Accounting | Lighthouse Financial
Accounting Services

We provide personalised accounting services for individuals and businesses. Our experienced team is dedicated to making your financial journey easier with reliable and efficient support.

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Why work with us?

We help business owners structure smarter, plan ahead, and make confident financial decisions.

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Property & business specialists

Property and business accounting come with unique challenges, from tax deductions to trust structures. Our experts ensure you get the right advice and avoid costly mistakes.

All your financial services 
in one place

With accounting, mortgages, property, and wealth services under one roof, our team works together to give you seamless support. No need to juggle advisers — we handle it all.

We help you stay compliant

Our team ensures your financials are in order, so you meet all tax obligations while maximising legitimate deductions. Less stress, more confidence in your finances.

Always available with dedicated support

Your dedicated Accountant is always available via phone or email with expert guidance and proactive support.

Here's what to expect

1
You Get In Touch

You fill out the form below to get some help with your accounting needs

15 Minutes

3
Onboarding

We'll send you a quick form to onboard you as a client and make sure we have all the information we need to complete your work.

When Scheduled

5
We Complete Your Work

Your dedicated Accountant will complete your requested work and let you know once it's drafted. We do this well ahead of any return dates or deadlines to allow time for changes.

30 Minutes

2
Accounting Call

One of our expert Accountants will get in touch to understand your situation and how we can help

30 Minutes

4
Full Discovery

Our Customer Success Manager will get in touch to see if there's anything else we can help with, this is what makes us different from other Accountants

When Scheduled

6
Review & Filing

Once your work is processed, we update you on any refunds or payments due and provide advice to optimise your tax position for the future.

Our prices

Property Accounting

Trusts

Business Accounting

INDIVIDUALLY OWNED

From

$800

+GST per year

Fixed fee includes:

  • 1 individual IR3 income tax return
  • Annual income statement (profit & loss)
  • Tax reminders and assessments

JOINTLY OWNED

From

$950

+GST per year

Fixed fee includes:

  • 2 individual IR3 income tax returns
  • Annual income statement (profit & loss)
  • Tax reminders and assessments

CLOSED COMPANY

From

$1,600

+GST per year

Fixed fee includes:

  • Full financial statements
  • 1 IR4 company income tax return
  • Up to 2 individual IR3 income tax returns
  • Tax reminders and assessments

LOOK THROUGH COMPANY

From

$1,600

+GST per year

Fixed fee includes:

  • Full financial statements
  • 1 IR4 company income tax return
  • Up to 2 individual IR3 income tax returns
  • Tax reminders and assessments

TRUSTS

From

$1,800

+GST per year

Fixed fee includes:

  • Full Financial Statements
  • 1 IR6 Trust Income Tax Return
  • Two individual IR3 Income Tax returns for the Beneficiaries
  • Tax reminders and assessments

Sole Trader

From

$1,500

+GST per year

Fixed fee includes:

  • Financial statements
  • Xero review and year end adjustments
  • Sole trader IR3 and IR10 income tax return
  • Tax assessments and reminders
  • Tax planning assistance

Small Business

From

$2,000

+GST per year

Fixed fee includes:

  • Financial statements
  • Xero review and year end adjustments
  • Company IR4 and IR10 income tax return
  • IR4J imputation credit return
  • Up to 2 shareholder IR3 returns
  • Company minutes and resolutions
  • Tax assessments and reminders
  • Annual accounts meeting

Medium Business

From

$3,500

+GST per year

Fixed fee includes:

  • Financial statements
  • Xero review and year end adjustments
  • Company IR4 and IR10 income tax return
  • IR4J imputation credit return
  • Up to 2 shareholder IR3 returns
  • Company minutes and resolutions
  • Tax assessments and reminders
  • Annual accounts meeting

Large Business

From

$5,000

+GST per year

Fixed fee includes:

  • Financial statements
  • Xero review and year end adjustments
  • Company IR4 and IR10 income tax return
  • IR4J imputation credit return
  • Up to 2 shareholder IR3 returns
  • Company minutes and resolutions
  • Tax assessments and reminders
  • Annual accounts meeting

Trust Set Up

From

$1,850

+GST

Fixed fee includes:

  • Consultation and requirements Identified
  • Trust deed created
  • Initial trustee minute
  • Letter of wishes
  • IRD number application

Corporate trustee set up

From

$950

+GST

Fixed fee includes:

  • Requirements identified
  • Corporate trustee appointed
  • Corporate trustee set up with companies office
  • Apply for IRD number

Trust Changes

From

$350

+GST

Fixed fee includes:

  • Any individual trust change
  • Add beneficiary to trust structure
  • Add trustee to trust structure

Accountancy Services

Our Team

We use our expertise to guide the way to wealth and prosperity through business, investing and property

Amanda Quill

Amanda Quill

Accounting Director
Lily Park

Lily Park

Accountant
Jaimie McGee

Jaimie McGee

Bookkeeper

FAQs

Have a question? You’ll find answers to some of the most common things our clients ask us. If you need more detail, we’re always happy to chat.

Contact Us
How accessible are you for questions and queries?

We're always available for a quick phone call or email to answer any simple questions. If there is a query that requires more thinking or work, we'll provide appropriate quotes beforehand so you can confirm you're happy for us to do the work.

How can I ensure compliance with the latest tax regulations and minimise my tax liabilities?

We keep up with the latest tax rules to help you follow them and pay the least tax possible. Our tax planning service finds smart ways to manage your taxes while following the law.

How can you help me streamline my financial processes and improve efficiency?

We employ modern accounting technology and best practices to streamline your financial processes. From implementing efficient accounting systems to automating routine tasks, we help you optimise your workflows and improve overall efficiency.

What are the benefits of outsourcing my company's bookkeeping and accounting?

Let us handle your day-to-day finances. Outsourcing to us saves you time and ensures accuracy. You can focus on your business while we take care of the numbers.

How can you optimise my property investments?

Our firm helps you identify opportunities to increase your rental income and reduce unnecessary expenses associated with your property investments.

What tax implications do I need to consider for my rental properties?

When you're involved in property transactions like buying, selling, or renting out properties, there are tax implications to consider. We provide guidance on how these transactions may impact your tax obligations, including any applicable taxes such as capital gains tax or rental income tax.

I can't keep up with all the latest property tax changes, can you help?

Our team specialises in staying updated on all the latest property tax rules and updates. We'll explain how these changes affect you and make sure you're doing everything right, so you can focus on your properties.

I haven't got a big property portfolio, do I still need an accountant?

Having an accountant can still be really helpful. They can save you time and stress by handling all the financial stuff for your properties. Plus, our team can can give you advice on things like strategies to grow or optimise your portfolio.

Over 200 5-star Google Reviews

From day one, our focus has been on helping Kiwis feel confident about their money — and with 200+ five-star reviews, we’re proud to be doing just that.

 Jolanta Dougherty

"We recently needed to remortgage our rental portfolio and chose to work with the team at Lighthouse Financial Services. It turned out to be a fantastic decision! From the very start, they were professional, supportive, and made the entire process so much easier for us."

Jolanta Dougherty
 Jolanta Dougherty

"We recently needed to remortgage our rental portfolio and chose to work with the team at Lighthouse Financial Services. It turned out to be a fantastic decision! From the very start, they were professional, supportive, and made the entire process so much easier for us."

Jolanta Dougherty
Connor Edwards

"We could not recommend the team more highly. Navigating the process of purchasing a first home is filled with questions and unknowns so having support from these two was fantastic. They were responsive, clear, approachable, worked to understand what we needed and had it all covered."

Connor Edwards
Connor Edwards

"We could not recommend the team more highly. Navigating the process of purchasing a first home is filled with questions and unknowns so having support from these two was fantastic. They were responsive, clear, approachable, worked to understand what we needed and had it all covered."

Connor Edwards
R Pettiford

"Lighthouse were very quick and easy to work with. The staff had great communication and processed my tax return within a few days. I recommend their service."

R Pettiford
R Pettiford

"Lighthouse were very quick and easy to work with. The staff had great communication and processed my tax return within a few days. I recommend their service."

R Pettiford
Michelle

"I've been working with James from Lighthouse for the last 2 years. James has been working with me to help me define and maintain my financial goals and manage my investments. James is extremely easy to deal with and explains things in a very simple and easy to understand way. "

Michelle
Michelle

"I've been working with James from Lighthouse for the last 2 years. James has been working with me to help me define and maintain my financial goals and manage my investments. James is extremely easy to deal with and explains things in a very simple and easy to understand way. "

Michelle
Daly Meiklejohn

"Great experience working with Jess and the Lighthouse team. Jess was extremely diligent and had continued great communication throughout. We feel extremely confident moving forward with Jess guiding us through our financial goals."

Daly Meiklejohn
Daly Meiklejohn

"Great experience working with Jess and the Lighthouse team. Jess was extremely diligent and had continued great communication throughout. We feel extremely confident moving forward with Jess guiding us through our financial goals."

Daly Meiklejohn
Corrina Inglis

"We have just brought our 2nd investment property with the help of Vinny & Laura. Their communication is clear, concise and timely and they’re so easy to work with. I look forward to building our property portfolio with them alongside us."

Corrina Inglis
Corrina Inglis

"We have just brought our 2nd investment property with the help of Vinny & Laura. Their communication is clear, concise and timely and they’re so easy to work with. I look forward to building our property portfolio with them alongside us."

Corrina Inglis
Nisala Ratnayake

"Lighthouse financial were super awesome in helping our family buy our first home. Laura and Vinny were always prompt and professional with their support. Highly recommend lighthouse and more specifically Laura and Vinny for all your mortgage related needs."

Nisala Ratnayake
Nisala Ratnayake

"Lighthouse financial were super awesome in helping our family buy our first home. Laura and Vinny were always prompt and professional with their support. Highly recommend lighthouse and more specifically Laura and Vinny for all your mortgage related needs."

Nisala Ratnayake
Aaron Kennedy

"I’ve had an excellent experience with James and the team at Lighthouse. Their financial advisory services have improved my financial literacy through one-on-one meetings, webinars, and podcasts."

Aaron Kennedy
Aaron Kennedy

"I’ve had an excellent experience with James and the team at Lighthouse. Their financial advisory services have improved my financial literacy through one-on-one meetings, webinars, and podcasts."

Aaron Kennedy
Karl

"I would encourage anyone looking to sort your financial planning and investing to check these guys out , and also the mortgage brokers team who bent over backwards for my situation to get me across the line! They keep you in the loop of the progress and suggest options along the way to take advantage of any situation presented. "

Karl
Karl

"I would encourage anyone looking to sort your financial planning and investing to check these guys out , and also the mortgage brokers team who bent over backwards for my situation to get me across the line! They keep you in the loop of the progress and suggest options along the way to take advantage of any situation presented. "

Karl
Aaron Kennedy

"They guided me in securing health, life, and income insurance, and helped me get my Will sorted. I really appreciate their expertise and genuine commitment to their clients. I highly recommend their services - I even referred my dad to them."

Aaron Kennedy
Aaron Kennedy

"They guided me in securing health, life, and income insurance, and helped me get my Will sorted. I really appreciate their expertise and genuine commitment to their clients. I highly recommend their services - I even referred my dad to them."

Aaron Kennedy

Talk to us

Simply fill out your details below, and we’ll be in touch. From there, you can expect:

1. A Lighthouse team member will reach out to see which of our Mortgage, Property, Wealth, or Accounting services best suits your needs.

2. You’ll be matched with a specialist who best understands your situation.

3. With their guidance, you’ll take the next steps toward securing the right financial solution for you.