We provide...

Strategic & Governance Services

  • Business planning and concept appraisal

  • Strategic Business Plans

  • Business funding proposals

  • Business coaching and mentoring

  • Advisory Board & related governance services

02.

Accountancy Services

  • Xero on-boarding and training

  • Budgeting - including assistance with budget preparation, assumptions and upload into accounting software

  • Financial forecasting and data analysis

  • Cash-flow modelling, preparation and analysis

  • Monthly reporting – including monthly reporting analysis and tailored reporting packs (these can be incorporated as part of a strategic monthly meeting package)

  • Annual accounting – special purpose financial reporting for taxation and management purposes – companies, trusts, partnerships, sole traders and individuals

  • Virtual CFO – Chief Financial Officer/Financial Controller contract assignments and service

03.

Taxation Services

  • Full compliance services including income tax, GST, FBT, RWT returns preparations, review & payment advices

  • Taxation consultancy & advice as specifically required

04.

Cloud Technology & Business App Integration Services

  • Through our AppHQ collaboration with IT specialists and experts Proformac Technologies Limited, we are able to advise on and implement Xero compatible cloud-based app integration solutions. (We note that sometimes bespoke solutions are required, where “off-the-shelf” solutions do not provide core functionality required. Again, these can be scoped and implemented via our AppHQ collaboration).

05.

Regional Business Partners (RBP) Capability Voucher Service provider

  • As an accredited service provider under the NZ Trade and Enterprise RBP voucher capability funding scheme we can provide tailored strategic services and training for you, which may qualify for an up to 50% contribution of specified costs. We work with NZ Trade and Enterprise’s RBP’s nationally (including Venture Taranaki). We encourage you to ask us how this valuable service could be accessed to help provide you with a new toolkit of skills to accelerate your business to the next level.

 

Introducing 

Opportuna CA Limited

At Opportuna CA we believe in playing to our strengths! 

 

Whilst we deliver a suite of “traditional” chartered accounting services we are first and foremost business strategists and advisors. Our team of seasoned professionals are, in their own rights, experienced commercial business practitioners and leaders, who have done the mahi in commerce and industry. Giving us the unique perspective of fully understanding and helping our clients successfully navigate through the pain-points business owners often experience.

In getting to understand our clients’ businesses intimately, we draw on our business wisdom and experiences to equip our clients with tailored “wrap-around” support and a toolkit of professional services and assistance. The endgame being the realisation of their ultimate business aspirations.

Our Team

Katherine Roberts
Senior Accountant / CA
katherine@opportuna.co.nz
Stephen Hill
Director / CA
stephen@opportuna.co.nz
Nick Donaldson
Senior Accountant / CA
nick@opportuna.co.nz
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WHAT PEOPLE SAY

Our start-up company has been shaped and continues to evolve, thanks to Stephen’s timely and strategic thinking on opportunities, partnerships and thought processes to build our reputable brand and revenue streams.

Dan Le Breton

Business Owner

Natural Technologies Ltd

© 2019 by Opportuna CA Limited. Proudly created by Branding Hq.

Lower Level, 37 King Street, New Plymouth 4310

Tel: 027 444 3733 / 06 920 3298