Convex Accounting · Convex Legal
Wellington · Porirua · Hutt Valley Chartered Accountants & Business Advisors Est. 2011
Services

One firm. Three tiers of thinking.

Everything we do is tailored to you — no gold, silver or bronze packages. We build a plan around your needs and keep the pricing clear and transparent. Compliance is the table stakes; the forecast, the structure and the CFO seat are where the value compounds.

01 Foundation · Transparent annual pricing

Compliance Accounting

Tax best practice, streamlined processes and clear reporting — the information you need, when you need it. You pay the tax you should, without paying more than you need to.

See compliance scope
Financial statements & tax returns
Done promptly and explained clearly — you understand the important bits without drowning in detail.
Tax planning
A ground-up review with a fine-tooth comb: paying what you should, never more than you need to.
Xero & software
Xero specialists who know the add-ons inside out — the right tech, integrated to lift productivity.
Regular reporting
Your annual accounts are out of date a month after year-end. We combine history with current performance so you can decide on the real picture.
02 Strategy · Quoted scope of work

Virtual CFO

Precise, timely financial data, a dynamic budgeting process and the bookkeeping handled — so you make well-informed decisions as the business evolves.

Explore the Virtual CFO offering
Strategy, planning & coaching
A specific, actionable plan plus the accountability to hit it — one-on-one mentoring and small-group workshops.
Business diagnostics
We deep-dive each key performance area and hand you a clear plan to shift the business.
Buying, selling & succession
Programs to buy well, build a successful business, or plan your exit — who to sell to, when, and how to manage the proceeds.
Lending structuring
The right structure — with tax-deductible debt where possible — can pay debt down years faster.
03 Growth · Set monthly retainer

Business Advisory

Practical, pragmatic advice to push the business forward — the highest return, quickly, with as little risk as possible.

See advisory work
Monthly management reporting
Timely reporting, adjusted for real-world conditions, with the insights and KPIs to make informed calls.
Budgeting & forecasting
Direction, accountability and a benchmark — with in-year reforecasting as the business changes.
Outsourced finance function
From issuing an invoice to payroll and creditors — your full finance function, end to end.
AI utilisation
Practical AI put to work in your finance and operations — automating the routine so your people spend their time where it actually counts.
Offshoring
Build and manage offshore capacity the right way — the roles, processes and oversight to cut cost without dropping the ball.
How we work

Four conversations, in the right order.

1

Cashflow, profitability, working capital

Where the money actually comes from and goes. The conversation that changes the most, first.

2

Structuring, asset protection, risk

The shape of the business — entities, ownership, what’s exposed and what’s shielded.

3

Investments, property, wealth creation

Turning a healthy business into long-term, protected wealth for the people behind it.

4

Accounting and tax

Last, not first. When the above is right, compliance largely writes itself.

Not sure where to start?

Start with a 30-minute conversation. We'll give you a straight read on what you need — and what you don't.

Book a chat