Our services Business services Accounting and bookkeeping (payroll, invoicing, debtor ledger management). Budgeting and cash flow forecasts. Business formations (companies, trusts). Property investment (accounting, funding advice, investment analysis, ownership structures). Specialist services Smart software solutions (Smart Tools). Xero training and APPS. Succession planning to maximise the value of your business on sale. Business valuations. Retirement and estate planning. Trust formation and administration. Tax and Assurance Tax planning and minimisation. Audit/Assurance.