Welcome To

Tax & Business Advisory

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The right solutions for your business

You work hard to make your business a success and you deserve more than someone, so you deserve support that goes beyond GST filing and your annual tax returns. We understand the journey you’re on because we’re local business owners just like you. We know the challenges SMEs face, and our enthusiastic team is here to support you every step of the way.

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The right solutions for your business

Which best describes your business right now?

New Business / Start-up

Starting a business comes with big decisions right from day one. We help you set up the right business structure (sole trader, partnership, company or trust), take care of IRD and GST registration, and make sure everything is set up correctly from the start. We'll also help you set pricing that works, understand your margins and mark-ups, and put simple cashflow and budgeting foundations in place so your business is built to be profitable, not just busy.

Early Years In Business

Once your business is established, the focus shifts to staying compliant and building momentum. We support businesses with ongoing accounting, GST and tax returns, cashflow management, and proactive advice to help you make confident decisions as you grow. You'll have clear numbers, plain-English explanations, and the peace of mind that everything is being handled properly.

Established / Growth Mode

If your business is ready to scale up, Coastal Accounting will partner with you and expertly guide you so you can reach the next level of business growth. If you need an advisor to give you sound strategic financial and business advice, we're happy to help.

Getting Ready For Exit

Done the hard yards and thinking about selling your business? Work with Coastal Accounting for a smooth and successful business exit. With skilled tax, consulting and transaction advice from our specialist team, you'll maximise the value of the sale.

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get in touch
get in touch
get in touch

The Coastal Accounting Difference

No matter the size of your business or the scope of your plans, the team at Coastal Accounting is here to support you every step of the way.
Much more than just looking after your accounts, we deliver valuable insights and a personalised service to drive your success. We’ll find the best solutions for your business and never lose sight of the big picture – your future!

OUR DEDICATED TEAM

The Coastal Accounting Difference

Why Choose Us?

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Long-term partnership

We’re in it for the long haul and we aim to build an enduring relationship to support continued success for your business.

Personalised Services

You’ll enjoy a friendly, personalised and transparent approach to accounting and advisory that big firms can’t match.

Proactive Guidance

We don’t just do your books and taxes! Running a business is never a one size fits all situation and we’re here to set you up for success.

Innovative solutions

If you need more advanced accounting software as your business grows, we can recommend what’s best and show you how to use it.

How Coastal Accounting can assist

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Succession planning

We’ll help you clarify what you want for the future (including business and personal expectations) and define how to turn that vision into a reality.

Managing 
cash flow & budgets

We help you create and manage accurate cashflow forecasts and budgets, giving you a clear picture of your business finances. With the right planning in place, you can stay ahead of changes and make informed decisions with confidence. 

Grow your business

We work side by side with our clients, providing practical financial solutions that deliver real results and create long-term value and growth.

Coastal Accounting has been Northland Fish & Game’s accountant for the past ten years and during this time they have provided excellent accounting services, finishing our accounts in time for the auditors to review.
Katrina and her team provide very up to date professional advice and training so my administration officers can do most of the book work, saving me money in the process. I highly recommend their service.


Rudi Hoetjes | Regional Manager | Northland Fish & Game Council

"Katrina Goldie and Coastal Accounting are great to work with, Katrina has taken the time to understand my business and provides excellent support. It’s so refreshing to work with an Accountant who feels like part of our team and really adds value. I thoroughly recommend Katrina and Coastal Accounting."

Paul Dunn | Marine North

Trusted by Businesses Across Northland

Coastal Accounting have attended to our financial needs for the past couple of years, after we decided we wanted to shift our business to a smaller, local adviser. We have been very pleased that we chose Katrina as our accountant; she is extremely thorough, provides excellent written records, explains everything clearly and is an all-round pleasure to deal with.

Based upon our very positive experiences, we have no hesitation in recommending her services.

Mike Farrow | Landscape Architect

Hatchback Haven Limited have is now in its eighth year of operation, Katrina and Coastal accounting have been on our journey from the start. Katrina and her staff have always been professional in all aspects of our business communications and gives good advice.

We would strongly recommend Katrina (Coastal Accounting) for all your business accounting needs.

Hatchback Haven

Trusted by Businesses Across Northland

When I started my business, everyone I asked about an Accountant recommended Coastal Accounting Limited. After having a sit down and the ladies running through everything with us, wow, I can see why they’re so highly spoken of. They have made everything easy, fast, and understandable. I’ll definitely be recommending you to anyone who asks.

Knee Deep Plumbing 

Coastal Accounting has been Northland Fish & Game’s accountant for the past ten years and during this time they have provided excellent accounting services, finishing our accounts in time for the auditors to review.
Katrina and her team provide very up to date professional advice and training so my administration officers can do most of the book work, saving me money in the process. I highly recommend their service.


Rudi Hoetjes | Regional Manager | Northland Fish & Game Council

Trusted by Businesses Across Northland

"Katrina Goldie and Coastal Accounting are great to work with, Katrina has taken the time to understand my business and provides excellent support. It’s so refreshing to work with an Accountant who feels like part of our team and really adds value. I thoroughly recommend Katrina and Coastal Accounting."

Paul Dunn | Marine North

Trusted by Businesses Across Northland

"The team is amazing. Thank you, particularly to Hazel for her dedication and advice. You guys have been so helpful over the past months with Covid, business continuity advice has been extremely valuable. Thank you from the bottom of our hearts. "

Regional Business Network

Trusted by Businesses Across Northland

Coastal Accounting have attended to our financial needs for the past couple of years, after we decided we wanted to shift our business to a smaller, local adviser. We have been very pleased that we chose Katrina as our accountant; she is extremely thorough, provides excellent written records, explains everything clearly and is an all-round pleasure to deal with.
Based upon our very positive experiences, we have no hesitation in recommending her services.

Mike Farrow | Landscape Architect

Trusted by Businesses Across Northland

Hatchback Haven

Trusted by Businesses Across Northland

Hatchback Haven Limited have is now in its eighth year of operation, Katrina and Coastal accounting have been on our journey from the start. Katrina and her staff have always been professional in all aspects of our business communications and gives good advice.We would strongly recommend Katrina (Coastal Accounting) for all your business accounting needs.

Knee Deep Plumbing 

Trusted by Businesses Across Northland

When I started my business, everyone I asked about an Accountant recommended Coastal Accounting Limited. After having a sit down and the ladies running through everything with us, wow, I can see why they’re so highly spoken of. They have made everything easy, fast, and understandable. I’ll definitely be recommending you to anyone who asks.

Rudi Hoetjes | Northland Fish & Game Council

Trusted by Businesses Across Northland

Coastal Accounting has been Northland Fish & Game’s accountant for the past ten years and during this time they have provided excellent accounting services, finishing our accounts in time for the auditors to review.
Katrina and her team provide very up to date professional advice and training so my administration officers can do most of the book work, saving me money in the process. I highly recommend their service.


FAQs

Do I need an accountant for my small business?

While it's not legally required, having an accountant can save you time, money, and stress. We help with tax planning, compliance, financial reporting, and more—so you can focus on growing your business.

What services do you offer?

We offer a full range of accounting and advisory services, tax preparation and planning, payroll, financial reporting, cashflow management, budgeting, succession planning, business advisory, and compliance support - all designed to help your business run smoothly and grow with confidence.

How much do your services cost?

Our pricing depends on your business needs and the services you require. We offer customised packages to fit your budget. Contact us for a consultation and quote.

When should I start working with an accountant?

It’s never too early to start working with an accountant and advisor. Whether you’re starting a new business, growing your operations, or planning for the future, having the right guidance early can help you make smarter financial decisions and avoid costly mistakes.

Can you help with tax planning, not just tax preparation?

Absolutely! We focus on proactive tax planning to help you minimise your tax liability year-round—not just at tax time.

What if I’m behind on filing my tax returns (GST or income tax) with the IRD?

Don’t worry—it happens. We can help you catch up on any outstanding filings, work with the IRD if required, and help you get organised so it’s easier to stay on top of things in the future.

Do you work with businesses in my industry?

We work with businesses across a wide range of industries, including agriculture, trades, retail, professional services, and many others. We tailor our services to meet the unique needs of each sector.

How often will we meet or communicate?

It depends on your needs. Some clients prefer monthly check-ins, while others only need quarterly or annual meetings. We’re flexible and can meet in person at our office, at your premises, or via Zoom or phone - whatever works best for you and your business.

What information do I need to provide to get started?

We'll need basic information about your business, including your financial records, tax documents, and any relevant details about your operations. Don't worry—we'll guide you through the process step by step.

Are your services available remotely?

To get started, we’ll need your financial records, relevant tax documents, and some details about your business operations. We’ll also complete AML identity verification, which includes confirming your ID and proof of address. We’ll guide you through everything step by step.