Precision audit, airtight compliance, and strategic financial counsel—engineered for growth-stage companies and enterprises alike.
FY 2024 optimisation
From accounting and tax compliance to business advisory, payroll, property investment, trust administration and Inland Revenue support, we provide practical guidance tailored to your goals.
Annual accounts, financial statements and management accounting services for individuals, sole traders, partnerships, companies and trusts throughout New Zealand.
Professional Income Tax, GST, FBT, PAYE and ACC compliance services that help businesses meet their obligations while managing tax efficiently.
Practical advice for new and established businesses, including business structures, planning, growth opportunities, risk management and strategic decision-making.
Complete payroll administration covering employee payments, payslips, leave balances, KiwiSaver, PAYE, Inland Revenue filings and ACC obligations.
Accounting, tax and structuring advice for property investors, including rental portfolio reporting, bright-line test guidance and investment structure planning.
Family trust establishment, ongoing administration, financial reporting and asset-management planning to help protect and manage family wealth.
Professional representation and support for Inland Revenue audits, tax disputes, information requests, penalties and payment arrangements.
We make it simple to get started. Every engagement begins with a free initial consultation so we can understand your circumstances, identify the services you need and recommend a practical way forward. Our services are tailored to you and provided through a clear, fixed-fee structure wherever appropriate.
Start with a free, no-obligation conversation. We take the time to understand your business, financial position, immediate concerns and long-term goals.
We review your current records, obligations and business structure to identify compliance requirements, potential risks and opportunities for improvement.
You receive a clear recommendation outlining the services required, expected outcomes, responsibilities, timeframes and proposed fees.
Our team completes the agreed work, which may include accounting, tax returns, payroll, business advisory, property reporting, trust administration or Inland Revenue support
We remain available throughout the year to answer questions, monitor deadlines and provide timely advice as your personal or business circumstances change.
per engagement · SMEs up to $5M revenue
The essentials for a growing business that needs a clean audit opinion and reliable compliance filing.
Free consultation included
per engagement · growth companies
The full suite for ambitious growth companies scaling toward significant capital events or regulatory obligations.
Free consultation included
bespoke scope · large corporates & groups
A bespoke engagement for complex organisations, multi-entity groups, pre-IPO companies, and regulated industries.
Scoped & quoted within 48 hours
per engagement · annual retainer · save 15%
The essentials for a growing business that needs a clean audit opinion and reliable compliance filing.
Free consultation included
per engagement · annual retainer · save 15%
The full suite for ambitious growth companies scaling toward significant capital events or regulatory obligations.
Free consultation included
bespoke scope · large corporates & groups
A bespoke engagement for complex organisations, multi-entity groups, pre-IPO companies, and regulated industries.
Scoped & quoted within 48 hours
Every review is from a verified client. We collect them via an independent third-party platform and publish them without modification.
“After 12 years at a Big Four firm where I barely saw the engagement partner twice a year, switching to LedgerWise felt almost strange. Richard Holt was in every material meeting. He knew our fund structure, our LP agreements, and our regulatory position. That’s what audit is supposed to look like.”
Villa Owner
“Fixed fee, transparent process, management letter that actually contained useful observations rather than boilerplate. Every year I read the management letter first, before the audit report. That’s how good it is. Our board now uses LedgerWise’s observations as input to the risk register. That’s the standard.”
CEO - Neural Farm
“Research cost capitalisation in pharma is extraordinarily complex. Our previous auditors issued a clean opinion every year without meaningfully challenging our judgements. LedgerWise challenged three of our capitalisation decisions in Year 1, two of which they were right about. That’s the audit you want.”
CFO - Reaford
“Seven donor compliance audits — USAID, EU, FCDO, and four others — completed in a single three-week fieldwork window. Our previous firm needed four months to do the same work. The LedgerWise team understood donor requirements without being briefed on them. That’s rare.”
Head Marketing - Harmony Group
“We were facing transfer pricing challenges from two tax authorities simultaneously. LedgerWise produced benchmarking documentation and defended our position in both jurisdictions. Zero penalties assessed. The forensic detail in their technical analysis was unlike anything I’d seen from a firm our size.”
Director Siloam Hospital
“As a Series B company preparing for institutional investors, we needed more than a statutory audit — we needed a partner who understood venture-backed business models. Amara Lowe’s CFO Advisory work helped us reframe our financial story in ways that materially improved our Series C terms.”
Home Business Owner
Still have questions? Call us directly or schedule a discovery call at no charge.
The fundamental difference is the partner model. At most large firms, a partner sells the engagement, attends the kick-off meeting, and signs the final report — with the actual work delegated to rotating teams of senior managers, managers, and graduates who change from year to year.
At LedgerWise, the partner you meet in your first call is the partner who leads every meeting, reviews every working paper, and is personally accountable for the quality of the output. This is a structural commitment, not a marketing promise.
The second difference is independence. We’re not part of a global network with audit independence conflicts, regulated audit partner rotation across affiliated practices, or commercial pressures to sell you consulting work through the audit. What we recommend is always in your interest.
LedgerWise was founded in 2006 by four partners who left Big Four firms. We have been operating for over 18 years, with 42 partners and more than 180 professionals across offices in London, New York, and Singapore.
Our average client tenure is 9 years — which we believe is the most accurate measure of how well we’re doing our job.
We work with companies ranging from Series A startups preparing for their first statutory audit to NYSE-listed enterprises requiring PCAOB-registered assurance. Our sweet spot is growth-stage companies — typically £2M to £200M in revenue — where quality financial advice has real strategic impact rather than being treated as a compliance box-tick.
That said, size is less relevant than complexity. A £3M healthcare company with significant grant funding, regulatory oversight, and complex revenue recognition may need more sophisticated support than a £20M distribution business with straightforward accounts.
Yes. We have active clients in 12 countries. Our offices in New York and Singapore mean we have partner-level presence in North America and Asia-Pacific. For group audits with subsidiary entities in other jurisdictions, we coordinate with local correspondent firms — always with a LedgerWise partner retaining overall engagement responsibility.
We are registered with the PCAOB for US-listed entities and can audit companies reporting under US GAAP, IFRS, or applicable local GAAP frameworks.
Yes, and it’s more common than you might think. We manage auditor transitions frequently — including in situations where the outgoing firm has been dismissed or has resigned. We have a clear handover protocol that includes reviewing prior-year working papers (where access is granted), communicating with your previous auditor as required under professional standards, and agreeing opening balances.
Mid-year changes work best when initiated before the financial year-end. Contact us as soon as you know you want to change — the earlier we start the transition, the smoother it will be.
Yes, as far as possible. Every client has a named partner who is their primary relationship holder — and we work hard to maintain team continuity year on year. The partner who leads Year 1 leads Year 5.
For regulated audit engagements, we comply with any mandatory partner rotation requirements (e.g. seven-year rotation for listed entities in some jurisdictions), but even in those cases, a different LedgerWise partner takes over rather than the account being transferred to a different firm.
Our free 45-minute discovery call will tell you exactly which tier fits your situation — and whether a custom scope might serve you better. No obligation, no sales pitch.
Free · No credit card · Partner responds within 1 business day
