Managing finances isn’t just about keeping the books straight—it’s also about understanding your relationship with money. That’s where The Money Mentalist, accountant with a twist comes in. Unlike traditional accountants who just ‘look after the books’ The Money Mentalist empowers you to change your financial future by understanding how your business fits into your life, not the other way around.
Running a business has its challenges, and managing finances shouldn’t add to your stress. Whether you’re starting out or looking to optimize your operations, we offer comprehensive assistance in bookkeeping, accounting, tax planning, consulting, and coaching.
Our goal is to simplify your business journey by managing your financial statements and tax returns, ensuring all accounting and tax obligations are met, and keeping you in good standing with the IRD. We know accounting tasks aren’t why you started your business, so we partner with you to solve problems, add value, and help you succeed.
In addition to this we can also help you understand your behavior with money, enabling you to make lasting changes and take control of your financial destiny. By re-writing your beliefs about money, we guide you toward financial freedom.
Money Mentalist offers a tailored approach to meet your unique business needs. Instead of off-the-shelf packages, we create customized solutions. Our services include annual accounts, tax returns, provisional tax planning, GST returns, and Companies Office compliance and bespoke mentor/coaching for your personal finances. We’ll even teach you how to handle some tasks to save you money.
Our clients benefit from monthly retainers that cover tax planning, payment notifications, annual accounts, tax returns, GST assistance, and incidental support throughout the year. This means no surprise bills and the peace of mind that comes with knowing your financial affairs are in order.
If you’re ready to transform your business and your relationship with money, let’s talk. Book a time to discuss a tailored solution for your business and start your journey toward financial empowerment today.