Your Commercial and Large Enterprise Accountants and Advisors

Tim Clare Dunedin Accountant talking to client

Gain control, create wealth & plan your future

At Clare & Associates our wealth of knowledge and expertise across a broad range of industries means that our packages are designed specifically to meet the unique needs of your commercial business. Our bespoke FutureX programme is at the forefront of our commercial business accounting and advisory, we foster sound working relationships and provide superior service to help you gain control, create wealth, and plan your future. Building Better Business is what we do.

At Clare & Associates we are proactive accountants and business advisors empowering YOU to meet your goals.

FutureX Programme

We have proven strategies to Gain Control, Create Wealth & Plan Your Future

line art of hand tapping user icon for business advisors helping gain control

Gain Control

…of your business through accurate monitoring, tax minimisation and implementing changes for success.

Graph with upward trend line; chart, increase, growth for business advisors to help create wealth

Create Wealth

…by ensuring you meet your wealth goals by maximising profits, cashflow and business value.

Document icon with checkmark symbol for Dunedin accountants to help plan your business future

Plan your future

…by creating a roadmap for your business through forecasting to ensure you achieve your goals.

Circular diagram illustrating a six-step process with sections labeled: Discovery Process, Solution Plan & Proposal, Engagement, FutureX Workshop, Management Financials Delivery, and FutureX Tracker Review. Each section has an icon and alternating orange and gray colors.

Our FutureX programme is our bespoke strategy planning session to set 3 year goals, discover and analyse drivers to meet these goals, set a 3 year forecast and then track actual results against forecast. The key takeaways from the programme are:

  • Forecast profitability, free cashflow and business value for the next 3 years

  • Insight into your working capital cycle and sustainable growth

  • Insight into the drivers that influence profitability, free cashflow and business value

  • A roadmap to achieve your financial goals

At Clare & Associates we have a comprehensive range of services in both Compliance and Proactive Advisory.

Compliance

Annual IRD Compliant Financial Statements

Orange icon of a receipt with a dollar sign and a rubber stamp Dunedin accountants IRD compliance.

Taxation Returns

Orange icon of a document with a dollar sign and a pen symbol for tax returns

Goods & Services Tax (GST)

Icon of a stack of coins and a GST calculator with arithmetic symbols in orange as Goods and Services Tax symbol

Fringe Benefit Tax (FBT)

Orange outline of a delivery truck with 'FBT' on the side symbol for Dunedin accountants FBT compliance

Xero & MYOB Partners

Illustration of a handshake in orange outline symbol for Xero and MYOB partners

Tax Minimisation and Payment Reminders

Orange outline illustration of a smartphone with the word 'PAY' and overlapping credit cards, representing mobile payment.

Advisory

Monthly or Quarterly Financials

Orange line graph with upward trend and arrow on a white background for business advisory on monthly or quarterly financials.

Profit & Cashflow Improvement

Orange outline icon of a person giving a presentation with a chart symbolising profit and cashflow improvement

3 Way Forecasting

Orange chess pawn icon with directional arrows indicating movement options as 3-way forecasting symbol.

Forecast Profit, Cashflow & Equity

Icon of a web browser with a magnifying glass and dollar sign for forecast profit

Indicative Business Valuation

Outline of a money bag with a dollar sign and a calculator symbol for business valuation

Succession Planning

Orange line drawing of a wall calendar with bindings symbol for succession planning
Tim Clare, Dunedin Accountant, Director of Clare and Associates

Request a FREE initial consultation with Tim Clare, our Commercial & Large Enterprise specialist

Clients we work with

Meet the Team