same. GET IN TOUCH: If you would like to talk about how we can give you more time to work on your business and not in your business, I would enjoy meeting over coffee to learn about your goals. Anne www.connacc.nz | +64 027 487 1980 | anne@connacc.nz