Effective Accounting & Consulting Solutions to Grow Your Business

First, we help you get your accounts, taxes and your financial structures organised.

Then we assist you in growing your business to achieve your goals!

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Tax and Business

Cost effective business structures
Taxation Optimisation
Business Analysis & Improvement

Advisory

Internal Auditing Services
Due Diligence Assurance
Analysis & Problem Solving

Cloud Accounting

Xero and Xero add-ons
Myob (advanced and Exo)
Cloud Computing Assistance

About Us

James Kelso
Tailoring Solutions to Meet Your Business Needs

As the principal Accountant James holds a Bachelors degree in commerce & accounting from the University of Auckland. He first registered as a Chartered Accountant (NZICA) with Chartered Accounts Australia and New Zealand in 1990 and has been registered with CPA Australia since 2014.

A XERO certified consultant since March 2013, with his areas of expertise being Xero and Xero add-ons, Myob (Incl advanced and Exo), Cloud Computing, Internal Auditing, Due Diligence, Problem Solving, Cost effective business structures, Taxation Optimisation, Business Analysis and Business Improvement

Analysis and conversion of NZ/AUS Jointly owned SME to cloud based operations
Monitoring and reporting profitability and assisting GM with decision making on costs and business overheads
Assisting startups with forecasting and reporting, working with business managers analysing costings and cash-flow forecasts, partnership agreements and financials

Conversion of professional practice from back room systems to front of staff system processes, technical troubleshooting and support of processes
Built own professional services business (3 FTE) and sold / merged with a larger Accounting Services firm.
Was Practice Director/Manager with 6 FTE reports, plus Auditor / Consulting reports

Our Services

Performed with Expertise and Trust

Individuals & Sole Traders

We will help you get your personal taxes organised. Custom Tax Planning, Returns for individuals, Rental Properties, Development Advice and Foreign Investment Returns.

Partnerships

Helping you optimise Family Business, Joint Ventures, Look Through Companies and Limited Partnerships. No matter what your needs we can handle it all.

Businesses

Helping you focus on your business goals by unlocking your business numbers by Business restructuring and optimisation, Succession Planning, Business Accounts, Tax and GST.

Mergers & Acquisitions

Assist with due diligence, restructuring and partnership agreements.

Trusts

Helping you keep your Asset Protection Accounting activated and up-to-date.

Tax Planning

Planning and timing your tax payment cash flows. Pay as little tax as legitimately possible.

Book An AppointmentWith Our Online Calendar

Why Choose Us

Because we believe your money should work for you!

It's that age old saying, you should be working on your business not in it and YES we agree, because we can help you do just that. We don't just run the numbers, we also work alongside you to ensure your structures and processes are working for you, not against you.

We Believe in Providing the Best Skills

Our years of service speaks for itself and we're proud of the skills gained, applied and utilised for our clients.

We Believe in Building Great Relationships

We don't just take the time to get to know you & your structure now, but where you want to be the future.

We Believe in Our Ability to Deliver it All

We don't just do book work, we do so much more and if you're new to us, then book a discovery meeting so we can show you how!

It's So Easy to Work With Us

How it works

ONE

Initial Discovery

Our first meeting either online, by phone or in person allows us both to understand what's required, how best to address it and if we're a good fit.

TWO

The Road Map

Having understood what's required, we will create a road map that lets you know how we're going to achieve the goals agreed upon.

THREE

The Journey

This is where the rubber hits the road and we put all the pieces in place. Together we will ensure we get you to the end goal.

Claim Your FREE DISCOVERY Session Now!

Like yours, my time is valuable. So let me show some real value and invest some of my time to understand your requirements. Then if I feel I can add even more value to you and your business, allow me to explain exactly how I may be able to assist you in reaching your financial & organisational goals.

So go ahead and book a time to see if we can discover some real value together

...nothing ventured, nothing gained.

YES! I Want to DISCOVER More

Testimonials

What Our Clients Say...

"As a professional working in financial services, I haven’t hesitated recommending James Kelso to clients. James is an accomplished accountant with many years experience behind him. James is welcoming to clients with a strong desire to help individuals and business owners position themselves for the very best outcome and serves great coffee too!
If you are looking for a relationship based accountant who provides more than just numbers, James is your man."

John Milner

Managing Director

Collaborative Consulting

Thorough & diligent insight and advice - highly recommended

Jenny Aitken

Owner

Jenny Aitken Mortgages

I have had a number of different accountants over the years. I can say that James' knowledge and skill is superior to all the rest.

He is generous with his advice and caring in his approach. Not only do I use James' services for my companies, but I happily introduce him to as many people as possible! Thank you James.