The Adviser Platform (TAP) has launched a new adviser accounting package for adviser businesses in New Zealand.
Designed to meet the accounting needs of financial advisers, the firm’s accounting package includes a range of services, from GST and taxation, to forecasting and strategic business advice and structuring.
The package adds to TAP’s portfolio of products and services for its members. This includes a dedicated admin support team, a purpose-built CRM, and compliance advice and support.
“Given the current regulatory environment, it’s important for advisers to demonstrate that they have good financial management in the operation of their business and that their business is a legitimate and functional enterprise,” says TAP’s Managing Director, Ryan Edwards.
“Our accounting package will take care of the numbers side of things to prove their business is running smoothly. We’re also confident that the service represents exceptional value for money.”