NAVIGATING THE JOURNEY TOGETHER

HOW CAN WE HELP?

Tax Packages

A complete tax-end solution to save you time, money and accounting headaches. We'll help you get your tax return right every time.

  • This service includes preparation of your year-end financial report (from your Xero account), preparation and filing of your complete income tax return, GST preparation and filing and keeping you up to date with all changes in tax legislation that affect you.

  • Small/Entry Level (From $1,650 +GST)

    • Annual Financial Statements & Tax Return

    • Annual Meeting

    • Xero Accounting Software, Set-up & Training

    • Phone & Email Support

    Medium/Scaling Up (From $2,840 +GST)

    • Annual Financial Statements & Tax Return

    • GST Returns

    • Annual Meeting

    • Xero Accounting Software, Set-up & Training

    • Phone & Email Support

    • 6 Monthly Reporting and Call to discuss

    • Strategic Review Session – Annually

    Large/Growth (From $3,720 +GST)

    • Annual Financial Statements & Tax Return

    • GST Returns

    • Annual Meeting

    • Xero Accounting Software, Set-up & Training

    • Phone & Email Support

    • 6 Monthly Reporting and Call to discuss

    • Quarterly Meetings with your Accountant

    • Strategic Review Session – Annually

  • • Book an initial consult. If the consult is advice based there is a charge of $180+GST. The charge is waived if you come on board as a client.

    • Grant access to current records (Xero/Other)

    • Proposal sent and approved

    • Service agreement signed

    • Add you to our agency (IRD) list

    • Information request is sent out in April/May each FY

    • Complete work and then meet to discuss & sign off

BOOK A KŌRERO

Virtual CFO

The finance department for busy business owners provides you with insights into how your business is performing. We'll look out for you, look down the road and ensure you are constantly informed of potential risks.

  • Monthly management reporting against budget, monitoring of financial position and cash flow forecasting including commentary providing insights and highlighting potential risks. Challenging owners and making sure you’re aware of what might be ahead.

  • Due to the personalised nature of this service, prices vary from client to client. Please enquire to receive a custom quote for your business.

    Payments are made on a monthly cycle.

  • • Book an initial consult (if this consult is advice based there is a charge of $180+GST. The charge is waived if you come on board as a client

    • Grant access to current records (Xero/Other)

    • Monthly process recommended and confirmed – what we will take care of what will stay in-house

    • We provide a proposal for services and take you through this

    • Service agreement signed and monthly DD set-up

    • We add you to our agency (IRD) list

    • Monthly or bi-monthly meetings to discuss your financial position and ensure everyone is kept up to date.

BOOK A KŌRERO

Bookkeeping & Xero Management

Let us take the hassle out of managing your Xero. You can relax and focus on what you do best and leave the everyday accounting to us.

  • We take care of your core admin tasks including entering and updating invoices (based on information provided), Hubdoc management and processing of bills, reconciling and keeping your Xero account up to date enabling better usability of the data/reports.

  • Please book a kōrero with us to arrange a custom quote for your business needs!

  • • Book an initial consult (if this consult is advice based there is a charge of $180+GST. The charge is waived if you come on board as a client

    • Grant access to current records (Xero/Other)

    • Monthly process recommended and confirmed – what we will take care of what will stay in-house

    • Service agreement signed and monthly DD set-up

BOOK A KŌRERO