FAQ

How do I get started?

We will need your personal IRD number as well as any IRD numbers that relate to your business, trust or partnership, such as your GST number. You also need to provide your bank account and credit card details so that we can set up bank feeds in Xero so that your financial activity can be tracked.

How hard is it to change from my existing accountant?

Not hard at all. Once we have agreed on a plan that’s right for you, we’ll get you to sign a Letter of Engagement which sets out our terms and conditions. Then we’ll contact your existing accountant and organise the smooth transfer of any information. You won’t need to contact them at all if you don’t want to. We can take care of the lot.

Do I need to buy expensive software?

No. All Generate Accounting clients have access to the award-winning Xero software as part of their package. This software is based in the cloud so you can access it anywhere, anytime from any device with a web browser. Check out more on Xero here.

Do you charge me if I ring to ask a question?

Never. We love to hear from our clients! If your enquiry requires some extra work, we’ll be sure to let you know and quote you a fee up-front.

How do I pay for my monthly package?

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All monthly packages are paid by direct debit to make it as easy for you as possible. Let us buy you a coffee and help you select the package that’s right for you.

What happens if I stop paying my monthly fee?

We’ll get in touch to see if there’s a problem first, but we won’t continue any work or start any new assignments until the account is up to date.

Do you ever increase your fees?

We endeavour to keep our fees as low as possible. We review our monthly fees in March each year. If we ever decide to increase our fees, we will advise our clients in writing at least 30 days ahead of time to make sure there’s no surprises.

Do you have any parking?

Absolutely. We have client parking right under the building – and there’s no fancy-pants intercom to worry about. Just drive straight off Union Street, right next to all the motorway offramps. We really couldn’t be more conveniently located to every part of Auckland if we tried!

Will you let me know when my tax payments are due?

Absolutely. We offer a tax management service as part of the monthly fee at no extra charge. We’ll write to you to let you know when payments are due with plenty of time to spare. If you need help planning in advance for these, just let us know.

What are the prices of your other services?

We’re not just accountants and have a huge range of other services on offer. Unlike most professional service providers, we don’t bill by the hour – it just encourages inefficiency. Before we start a job, we always quote you a fee up-front. That way you always know exactly how much something will cost and there are no surprises. Our clients like it that way.

Can you do the difficult stuff?

We thrive on it. We regularly provide clients with complex tax opinions and advice, along with strategic recommendations that ensure your business continues to grow. If there is something we are not sure on, we’ll consult with another expert to make sure you’re always getting what’s absolutely best for your business.

Are you all qualified?

Yes. All our staff are fully qualified. All accountants have at least a Bachelor’s Degree in Accountancy. Nearly all our team hold multiple degrees. It’s important to work with qualified people.

Do you belong to a professional association?

Of course. Generate Accounting is a member of CPA Australia. CPA Australia is one of the world’s largest accounting bodies with a global membership of more than 160,000 members working in 118 countries around the world. It is one of two accounting bodies in New Zealand that have been granted a licence by the Financial Markets Authority to accredit auditors and audit firms in New Zealand.

To offer public accounting services, CPAs must also complete CPA Australia’s Public Practice Program, which involves distance learning and an residential intensive course, and must hold a Public Practice Certificate in accordance with the CPA Australia’s by-laws.

Generate Accounting holds a CPA Public Practice Certificate.