Mutual Referrals
for NZ Accountants
& Bookkeepers
We refer bookkeeping and accounting work to you. You refer IRD debt, statutory demand and recovery work to us. No fees, no contracts, no exclusivity. Just better outcomes for the clients you both serve.
Why us? We get a steady stream of NZ business owners enquiring about IRD debt and tax arrears. Many of them need their books sorted before we can help. Those leads are yours.
What We Do, And What We Don't
We are a business consultancy. We do not provide accounting, bookkeeping, or tax filing services. If your client has any of the issues below, we are who you refer them to. If our client needs anything in your column, they are yours.
What Margate Group Does
Documentation, recovery and IRD work for NZ businesses
What We Don't Do
Accounting, bookkeeping and tax filing work belongs with you
Simple Partnership, No Contracts
A handshake arrangement built on trust and clear lane separation. No fees, no exclusivity, no admin overhead.
Get In Touch
Send us a quick message with your practice details, your service areas and the regions you cover. No application form, no commitment.
Mutual Introduction
We have a brief call to understand your practice and how we can best work together. You add us to your referral list and we add you to ours.
Refer Both Ways
When you have a client with IRD debt, statutory demand or recovery needs, send them our way. When we have a lead who needs books sorted, we send them yours.
Stay In The Loop
With the client's permission, we keep you informed on progress. The client stays yours throughout. We handle our lane, you handle yours.
Ready to get started?
No application form. No contract. Just a quick conversation.
Open to Every Qualified NZ Practice
Whether you're a solo bookkeeper or a mid-size practice with a dozen staff, if you handle NZ accounting work professionally, we'd love to work together. We're especially keen to connect with partners outside Auckland to ensure nationwide coverage for our clients.
Solo Accountants
Independent practitioners and one-person practices serving NZ businesses across the country.
Small & Mid-Size Firms
Established accounting practices with multiple partners and a portfolio of SME and trade business clients.
Bookkeepers & BAS Agents
Bookkeeping practices and BAS agents handling day-to-day finances for NZ small businesses.
Chartered Accountants
CAANZ Chartered Accountants and CPA Australia members in public practice across New Zealand.
Tax Agents
Registered tax agents handling individual and business return preparation and IRD correspondence.
Regional Practices
Practices in Wellington, Christchurch, Hamilton, Tauranga and rural regions where we need coverage.
Common Questions
From Partner Practices
Honest answers about how the partnership actually works in practice.
Got a different question?
Ask Us AnythingWhen you have a client who needs IRD debt negotiation, statutory demand preparation, debt collection or commercial documentation work, send us a quick introduction by email or phone. We respond by next business day, contact the client directly with your context and handle the work in our lane. The reverse applies when we have a lead who needs accounting or bookkeeping work done first.
No. We don't pay referral fees and we don't expect to receive them. This is a mutual benefit arrangement, not a commission scheme. Both parties get better outcomes for clients without any money changing hands between us.
No. The client relationship stays with you, always. We handle the specific piece of work in our lane and then hand back to you. We don't cross-sell other Margate services to your clients unprompted and we don't try to become their primary advisor.
Then they don't get referred. Referrals only happen with the client's consent. You introduce us, the client decides whether to engage us, and either way you continue to be their accountant. There's no pressure either way.
Next business day on every partner referral. Statutory demand work and urgent IRD matters get a same-day response where possible. We treat partner-referred clients with priority because we understand your reputation is attached to the introduction.
No. Margate Group is a business consultancy. We are not a law firm and we are not registered tax agents. We prepare documents, proposals, demands and recovery work on a consultancy basis. We do not provide reserved legal services, court representation, or financial advice that requires FAP licensing.
Yes. We work with NZ businesses nationwide. Our work is conducted by phone, email, video and post so the client's location is not a barrier. We regularly handle matters for clients in Wellington, Christchurch, Hamilton, Tauranga and across rural NZ.
This is exactly the scenario where we'd refer to you first. We can't prepare a credible payment arrangement proposal or remission request to IRD without accurate books and returns. The client needs to come back to current on filings before we can negotiate effectively. That work is yours.
Better Outcomes
For Both Our Clients
Send us a message. We'll have a quick conversation about your practice, share how we work and add you to our partner network. No application form, no contracts and no commitments either way.
Get in touch
Become a Partner Practice
Send us a quick message about your practice and we'll be in touch by next business day to discuss how we can work together.
Get In TouchMargate Group is a business consultancy, not a law firm. We do not provide accounting, audit or tax filing services.