HAPPY NEW (FINANCIAL) YEAR!!

 

Well what a year that was!!   Just a quick reminder  to click on this link www.gilesgroup.co.nz to download the appropriate end of year questionnaires we require to get started on your EOY Financials.

We will need details such as:

*      a stock take as at 31 March 2021 (if applicable).

*      provide a list of debtors (money owed to you) and creditors (money owed by you) including any bad debts to be written off.

*     make a list of any assets sold/purchased during the year, including any assets that may have expired or are no longer in use.

*    Bank statements showing closing bank balances as at the 31 March 2021.

*    Loan statements.

*    Interest received certificates and dividend statements. 

Once we have received all your information please allow a 6-8 week turnaround and if you require your financials urgently please contact your manager to inform them of the urgency. 

 If you have any questions, we would be pleased to assist.

FROM THE TEAM @ GILES & ASSOCIATES!


 

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