Our Service Plans

Whether you want freedom of time or are looking to grow your business, we can help.

Our Plans

These accounting packages have all the essentials to get your tax done as well as ensuring your business is on the right track. Talk to us about creating a package that’s right for you.

Standard

Delivering results

Delivering results 
$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

Delivering results 
$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.

Quarterly 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

Delivering results 
$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.

Quarterly 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.