Terms and Conditions

We appreciate your trust in selecting NZFA as your partner in navigating the financial and accounting landscape. This document serves as a cornerstone of our professional relationship, detailing the mutual responsibilities, expectations, and ethical standards that will guide our collaboration. Understanding and agreeing to these terms is essential for a productive and successful partnership.

Our Guiding Principles

Our firm is built on a foundation of core principles that define our professional ethos and guide our daily operations and interactions with clients. These include Integrity, Excellence, Respect, Innovation, and Accountability, ensuring we always act in your best interests.

Your Success is Our Mission

We aim to be your strategic partner, offering insights and solutions tailored to your unique business context. This includes strategic financial planning, risk management, compliance and regulatory guidance, and performance analysis.

Client Responsibilities

You, as our valued client, play a crucial role in the success of the services we provide. To facilitate a productive and efficient partnership, we outline the following responsibilities that you agree to uphold:

• Timely Provision of Information: You agree to provide all necessary information, assistance, and access to facilities in a timely manner to enable us to deliver our services effectively.
• Accuracy of Information: It is imperative that the information you provide is true, accurate, and not misleading to ensure the integrity and reliability of our services.
• Compliance with Legislation: You commit to ensuring that the collection, retention, and dissemination of information for the purposes of the services comply with the Privacy Act 1993, along with any other applicable legislation governing the use of such information.
• Purposeful Use of Services: The results of our services are to be used solely for the purposes for which they were intended, as outlined in our engagement agreement.
• Health and Safety Compliance: When our personnel visit your premises, you agree to inform them of all necessary health and safety requirements, including safety equipment, emergency evacuation procedures, and the reporting of accidents and hazards.

Your Role in Our Partnership

A successful partnership relies on active and engaged participation from both sides. We expect prompt and accurate information sharing, active engagement, and regular feedback.

Defining Our Services

Our services are comprehensive and designed to address the full spectrum of your financial and accounting needs, including bookkeeping, tax advisory, audit and assurance services, and business advisory services.

Extent of Services

We do not accept any responsibility for the accuracy and completeness of the accounting records and other information you supply to us or for the reliability, accuracy, and completeness of the financial information compiled based on those records and information. We also do not accept any responsibility for the maintenance of adequate accounting records, an adequate internal control structure, and the selection and application of appropriate accounting policies within your organization. You are solely responsible to users of the financial information we compile.

You will be required to review and approve the final returns and reports for reasonableness and correctness, and you will need to understand the importance and risks of signing income tax returns and other statutory documents as being true and correct statutory records.

Where the Services include any taxation services, you are legally responsible for filing correct returns by the due date and for payment of tax on time.

The information you are to supply and any other information that we consider necessary to complete the engagement must be provided on a timely basis in order that the engagement can be completed on a timely basis.

Our engagement does not include the investigation or discovery of internal control weaknesses, errors, illegal acts or other irregularities, including without limitation, fraud, or non-compliance with laws and regulations. However, if we are unable to complete the compilation of your financial information, or we consider the information to be misleading, we may refer to such matters within our compilation report or we may determine, at our sole discretion, not to issue a report.

Empowering Us to Represent You

To effectively advocate on your behalf, we may require specific authorizations. These enable us to access financial records, communicate with third parties, and make informed decisions within pre-agreed limits.

Communication and Instructions

Clear and direct communication is essential for an effective partnership. We establish protocols for instruction channels, update meetings, and confidentiality.

Recognizing Our Boundaries

We are committed to providing comprehensive support, acknowledging the limitations of our role in decision-making and validation of information.

Keeping You Informed

We commit to transparency and open communication throughout our engagement, providing regular updates and ensuring accessibility for any questions or concerns.

Our Team at Your Service

Our team comprises seasoned professionals with diverse expertise in accounting and finance, committed to your success through ongoing training and a structured team approach.

Use of Engagement Materials

Materials produced during our engagement are proprietary but accessible for your use, ensuring you can benefit from the outputs of our work.

Ensuring Independence

Our independence is critical to providing unbiased advice, proactively managing any potential conflicts of interest to maintain our commitment to impartial advice.

Understanding Our Fees

We believe in transparent and fair pricing, with fees based on the scope of services provided and reflecting the complexity and value delivered.

Flexibility to Adapt

We recognize that business needs evolve, remaining flexible to adjust our services as your business needs change.

Your Feedback Matters

Feedback is a vital part of our continuous improvement process, valuing your input to enhance our services continually.

Looking Forward

We are committed to building a lasting and fruitful partnership, approaching our engagement with a long-term perspective and a partnership approach.