Allan Chartered Accounting Ltd

Accountant · 51 Fitzwilliam Drive, Torbay, Auckland

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About us

We enjoy providing our loyal clients with a professional, friendly, and comprehensive service. With extensive experience in accounting, tax, and business support, we understand that each client’s accounting needs are unique and we therefore customise our services to cater for your individual circumstance. We work with you towards achieving your goals and outcomes.

Affiliations

Chartered Accountants of Australia & New Zealand

Meet the team

Allan Chartered Accounting Ltd advisors: 3 - Xero certifications: 1

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

David Allan

Director (CA-PP)

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Chartered Accountant in Public Practice (20+ yrs)

Helping small business with accounting/tax requirements, and business growth. Certified Xero Advisor. Financial wisdom adding value to your business.

Allan Chartered Accounting Ltd: Bank experience

Clients of Allan Chartered Accounting Ltd connect to a range of banks via Xero. Allan Chartered Accounting Ltd specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

ANZ (NZ)
ASB (NZ)
BNZ (NZ)
Kiwibank (NZ)
Westpac (NZ)

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Allan Chartered Accounting Ltd: Industry experience

Allan Chartered Accounting Ltd works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served

Construction and trades
Finance and insurance
Healthcare and social services
Not-for-profit
Professional services
Real estate and hiring services
Repairs and personal services
Transportation and storage
Wholesale

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Allan Chartered Accounting Ltd : App experience

Allan Chartered Accounting Ltd serves clients who use 3 different apps that connect and integrate with Xero.

Connected apps

Find us

Allan Chartered Accounting Ltd has an office in 1 location

Auckland: 51 Fitzwilliam Drive, Torbay, Auckland, 0630; +64 9-418-2537

New to Xero? Allan Chartered Accounting Ltd can help

Xero is beautiful online accounting software for smaller businesses. Allan Chartered Accounting Ltd can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

Partner since 2016

Awards

Xero Set Up Expert 2017 NZ

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.