Protea Audit · Whakatāne / Bay of Plenty
Audit and assurance for
the Bay of Plenty.
Based in Whakatāne, supporting charities, schools, incorporated societies and companies across the Bay of Plenty. Get independent assurance with experienced people beside you and clear conversations along the way.
Here in Whakatāne
Whakatāne auditors.
A wider regional outlook.
Our Whakatāne presence brings Protea’s personal approach to organisations across the Bay of Plenty. We work with the people responsible for financial reporting: trustees, business owners, school leaders and committees who need clear information and an independent perspective.
Whether you are looking for a local auditor, considering a change of firm or arranging assurance for your funders, we will take the time to understand what you need and explain the next steps.
Get to know Protea →Who we support
Your organisation.
Your responsibilities. Our expertise.
A community trust and a private company may need assurance for very different reasons. Explore the experience and services relevant to your organisation.
Charities & not-for-profits
Give trustees and funders an independent perspective on your financial reporting, with an audit or review suited to your requirements.
Explore charity audits ↗
Incorporated societies
Understand the assurance your society needs and give your committee and members clear financial information to work with.
Explore society audits ↗
Companies
Financial statement audits that support confidence in the information shared with shareholders, lenders and other stakeholders.
Explore company audits ↗
Schools & education
Sector experience across schools, kura and early childhood providers, with clear communication for the people responsible for governance.
Explore education audits ↗Finding the right engagement
Start with what you have been asked to provide.
A request from a funder, a reporting deadline or a change in your organisation can raise questions about assurance. Tell us what prompted your enquiry; we can help clarify the engagement before the work begins.
Explore all our services →Financial statement audits
An audit provides reasonable assurance about whether your financial statements are free from material misstatement. We plan and carry out the engagement with professional independence and communicate our findings clearly.
What an audit involves →Independent reviews
A review provides limited assurance and involves a narrower scope of work than an audit. Where your requirements permit a review, it can provide an independent assessment without a full audit engagement.
Understand independent reviews →Agreed-upon procedures and verification
If you need particular information checked, we can discuss defined procedures and report factual findings. Our other services include stocktakes and fixed asset verification.
See our other services →Not sure which service fits?
Start by sharing the request, agreement or reporting obligation you are working with. We will discuss the options and what information we need from you.
Talk it through with Protea →Local connection
A local conversation.
Specialist attention.
With a presence in Whakatāne and Whanganui, Protea combines local relationships with specialist audit and assurance experience. For Bay of Plenty organisations, that means direct conversations with experienced people and an engagement shaped around your organisation.
Know who you are working with
Director and Principal Auditor Lourika Vosloo is a Registered Qualified Auditor and Chartered Accountant. Our team brings more than 15 years of combined audit and assurance experience.
Understand the work before it starts
We discuss the proposed scope, timing, fees and information needed, so you can plan the engagement alongside your other responsibilities.
Keep the conversation clear
Questions are part of the process. We explain what we need and communicate our findings constructively, with the people responsible for your organisation in mind.
Planning your engagement
A few questions
before we begin.
For organisations in Whakatāne and across the Bay of Plenty, the first step is a conversation about what you need.
Can you work with organisations elsewhere in the Bay of Plenty?
Yes. Our Whakatāne presence supports organisations across the Bay of Plenty, and Protea also works with clients throughout New Zealand. Tell us where you are based so we can discuss suitable arrangements for your engagement.
How do we arrange an initial conversation?
Send us an enquiry with your organisation's name, location and a brief outline of what you need. Include any reporting deadline so we can discuss timing and arrange the next conversation.
Our accountant is already preparing the accounts. Can you provide the audit?
We can work alongside your existing accountant to obtain the information needed while maintaining our independence as your auditor. Explore our audit service or tell us about your current arrangements.
A funder has asked for assurance. What should we send you?
Share the wording of the funder's request, your reporting deadline and any relevant agreement. We can discuss whether an audit, independent review or another engagement fits the request.
What if we already have an auditor?
You are welcome to discuss a possible move to Protea. Before accepting an engagement, we consider timing, independence, appointment requirements and professional communication with your existing auditor. Talk to us about the next steps.
Your next step
Your next audit starts
with a conversation.
Looking for an auditor in Whakatāne or the Bay of Plenty? Tell us about your organisation and what you need. Your initial consultation is free and without obligation.