Our Packages

Let us deal with all your Year End accounting and tax issues efficiently and effectively. This introductory level service allows you to get on with business.

Plan includes:

• End of year Financial Statements and tax returns.
• Face to face or Digital business review
• Phone & email support
• Inland Revenue management and tax payment support.
• Annual profit & cash flow plan
• Regular tax and business alerts
• Tax payment reminder service
• Company Administration
• Tax Administration

Ideal for Business Owners who want more out of their business. Whether it be to grow the business, have more time and be better organised or simply to make more money.

Plan includes:
All the Business Compliance services plus…

• Bookkeeping services if required
• Preparation / Review of GST returns
• Quarterly Advisory Meetings
• Quarterly Management Accounts
• 3 Way Budget and Cash Flow Plan
• Quarterly Financial Reports including Cashflow Measurement
• Business Leaders Workshops every three months

For Business Owners that are experiencing rapid growth, cashflow problems, and are continually battling issues with their business. Let us help you become proactive with the business and get some peace of mind.

Plan includes:
All the Start-Up Advisory services plus…

• Monthly/Two Monthly Advisory Meetings
• Annual Risk Review
• Tax Planning
• Cashflow Analysis and Management
• Strategy Planning

Plan Price:
P.O.A

Let us do some of the heavy lifting with you. A tailored service that meets your business challenges from bookkeeping to strategic planning. Let us be your (in-house) outsourced accountancy department dealing with all your accounting needs in one package. Just as if you have an accountant sitting in the office next door.

Plan includes:

• All of your bookkeeping requirements
• All of your business compliance needs
• Monthly Management accounts
• Review meetings
• Action plans and reporting
• Detailed 3 way budgeting and
• Forecasting dealing with banks and loan requirements
• Strategy Planning and prioritisation of One Page Plans. To keep you ontrack.
• Plus, as required:

• Project work – Costings
• Wealth Planning
• Business Sale
• Business Acquisition

Plan Price:
$50 per hour

For Business Owners who want to focus more on the business and not daily responsibilities, like recording and organising of financial data.

Plan can include:

• Coding
• Invoicing
• Payables
• Payroll
• Add Ons:

• ACC Management
• Annual Risk Review
• Annual Tax Plan
• Annual Wealth Planning Review
• Accounting Software
• New Company Incorporation
• One Page Plans
• Professional Trustee Service
• Strategy Planning