Resources · Biz Solutions



Invest in your business growth

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Trust Formation form
Terms of Engagement form
Company Setup form

Checklists 2023

Rental Property checklist

Business checklist

Personal checklist

Home Office Template

Checklists 2022

Rental Property checklist

Business checklist

Personal checklist

Tax Planning Resource

Year End Tax Planning Resource 2023
Year End Tax Planning Resource 2022

Year End Tax Planning Resource 2021
Tori Sullivan: Taxman's robots to hunt out cash jobs
5 Important business negotiation strategies
Complying with the new Anti-Money Laundering legislation for Accountants


10 hot questions to ask yourself as a business owner

What makes you a good entrepreneur?

The financial advantages of buying a New Build Rental

5 vital things to set up before you pass away

Proving your ongoing business viability through 5 financial reports

Go walking: keep you and your business healthy

Take care of yourself, not just your business

Goodwill: What’s it worth?

The 'No frills' 2023 budget - What does it mean for you?

3 cloud accounting tips to save your business time and money

2023 End of financial year checklist

Which is more important? Cashflow or profit?

Paying public holidays in New Zealand

5 signs you’re undercharging

The benefits of automating your customer experience

Protecting business relationships in a time of crisis

Discover your business’s untapped potential

Have you got a strategy for a financially stress-free holiday period?

Is ‘just-in-time’ (JIT) manufacturing dead?

Meeting your goals during a global slowdown

Can you turn the supply chain crisis into a business opportunity?

Restructuring or selling your business? We can help

Business tips: Building your brand to create a competitive advantage

IRD says ‘No more Mr Nice Guy’

Don’t burn out this winter!

Watch out for new trust rules that have the potential to put your assets at risk

Using the Value Ladder to increase sales

5 important business negotiation strategies

What does Budget 2022 mean for you?

Could your business survive without you?

Business tips - Scaling up your business and workforce

CCCFA: 3 tips for getting your home loan approved

How an accountant supports your business development

What’s your business worth?

Significant disclosure and reporting requirement changes for New Zealand Domestic Trusts

Time to Review 2021 and Plan for 2022!

Are you making time for mindfulness?

COVID‐19 Wage Subsidy for August 2021 - closes on Friday 3rd September 2021

Government's assistance available to businesses during Covid Alert Level 4

How to effectively handle employee conflict

Making data meaningful in your business

Upsizing or downsizing? We can help with the forecasting

Be, Do, Have

Employee share schemes help you stand out in a red-hot job market

What's the difference between financial accounting and management accounting?

New superannuation rate: are you on track for retirement?

Minimum wage: expect more increases
The value of cashflow forecasting during a crisis
Should you buy or lease your business assets?
How good is your after-sales service?

Looking for business funding? We can help
Are Interest Rates On The Rise?

Establishing your competitive advantage

How digital is your business?

Welcome to 2021!

Leadership lessons: JUST FOR ME

Building a Better Business in 10 Steps

Top tips for building a strong company culture

Negotiating a better lease during Covid – Top Tips

Staying on track with your personal budget

Introducing Biz Mortgages

Government announces new wage subsidy and other support measures

6 Reasons To Look at Your Financial Reports

Understanding working capital to maintain business success

Slow payers cost you real money
Understanding your revenue drivers
Selling with empathy
Key numbers to focus on in your business now
Raving fans are like business ambassadors
Dealing with uncertainty – tips for business owners
Eight C's to help your business during Covid-19
Remote working: how to get your business ready
Top 8 things to outsource in your business
How to use forecasts and scenario-planning
How healthy is your working capital?
Start your year off in the performance zone
Create the perfect business plan
10 ways to improve self-awareness
Vaniyé Patisserie Wins Best French Bakery
How to regain control of your business


What’s in the forecast?


Employee benefits and the link to staff engagement


Your job description as Director


What's your unique selling point?


Are you playing in the growth game?


Insuring your business


Living above the line - how winners behave


Have you claimed your Google listing?


Five steps to better cash


Teaching your kids about
Working from Home?
Claim your home office expenses
Are you on top of payday filing?
2019 Financial Year
and Taxation Return Filing
Capital Gains Tax changes
 - how will it affect you?
Working for yourself?
 Have you got your Super sorted?
Here’s how to better
understand your risk profile
Payday Filing
What does it mean for your business? 
What will a National-led government mean for your taxes?

How much should you pay yourself?

Should you buy a building for your business?

5 challenges for small business - and how to beat them!

What’s the difference between employees and contractors? And why does it matter.

Should you invest in residential or commercial property?

How humour can increase your bottom line

The true cost of a new employee

Targeting a specific audience with your product – and why this adds value

What are the risks of taking out a personal guarantee on a loan?

Minimise team turnover and time spent recruiting

Increase to the minimum wage

6 strategies to clear surplus stock

Managing pay increases and pay conversations

Support for businesses hit by Cyclone Gabrielle

Let's reflect and reset

Happy Christmas

Identifying your financial risks

Five things all employers should consider in early December

Business tips: Selling up and moving on – what happens next?

How profit sharing can help your business retain talent

Business tips: Adding value to your business prior to an exit

Is the build-to-rent tax break unfair on mum and dad landlords?

Shortening your cash conversion cycle to free up cash

Managing change in your business

How to coax your people back to the office

Business tips: Have you achieved your goal for the business?

Looking for business funding? We can help

Mortgage and Housing Update

Business tips - Learning to make good business decisions

Business tips: Budgeting and managing cashflow

Which new tax changes will affect you and your business?

A strong strategy is the heart of your successful business

Business tips: Getting your operations up and running

High inflation: What does it mean for your business?

Time is money: make the most of 2022

Your business exit strategy in 9 steps

What is bank reconciliation – and why should you be automating this process?

RBNZ Official Cash Rate Covid Response

Biz COVID-19 Alert Level 4 Update

Cash is not profit and vice versa

Lead by Example - Be a Mental Health Champion

P is for purpose, not profit

The Man on the Moon Principle

Buying or selling a small business? New tax could affect you
Is property still a good investment?
Should I focus on profits or cashflow?

What do you want from your business?

COVID 19 - Latest summary of financial support available for businesses

Reintroduction On The 39% Top Personal Tax Rate

Knowing your team's learning styles is good for business

Bring your A game (not your O game)

Introducing James Oliver General Manager at Biz Mortgages (Accredited Mortgage Adviser)

Adopting an Atomic Habits mindset

Adopting an Atomic Habits mindset

Balance passion and planning when you pitch for funding

Setting sales targets

Succession planning for small businesses

The difference between restructuring and redundancy

When life gives you lemons, pivot
Give your business a medical
Your critical numbers
Wage subsidy & small business cashflow loans scheme - application deadlines
Managing change in your business
Government delivers 2020 Budget 'Rebuilding Together'
Additional Government support for SME’s
Covid-19 Information for Businesses
IRD no longer accepting payments by cheque
Competitor analysis – know who you’re up against
Your workspace can impact productivity
Want more money, more time or less stress?
10 steps to achieving balance this holiday break
Funding your business – equity or debt?
Have you got a strategy for a financially stress-free holiday period?
Get strategy at the heart of your successful business
Supercharge your business and improve business performance
Free Xero training coming to a town near you

Improve Business Performance

Moving on from cheques

Improve Business Performance

Building a Better Business in 10 Steps

Improve Business Performance

Use of Money Interest and Provisional tax payment on 28 August 2019 – THE LAST CENT

Improve Business Performance

How to develop your company brand

Improve Business Performance

5 key things to get right when starting a business

Improve Business Performance

The fundamentals of an Organisation Chart

Improve Business Performance

Supercharge Your Business and

Improve Business Performance

Minimise team turnover

and time spent recruiting

Make your business more


Conducting successful

performance reviews

NZ launches R&D tax incentive

legislation - What’s in it for you?

Are you on top of

payday filing?

When was the last time

you checked in with your KiwiSaver?

Managing Millennials
in business
Residential Rental Loss
“ring-fenced” from 2020
Xero Reporting:

Drilling down into your numbers

Five accounting tips to give

you more time to focus on


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Wondering how we can help your business grow?

Take the next step – call our friendly team on 09 985 2000 – or send us your details and we’ll get in touch right away.

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