Tax Planning
Proactive strategies that align with cash flow, structure, and reporting obligations—documented for peace of mind.
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Compliance-led accounting for growing organizations
Precision accounting, built for confidence.
PNM Accountants helps leaders make decisions with clean financials, proactive tax planning, and audit-ready reporting—without losing time to back-office friction.
12+ yrs
Practice experience
400+
Client engagements
Audit-ready
Controls & trails
Trusted, documented, and review-ready
Clear audit trails • Monthly close discipline • Policy templates
ISO-aligned processes
Secure workflows
We support modern stacks including Xero, QuickBooks, Sage, and Excel-based reporting packs.
Services designed for accuracy—and momentum.
From day-to-day bookkeeping to board-level advisory, we deliver rigorous work with clear communication and predictable timelines.
Audit & Assurance
Independent reviews, risk-focused testing, and robust working papers to support stakeholders and regulators.
Our approachBookkeeping
Clean ledgers, reconciliations, and month-end close routines that keep reporting stable and decision-ready.
View packagesPayroll
Accurate runs, filings, and employee documentation—built to reduce last-minute surprises and compliance risk.
Common questionsVAT / GST
Registration support, return preparation, and reconciliations that tie back to your financial statements.
Discuss complianceAdvisory
Forecasting, margin analysis, KPI reporting, and decision support—delivered in a language leaders can use.
See outcomesIndustry context matters.
We adapt controls, reporting cadence, and documentation standards to match the realities of your sector—so compliance supports growth instead of slowing it down.
Fast onboarding with a clear document checklist.
SMEs
Retail
Construction
Healthcare
SaaS
Nonprofits
Niche reporting packs
Sector-aware KPIs, margin views, and cash flow summaries designed to be board-ready.
Controls you can defend
Policies and approvals that scale with headcount—built to withstand audits and due diligence.
A clear process. No ambiguity.
We keep work structured—so you always know what’s happening, what’s next, and what “done” looks like.
Typical kickoff: 5–10 business days
1) Discovery
Align on scope, reporting cadence, risk areas, and stakeholder expectations. We map your current systems and data quality.
Output: scoped plan + document checklist
2) Setup & Compliance
Configure chart of accounts, workflows, approvals, and filing calendars. Implement controls and reconcile opening balances.
Output: clean baseline + compliance calendar
3) Ongoing Reporting
Monthly close, variance commentary, and decision-ready dashboards. Proactive tax and cash flow check-ins.
Output: reporting pack + insights rhythm
Deliverables checklist
What you’ll receive, consistently
- Month-end close timeline and responsibilities
- Reconciliations with review notes and sign-off
- Management reporting pack (P&L, BS, cash flow)
- Compliance calendar and filing confirmations
Results, documented.
We tie the work to measurable outcomes—faster close, cleaner audit trails, and stronger forecasting discipline.
Case Study • SaaS
Month-end close reduced from 15 to 6 days
▲ +30% reporting clarity
Challenge
- Inconsistent revenue recognition notes
- Reconciliations not reviewed
- No KPI ownership
Solution
- Close calendar & sign-offs
- Deferred revenue schedule
- Board-ready pack template
Audit-ready trails
Variance commentary
Forecast discipline
Case Study • Construction
VAT/GST exposure identified and corrected
● Risk reduced
Challenge
- Mixed-rate invoices
- Missing documentation for claims
- Manual spreadsheets
Solution
- Reconciliation workflow
- Document retention policy
- Filing calendar and reviews
Return accuracy
Policy templates
Controls uplift
Leaders choose PNM for rigor and clarity.
Straightforward communication, defensible numbers, and calm handling of deadlines.
Senior expertise, hands-on delivery.
We bring audit discipline and practical execution—so your financial operations stay dependable as you scale.
Qualifications: CPA / ACCA / CTA (team-based)
Amelia Grant
CPA • Audit & Assurance
Risk & controls
Working papers
Daniel Price
CTA • Tax Planning
Structuring
Forecasting
Sophia Lin
ACCA • Bookkeeping
Close cadence
Reconciliations
Marcus Reed
CPA • Advisory
KPIs
Board packs
Certifications & associations
Representative credentials across the team (availability varies by engagement).
CPA
ACCA
CTA
Ethics & CPD
Pricing that scales with complexity.
Choose a baseline package, then add services as your reporting and compliance needs evolve.
Included in every package
- Dedicated point of contact
- Monthly close timeline
- Secure document workflow
Starter
For early-stage operations
$—
Indicative monthly
- Bookkeeping + reconciliations
- Basic monthly reporting
- VAT/GST support
Growth
For teams needing rhythm
$—
Indicative monthly
- Month-end close & sign-offs
- Management pack + commentary
- Payroll coordination
- Quarterly planning session
Enterprise
For complex compliance
$—
Bespoke quote
- Audit & assurance support
- Multi-entity consolidation
- Advanced controls & policies
Disclaimer: Pricing is indicative only. Final fees depend on transaction volume, entity complexity, filing requirements, and agreed scope.
FAQs
Clear answers, with practical next steps.
Most engagements begin within 5–10 business days after scope confirmation. We’ll provide a checklist and set up secure document sharing, then agree on a close calendar and responsibilities.
Typically: bank statements, sales invoices, purchase invoices, payroll reports, prior filings, and current chart of accounts. We tailor the request based on your industry and software.
We commonly support Xero, QuickBooks, Sage, and structured Excel-based reporting packs. If you use a different system, we’ll confirm data export formats and workflow compatibility during discovery.
We prepare, review, and document filings and supporting schedules based on the agreed scope. Ultimate responsibility remains with company directors/management, so we maintain clear sign-offs and approvals at each stage.
Ready for calmer deadlines?
Book a consultation and we’ll recommend a scope built around your current systems, compliance requirements, and decision-making needs.
Availability
New consultations typically available within 3–5 business days.
Response time
Within 1 business day
Preferred contact
Email + phone follow-up
Resources: Ask for our onboarding checklist and month-end close template during your call.
Consultation booking
Tell us what you need. We’ll reply with next steps.
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