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SBA branches nationwide

Customers and growing

Tax returns filed every year

Five star Google reviews

Introducing SBA Mt Wellington

SBA Mt Wellington is a mobile franchise run by Mike Hartley, existing owner of the Newmarket/Epsom/CBD office of SBA since 2010.

Mike knows what is important to small businesses. He has over 20 years of experience in commercial banking and finance and has helped many clients with small to medium businesses. He also operated his own finance broking business for five years before establishing his first SBA office.  He has a clear understanding of both the opportunities and challenges that small businesses face.

Like many of his clients, he is a small business owner and has been through the process of starting a successful new business not once but twice. He enjoys working with other small business owners and property investors to help them with their accounting and tax needs. His personal philosophy is that it’s about people not just business.

Whether you are needing assistance with the tax and GST compliance side of accounting, help to formulate a business plan, lending assistance, personalised business coaching plans or advice around how to take your business from where it is to where you want it to be, or whether you are looking for a change from your current situation, the team at SBA Mt Wellington will be happy to take your call.

Mt Wellington

Our services

Let us manage your accounting, so you have time to do the things that matter.

Monthly Accounting

Our most popular service where SBA manage all the monthly accounting for you, to keep you on track including monthly Xero processing, GST returns and filing, bookkeeping and includes end of year financials.

Payroll Services

With our Payroll service, we help with all aspects of payroll processing and filing with the IRD. This is a specialist Payroll service designed for small business employers.

Annual Accounting

Sleep easy knowing we will prepare timely end-of-year accounts, including profit and loss, balance sheet, depreciation schedule.

Rental Properties

We can help you manage your rental property financials better, keep track of expenses and income, helping you claim more and pay less tax.

Why use SBA Mt Wellington?

We are an accounting firm providing you with accounting, tax filing, business consulting and other services.

Practice Manager Anita Chan is a New Zealand chartered accountant and she is proficient in Mandarin and Cantonese. She has worked for many chartered accounting firms in New Zealand, Inland Revenue and ANZ Bank. She has more than 20 years of rich experience in financial accounting, taxation and business consulting. Please call (09) 215-8788 for enquiries.

我们是新西兰注册会计师事务所, 为您提供会计,报税,商务咨询等服务。
陈会计师-事务所经理, 精通国粤英语, 曾任职新西兰多间特许会计师事务所,国税局及澳纽银行, 拥有二十多年丰富的财务会计, 税务及商务咨询等经验。请致电 (09) 215-8788查询

  • We help you concentrate on your businesses instead of your accounts
  • Way more affordable than other accounting practices – no hefty bills or surprises
  • You will get easy access to up-to-date figures and information
  • We provide assurance that your operations are in order
  • Additionally we offer Business Advisory Services, Family and Charitable Trust Accounting, and Club and Society Accounting services

Business owners need to keep abreast of their profit and loss, cash flow, GST, and key financial information. I take an active interest in my clients’ businesses, and offer constructive advice on strategic issues as well as the numbers.

Awards and Associations 

SBA-Mt Wellington-Awards-and-Associations

“The team at SBA have steered me through the COVID lockdown 4,3 and 2.5 with professionalism, fast responses and patience. I feel our small little care facility would have had to close down without their guidance. A big thank you to the team at SBA! “

Kate McCollum 
Kate McCollum

“I’m very satisfied with the service from the team at SBA. I’ve received great advice and they have been very responsible with my questions. During Covid, the assistance with applying for the government’s financial applications has been a great help. I would recommend their services to any business,”

Dean Walker 
Dean Walker

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