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Articles by John Rowe

Let GRA Help You Organise Your Records

AUTHOR: John Rowe

POSTED: 25 April 2009

Do you struggle to organise your financial and tax records during the year? Is your accountant constantly asking for additional information? Does your record keeping resemble a shoe-box?

Getting your financial records organised is important, but many of our clients don't have the time or the patience for complicated or time-consuming systems. That's why we provide an easy solution...

GRA’s Folder Tabs is a simple records organisation system that helps you collate the information needed to prepare your financial statements and keep track of your records in case of an IRD audit.

GRA’s Folder Tabs are perfect for clients who have year end taxation obligations and need to keep track of invoices, receipts and any other relevant records. It’s also ideal for owner-operated small businesses who struggle with record keeping or just want an easy straight forward system.

Using GRA’s Folder Tabs improves record quality, speeds up turnaround of your financial statements, frees up your time and can reduce your fees.

Folder Tabs are only $25 each but can save you hundreds of dollars in lost time and headache– please contact us to find out more and place an order.

Request a Meeting

John Rowe
Retired Partner, Consultant to GRA

09 522-7955

© Gilligan Rowe & Associates LP

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Disclaimer: This article is intended to provide only a summary of the issues associated with the topics covered. It does not purport to be comprehensive nor to provide specific advice. No person should act in reliance on any statement contained within this article without first obtaining specific professional advice. If you require any further information or advice on any matter covered within this article, please contact the author.

Comments

Testimonials

This letter is to express my appreciation for the assistance and encouragement of both Anthony Lipscombe and particularly John Heaslip over the last financial year. The period since activating my trading trust has been one of considerable stress, as well as personal development, as I embarked on this as a relative business neophyte with virtually no awareness of the contemporary requirements of running a business, particularly the financial records aspect. During much of this period I have therefore felt considerable out of my depth. However I have been lucky enough to have had the benefit of the advice and support of John Heaslip in rationalizing what was a fairly chaotic set of records of the first year property trading. I am able to say that John in particular, has been unstinting in his attention to my needs and has done so in a manner which has never alluded to my extremely rudimentary grasp of managing a business, or even of being unable to set out a spread sheet properly. The result of the above guidance is that now, although my trading trust would still not be able to operate without the advice of GRA, I do least feel a sense of satisfaction that I have got to my present point without major disaster and that my property trust does now have some kind of firmer basis for any future activities - Name withheld by request

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Gilligan Rowe and Associates is a chartered accounting firm specialising in property, asset planning, legal structures, taxation and compliance.

We help new, small and medium property investors become long-term successful investors through our education programmes and property portfolio planning advice. With our deep knowledge and experience, we have assisted hundreds of clients build wealth through property investment.

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