Our Services
Partnering as your family accountant to take YOUR business from chaos to order, confusion to understanding and SURVING to THRIVING is our focus.
If you need KREA for just our tax compliance service, we have our fixed pricing accounting service. It is our passion to help YOU grow YOUR business. We help by understanding your goals and providing value with our business development services.
About Us
Our Purpose
Our purpose is Empowering YOU with YOUR numbers, as your family accountant. We believe that to make well informed decisions you must understand your numbers and how they come together to form your vision.
Our Mission
Our Mission is to change the trajectory of generational wealth in partnership with family businesses, by helping GROW internally and externally to achieve mind freedom, time freedom and financial freedom.
Our Goal
Our Goal is to partner as your family accountant, to equip and serve family business owners by challenging and supporting you, to go higher in your business. We do this by offering Accounting Packages, Business Development and Coaching while ensuring that YOU are learning and keeping your business and personal finances separate while staying on track for achieving your goals.
Thinking of partnering with us? This is what you can exspect!
The Intro
Day
1
Complimentary meeting
You tell us about your yourself and business. We show you how we work with our clients. What are your goals and values? Are we a good fit? How can we tailor our support?
The Handover
Month
1
Smooth Transfer
You sign up. We complete the boring necessary admin stuff. We request and receive what we need from you previous accountant. we set up our expectations for delivery of compliance work.
The Check in
Month
2
Next Steps
We get to know you your team and your business. We get to iron out and historical creases. We get you books up to date. We answer your questions. Cashflow & Profit improvement meeting.
Strategy session
Month
3
Your Business Plan
Clarify your vision. Set a 12 month plan and quarterly goals and actions. Start with the end in mind. Establish training and support needs. Best practice from the get go.
The Work Begins
Month
4-8
The Work Begins
Extra work. Cashflow forecast. System reviews. Tax Planning. Quarterly coaching. Organisational review. Risk review.
We are on track
Month
9+
Performance Review
How are the numbers stacking up? How has our service been? Online Check in.
What our clients say!
Get Cheffed Limited
We have been doing business for several years. When we joined the KREA whanau 2 years ago, KREA helped set up a company and encourages us to view our numbers regularly.
Diverse Women
KREA is our main reason that our mission is becoming a reality and growing. The support, knowledge and experience Leah has shared with us, has been invaluable to the success of our business. KREA is our key to our success.