Welcome to Shore CA.
Chartered Accountants.

Doing business is easier when you have an advisor that understands your industry.

We offer professionals with specialist experience and know-how on a range of industry sectors.

Our Services

Online Accounting Solutions such as Xero

Online Accounting Solutions

- Integrate Bookkeeping and Accounting in the Cloud.
- Allows you to manage your business better with access to your business' financials wherever you are.
- Easy to use systems.
- Real time processing/reporting/advice.

Medical Services

Medical

Medical practitioners and leaders of health face a unique challenge; running an efficient and successful business while offering the best quality of care for their patients.

Small Medium Enterprises Services ShoreCA

SME's

We provide a broad range of business services but have particular expertise in taxation, accounting and business advice. Our knowledge and breadth of accounting, legislative and regulatory rules together with our focus on a personal and practical approach will help you achieve your desired business goals.

Schools Services

Schools

Increased accountability, new funding requirements, corporate governance, financial management and risk management are just some of the demands faced by the education sector today.

Our Team

Callan Taylor ShoreCA

Callan Taylor

(B.Bus CA) Director

Mary-Ann ShoreCA

Mary-Ann Du Toit

(CA - SA) Business Advisory Accountant

Michael Zimmer ShoreCA

Michael Zimer

(B.BIM) Business Advisory Accountant

Beverley Cunningham ShoreCA

Beverley Cunningham

(NCB, NDA) Business Advisory Accountant

Resources

Annual Tax Return Questionnaires 2024

Standard forms as determined by the New Zealand Institute of Chartered Accountants.

Please feel free to download a copy of these forms.

Each year we produce an Annual Business Questionnaire to assist you in providing us with the necessary information to prepare your annual accounts and tax returns. A signed copy of this form must accompany your workpapers.

Online Accounting Solutions such as Xero

Online Accounting Solutions

– Integrate Bookkeeping and Accounting in the Cloud.
– Allows you to manage your business better with access to your business’ financials wherever you are.
– Easy to use systems.
– Real time processing/reporting/advice.

Medical Services

Medical Services

Medical practitioners and leaders of health face a unique challenge; running an efficient and successful business while offering the best quality of care for their patients.

Businesses in this sector are grappling with the competing demands of operational efficiency, regulatory changes, increased pressure on profitably, new technologies and competition for funding.

You need a partner who understands these unique industry issues and can help you through the financial, business and personal wealth implications. We have extensive experience working with health professionals and businesses at all levels; from salaried medical practitioners to principals of small and medium sized practices.

So whether you need to review your current business model and streamline operations, reduce your exposure to risk, or need assistance in growing your personal wealth, we can help.

We can assist you with:
– Business performance and benchmarking.
– Budgeting / forecasting.
– Statutory compliance (GST/TAX/MBIE.)
– Legislative change and impact.
– Business management controls and processes.
– Practice valuations.

Small Medium Enterprises Services ShoreCA

Small And Medium Enterprises

We provide a broad range of business services but have particular expertise in taxation, accounting and business advice. Our knowledge and breadth of accounting, legislative and regulatory rules together with our focus on a personal and practical approach will help you achieve your desired business goals.

We aim to establish a one-on-one enduring relationship with each of our clients which means that we are able to help manage all of your business needs, while providing advice, not just when you ask for it, but which is tailored for your business when you need it.

We can assist you with:
– Specialists in Xero and MYOB.
– Preparation of annual financial statements.
– Preparation and filing of taxation returns.
– Preparation and filing of statutory returns with the Registrar of Companies.
– Preparation and filing of GST, PAYE and FBT returns.
– Cashflow analysis and projections.
– Preparation of monthly reports.
Schools Services

Schools

Increased accountability, new funding requirements, corporate governance, financial management and risk management are just some of the demands faced by the education sector today.

As the principal, bursar, business manager or school board member, you need the right support to meet these demands and take advantage of opportunities as they arise.

Our education specialists provide timely and valuable assurance services in addition to strategic, financial and management advice that is technically accurate and reflects a thorough understanding of the education sector.

We can assist you with:
– Budgets and cash flow forecasting.
– Specialists in Xero, Musac and Moneyworks.
– Preparation of monthly reports.
– Preparation of annual financial statements, audit assistance and reporting to the Ministry of Education.
– Preparation and filing of GST, PAYE and FBT returns.
– Provide advice on governance and board training.

Callan Taylor ShoreCA

Callan Taylor

(B.Bus CA) Director

A trusted advisor, clients appreciate Callan’s pragmatic approach, working to improve financial systems and controls to help achieve greater efficiency, better governance, as well as providing value and meaning to their financial reporting.

Callan joined ShoreCA as a director in 2008 and works closely with a broad range of clients with specialised knowledge in the health, education and consultancy sectors.

In a previous role, Callan was an audit manager for a large number of audit clients including schools.

Mary-Ann ShoreCA

Mary-Ann Du Toit

(CA – SA) Business Advisory Accountant

Mary-Ann qualified as a Chartered Accountant in 2000 and, after initially working in audit, she later gained experience in various industries working in different finance roles in the USA, UK and South Africa. She moved to New Zealand with her family in September 2014 and joined the ShoreCA team in 2015.

Michael Zimmer ShoreCA

Michael Zimer

(B.BIM) Business Advisory Accountant

Michael completed his Bachelor in Business and Information Management in 2009 and went on to complete a Graduate Diploma in Accounting and Finance. During his studies he worked in finance and administration, acquiring several years of experience in a large variety of businesses from small private organisations to large groups such as Fletcher Buildings and GE Money. He started with Shore CA in 2012 and is currently completing his Chartered Accountants qualifications.

Beverley Cunningham ShoreCA

Beverley Cunningham

(NCB, NDA) Business Advisory Accountant

Beverley joined the team at Shore CA in 2014. She graduated from the Auckland University of Technology in 1994. She then worked in various Chartered accounting firms including Herbert and Associates for the next six years before taking time off to be with her children during their young years. Beverley had been working in the retail industry part time for three years before joining our team.