Financial Statements & Tax

Tax compliance is one thing that you need to get right, the first time. KJB Chartered Accountants can help file your tax returns on time and minimising your income tax obligation by keeping up to date with all the latest legislative changes.

  • Company, Trust or Individual Income Tax Returns

  • Annual Reports

  • Income Statements

  • Companies – Filing, Reporting & record keeping obligations

    • GST – Preparation Training, or we can prepare and file
    • AIM – Bi-Monthly preparation and filing
    • FBT – Assist or prepare and file returns

KJB Chartered Accountants specialise in small to medium sized businesses and ensure that any software requirements are customised to suit your needs.

GST/FBT – These two taxes can be daunting for some more than others and we can help you understand how to complete and file each return, but if that’s not for you we’ll be more than happy to take care of it for you.

AIM – If your income fluctuates during the year we can discuss if this option of paying tax would best suit you. It’s a provisional tax option that uses accounting software (such as Xero) to calculate how much provisional tax a small business needs to pay and is generally in line with the two monthly GST return.

Business Structure, Training & Planning

If you are thinking about staring up a business we will have in depth discussions regarding which business structure would best suit your needs.

  • Structure Planning

  • IRD Applications

  • Company Incorporations

  • Accounting Software Setup & Training

  • GST Registrations

  • Tax Planning

When staring up a business ensuring you have the right structure, systems and processes in place before you start can save you a lot of time and money if you get it wrong.

KJB Chartered Accountants will explain all you need to know, without the accounting jargon, and help you understand all your options.

There are different obligations if you are a sole trader, Trustee or a Director of a company and we will make sure your obligations are clear.

Business Services

  • Management Reporting

    • Monthly Reporting
    • Monthly KPI’s
  • Cashflow Management

  • Organisation Review

  • ACC Management

We will help you to assess how your business is progressing and teach you how to grow your business to the next level by using a combination of management reporting, KPI’s, cashflow and budgeting tools.

Understanding the complexities of ACC can be challenging but we’re here to help you get the right level of cover for you and your business.

Company Admin & Management

A Company is a legal entity and its actions are separate from those of its Directors and Shareholders. Director’s responsibilities include regular filing, reporting and record keeping obligations.

KJB Chartered Accountants will ensure that all your obligations as a Director are understood and fulfilled.

At KJB Chartered Accountants we can handle all aspects of Company Administration and management including incorporating your company, filing the company annual return and maintaining all company records, including the shareholder register.

We pay attention to the details so that you don’t have to.

KJB Chartered Accountants, Kawakawa, Paihia, Bay of Islands – accounting, tax and business services
Kelly Wedekind, BBus. CA.

Founder – KJB Chartered Accountants

Professional Experience

Kelly Wedekind is passionate about her local community and helping clients to thrive in their business. From accommodation providers through to electricians, plumbers, and everything in between. Kelly has a keen eye for ensuring accounting needs are closely monitored. She also provides in-depth training sessions to new and existing clients who use Xero software and QuickBooks and is always on the ball with market trends and new features which simplify the accounting process.

With a background in banking, the mum-of-two completed her business degree and post graduate diploma while working full time and began her accounting career in July 2007 and has continued to expand her client base and skill set ever since. Having attained her Certificate of Public Practice in March 2021 Kelly thought now was the best time to venture out on her own.

Professional qualifications and memberships include:

  • Bachelor of Business Degree – Accounting Major
  • Chartered Accountant with Chartered Accountants Australia and New Zealand
  • Certificate of Public Practice

Get a personal consultation.

We will take care of all your accounting needs.