Our Business Packages

We have structured our services into business packages which we can quote upfront and agreed upon before commencement. The business packages and pricing can be individually adjusted to fit your business needs. 

The following packages are on a fixed fee basis paid monthly.  Any additional services will be quoted upfront and agreed upon before commencement.  Consultation on the business package right for you, including customisation, is free.

Option 1: Tax Basics

Suitable for small firms with a tax focus requiring year-end tax/accounting services.

  • Annual Financial Reports for tax purposes
  • Income Tax Returns
  • Management of IRD taxes
  • Newsletters
  • Xero or BankLink online accounting package

Option 2: Accounting & Tax Basics

Suitable for firms who require periodic Financial Performance information and periodic performance reviews.

  • Quarterly Statement of Financial Performance
  • 6 Monthly performance reviews
  • Phone/email support on accounting and tax
  • GST returns
  • Annual Financial Reports for tax purposes
  • Income Tax Returns.
  • Management of IRD taxes
  • Newsletters
  • Xero or BankLink online accounting package
  • Software training and support

Option 3: Accounting, Tax & Business Performance

Suitable for firms requiring quarterly results, budgets and business performance measurement.

  • Quarterly Statement of Financial Performance and position
  • Quarterly performance reviews
  • Cash flows, forecast and reporting
  • Annual Budgets
  • Comparison of actual vs budgeted results
  • Phone /email support on accounting, tax and business matters
  • Annual Financial Reports for tax purposes
  • Preparation of Income Tax, GST and FBT returns
  • Management of IRD taxes
  • Newsletters
  • Xero or BankLink online accounting package
  • Software training and support

Option 4: Accounting, Tax & Business Services

Suitable for firms requiring a full monthly financial package and business planning and development.

  • Monthly Statement of Financial Performance and position
  • Monthly performance reviews
  • Cash flows,- forecast and reporting
  • Annual Budgets
  • Comparison of actual vs budgeted results
  • Phone /email support on accounting, tax and business matters
  • Strategic planning,  Business Development and KPI’s
  • Annual risk review
  • Annual Financial Reports for tax purposes
  • Preparation of Income Tax, GST and FBT returns
  • Management of IRD taxes
  • Newsletters
  • Xero or BankLink online accounting package
  • Software training and support