RESOURCES

Service Brochures

RESOURCES

Service Brochures

Xero  

We are able to support you in all areas of Xero from set up and conversions, and also the many add-on’s that this product offers. Read more information here.  

Figured

Leading farm accounting software. Read more here. 

Latest Newsletter

The latest updates you need to know about.

The Client Review

The Client Review is an opportunity for you to set and review your goals and gives you clarity around the actions you need to take to achieve those goals.

Business Planning

A great business planning process gets to the heart and soul of your business.

 

Trust Review

Our Trust Review service ensures your existing Trust reflects your current intentions using the simplest structure possible and meets statutory requirements.

Succession Planning

Succession Planning is about clarifying what you want for the future and defining the steps required to turn that vision into a reality.

 

Quarterly Coaching

Quarterly Coaching gives you dedicated time to make better business decisions, using the best information and with support from your Coach. 

Organisation Review

In order for a business to run effectively and efficiently there needs to be a clear organisation chart, which defines departments, roles and responsibilities.

Proactive Accounting Meeting

This meeting gives you an opportunity to meet with us on a no charge, no obligation basis to discuss any aspect of your business.

KPI Improvement Coaching

The better you understand your business, the easier it will be to increase your profits and free up cashflow.

Financial Forecast

Cashflow planning is critical to the survival and growth of any business, without setting targets for the year you will be flying blind.

Financial Awareness Coaching

The better you understand your business, the easier it will be to make more money.

Core Values Development

Experience has shown that the most effective way to develop Core Values is by having a neutral facilitator lead the process.

Business 101

Starting out in business? Our business 101 will help get you on the path to success.

Our Service Plans

STANDARD

Delivering results

From $350 mth 
+gst

Annual Accounts and Tax Returns
We prepare your annual financial statements and tax returns.

Tax Reminders and Assessments
We send you tax payment notices throughout the year, and check tax assessments.

Unlimited Quick Phone Calls
We won’t charge you for calls less than 10 minutes – and if it’s for a bigger issue, we will let you know.

Annual Account Review Meeting
Sit down with us to review your draft annual accounts and to discuss any issues that have arisen during the year.

Annual Complementary Client Reviews
Get together with us once a year to discuss your progress against your business and lifestyle goals. Set new goals with clear actions and accountability.

Regular Newsletters
Keep up to date with the latest financial legislation and taxation changes, and topical articles relating to the growth and protection of your business.

MOTIVATE

Securing your family's future

From $650 mth 
+gst

Annual Accounts and Tax Returns
We prepare your annual financial statements and tax returns

Tax Reminders and Assessments
We send you tax payment notices throughout the year, checking and forwarding tax refunds received and ensuring payments are correctly recorded by the IRD.

Unlimited Quick Phone Calls
We won’t charge you for calls less than 10 minutes – and if it’s for a bigger issue, we will let you know.

Annual Account Review Meeting
Sit down with our client manager to review your draft annual accounts and to discuss any issues that have arisen during the year.

Annual Complementary Client Reviews
Get together with your client manager to review your progress against your business and lifestyle goals. We’ll set new goals with clear actions and accountability.

Regular Newsletters
Keep up to date with the latest financial legislation and taxation changes along with topical articles relating to the growth and protection of your assets.

GST Return Preparation
Freeing your time up to focus on what you do best, reducing any risk of GST errors and ensuring we can complete your annual accounts in the most efficient way possible.

Cashflow reporting bi-monthly
A real-time report to help you monitor your cashflow position, to assist with future financial decisions.

Business Plan
We work with you to complete a clear annual plan on how much profit you would like to make, and how you are going to achieve it.

Planning for Success
These workshops help you regain
control of your business, unlock your true potential and achieve the results you want.

ADVANCE

Challenging you to succeed

From $950 mth 
+gst

Annual Accounts and Tax Returns
Preparation of your annual financial statements and tax returns

Tax Reminders and Assessments
Sending you tax payment notices throughout the year, checking and forwarding tax refunds received and ensuring payments are correctly recorded by the IRD

Unlimited Quick Phone Calls
We won’t charge you for calls less than 10 minutes – and if it’s for a bigger issue, we will let you know.

Annual Account Review Meeting
A meeting with the client manager to review your draft annual accounts and to discuss any issues that have arisen during the year.

Annual Complimentary Client Reviews
An annual meeting with your client manager to review your progress against past business and lifestyle goals. We’ll set new goals with clear actions and accountability.

Regular Newsletters
The latest financial legislation and taxation changes, and topical articles relating to the growth and protection of your assets.

GST Return Preparation
Freeing your time up to focus on what you do best, reducing any risk of GST errors and ensuring we can complete your annual accounts in the most efficient way possible.

Cashflow reporting bi-monthly
A real-time report to help you monitor your cashflow position, to aid in future financial decisions.

Quarterly Management Reporting
One-on-one meeting with your accountant to set goals, review projects committed to from prior meetings and share best practice appropriate for your business.

Business Plan
Working with you to complete a clear annual plan on how much profit you would like to make, and how you are going to achieve it.

Quarterly Coaching
Each meeting we will review your actual results with you, clarify areas where you can improve your business performance, set 90 day goals and identify strategies to help you achieve them.