New Zealand

Starting, building and maintaining a successful business in today’s uncertain and rapidly changing environment requires knowledge, perseverance and the right team behind you.

Our highly skilled and results-led team can assist you to access funding, make informed strategic decisions, develop comprehensive and rolling plans at each stage of your business’ lifecycle, and identify business opportunities.

By working with you to understand your business and industry, we provide specialist knowledge and objective advice to help your business meet its full potential.

Cashflow, forecasting and funding strategies

We work with you to develop key performance indicators specific to the needs of your business to ensure you optimise your cashflow position and funding opportunities.

Ongoing monitoring and analysis allow us to offer practical recommendations to reduce costs, improve efficiency and increase profitability.

Strategic business planning                          

Strategic planning offers much deeper solutions than those regarding budgets and cash flows.

Through working with you and developing a deep understanding of your business, we can assess current performance and identify opportunities, creating a roadmap that will enable you to optimise operations and growth.

Virtual CFO                                                       

For businesses requiring the expertise of a CFO without wanting to invest in a full-time resource, our Virtual CFO service can provide real-time assistance and solutions.

We provide forward-looking, long term strategic financial advice, which will be tailored to your needs with no two VCFO engagements the same.

william buck hour tile

What would happen if you spent just one hour focusing on your business strategy?

We believe that one hour can make a difference: The William Buck Hour.

Our complimentary business review is designed to help you assess your current position, realign thinking and maximise potential.

In just one hour, we will help you uncover the critical issues relating to your business and wealth creation, as well as to identify untapped opportunities.

Find out more about The William Buck Hour >

Our services

Private client

Our Private Client service is for those with substantial business investments, family investment trusts, large family estates, SMSFs or varied investment portfolios that require a remarkable level of attention. We provide a streamlined and holistic, tax-effective service.

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Succession planning

One of the more difficult issues a family business has to contend with is managing the transition of the business to the next generation. Our Business Advisory specialists will take the emotion and potential for disputes out of the succession planning process by developing a clear plan, including all members of the family in the process. 

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Cloud accounting

Cloud accounting enables us to access your financial data securely, in real time. Spending less time on data management translates to less cost to your business.  Moreover, takes away the need to transfer files and allows our advisors to deliver timely recommendations.

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Virtual CFO

Our virtual CFO service provides the expertise of a CFO or senior accountant for those business that don’t want to invest in a full-time resource. We provide forward-looking, long-term strategic financial advice, tailored to your needs.

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Accounting and tax compliance

Tax compliance and reporting regulations are onerous, time consuming and complex. Working with William Buck can ease the burden on both administrative staff and the key decision makers of the business. We make your compliance our top priority allowing you to focus on what you do best; managing and growing your business.

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Strategic business advice and planning

Strategic planning is more than examining budgets and cash flows. It involves the ability to look at the business holistically; assessing its strengths, weaknesses, opportunities and threats, and optimising resources to allow the business to meet its goals.

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Restructures and asset protection

An evolving business can reach a point where it finds its structure obsolete or inflexible and needs a change. The ability to identify the need to restructure without triggering unnecessary taxes or other costs is a challenging but value driven process.

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Accessing finance and grants

At some point, most businesses will need to access finance. Whether a startup looking at applying for a business loan, an emerging SME interested in raising venture capital, or a well-established company considering an IPO, we can assist.

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Measures that matter                                                 

Strategic planning: Tips to developing a robust plan

Business plan checklist                                             

The advantages of outsourcing parts of your business

Business Advisory Specialists

Our latest insights

14 October 2021 | Minutes to read: 7

New taxation Bill responds to changing business practices and technology

The new Taxation (Annual Rates for 2021–22, GST, and Remedial Matters) Bill includes a range of proposed...
30 September 2021 | Minutes to read: 4

Interest deductibility rules on residential investment property and proposed exemptions

The interest deductibility proposals announced in March aimed to dampen investor demand for existing residential properties and...
27 September 2021 | Minutes to read: 3

Financial forecasting 101

What is financial forecasting? Financial forecasting is the process of estimating the future financial performance of a...

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Be Informed is William Buck's regular newsletter, filled with up to date news and relevant advice for individuals and businesses.

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