PRACTICAL ACCOUNTING & ADVISORY SOLUTIONS FOR DUNEDIN & OTAGO
At Yardley Lo & Associates, we specialise in delivering tailored accounting and advisory services to individuals, businesses, growing enterprises, and the farming sector across Dunedin, Otago, and beyond. Our team blends deep local knowledge with practical financial expertise to help you take control of your finances—from tax compliance and reporting to long-term planning and growth strategy.
Whether you’re a busy business owner needing proactive advice, a professional handling personal tax, or a farmer navigating complex rural obligations—we’re your trusted partner on the journey.
Let’s talk numbers—and what they can do for your future. Call us now on
03 466 5062 for a no-obligation quote and a friendly chat about your business goals.
WHO WE ARE
More than just accountants, we’re strategic thinkers. At Yardley Lo, we don’t stop at crunching numbers. We believe today’s clients deserve partners who understand their goals and help bring them to life.
We’re progressive and forward-thinking, always looking for better ways to deliver smarter insights, better outcomes, and strong, trusted relationships. Our approach moves beyond compliance to unlock genuine business value.
We do this by gathering reliable financial data, analysing performance, and transforming numbers into actionable advice that supports confident decision-making and sustainable success.
At Yardley Lo, we don’t just manage your numbers—we help you use them to grow.
OUR ACCOUNTING & TAX SERVICES
ACCOUNTING & COMPLIANCE
We offer a complete suite of accounting and compliance services to keep your business on track and up to date with IRD obligations.
• Annual Financial Statements
• Income Tax Returns
• GST Returns
• Fringe Benefit Tax Returns (FBT)
• PAYE Return Filing
• Dividend Withholding Tax & Resolutions
• Interest Withholding Tax
• Company Incorporation
• Registered Office Service
• Company Annual Returns
AGRI-BUSINESS SERVICES
We bring hands-on farming insight to support rural clients with smart, tailored services.
• GST, PAYE, IRD Reporting & Rural Tax Returns
• Farm Succession Planning
• Agri-Business Consulting
• Annual Budgeting & Cashflows
• Benchmarking & Business Analysis
• Tailored Farm Advisory
• Farm Sales & Purchases
BUSINESS ADVICE
Your business needs more than a once-a-year tax return. We offer strategic advice for every stage of your growth.
• Business Start-Up Support
• Strategic Planning & Advice
• Performance, Cashflow & Budgeting Reports
• Business Valuation
• Succession Planning
• Business Restructuring
• Business Sale & Acquisition Advice
TAX ADVICE
We help you stay ahead of tax time and reduce unnecessary stress or liabilities.
• Transaction Review & Tax Treatment
• Tax Planning Strategies
• Trust Taxation Advice
• Tax Payment Planning & Reminders
• IRD Audits, Disputes & Negotiations
• Payment Arrangements & Penalty Reductions
• Tax Pooling Implementation
PAYROLL & BOOKKEEPING
Let us manage the numbers so you can focus on running your business.
• Weekly, Fortnightly or Monthly Payroll
• PAYE Filing Direct to IRD
• Efficient Bookkeeping with Real-Time Reporting
FAQs
Do you only work with clients in Dunedin?
Not at all. While we’re proudly Dunedin-based, we work with clients across Otago, Queenstown, and throughout New Zealand using cloud-based software and digital tools.
What types of clients do you work with?
We support a wide range of clients—from local businesses and farms to individuals needing tax guidance. No matter the size, we offer the same high level of care.
Do you offer customised solutions?
Absolutely. We don’t believe in one-size-fits-all. Every client receives tailored advice based on their goals, industry, and financial position.
How do I get started?
It’s easy. Call 03 466 5062 to chat with our team or request a free, no-obligation quote.
WHY CHOOSE YARDLEY LO & ASSOCIATES?
Tailored, Practical Advice
No jargon. No fuss. Just real solutions that work for your business.
Trusted Local Experience
Based in Dunedin, we bring in-depth local knowledge and understanding of NZ business conditions.
Farm & Agri Expertise
With rural roots, we know what farming clients need—because we’ve lived it.
End-to-End Support
From compliance to strategy, we’re in it with you for the long haul.
Forward-Thinking Professionals
We keep one eye on your day-to-day—and the other on your future.
TAKE CONTROL OF YOUR FINANCIAL FUTURE
Call Yardley Lo & Associates on
03 466 5062 today. Let’s discuss how our accounting and advisory team can help your business thrive.
Need reliable accounting advice? Call Yardley Lo & Associates today on
03 466 5062.
