Packages

We provide professional Trustee Services, which are becoming harder to find.

This service allows you to pay one set fee for the year, so you never have to worry about bills for phone calls and emails. We appreciate that having a Professional Trustee can slow things down in some cases, but this allows you to

Includes

• Annual Trustee meeting
• Minutes for significant Trustee discussions
• Ad hoc discussions
• Access to our Trust Management software.

From $100 per month plus GST

Significant discussions are charged separately and will be discussed at the time they arise.

Ideal for the no frills business owner, or new to business person who wants to stay on the right side of the IRD. You will do most of the work yourself, and focus on your day to day needs. Perfect for small businesses and sole traders who just want to get their compliance out of the way, without any nasty surprises.

You can focus on growing your business, whilst we will take care of your tax affairs, and your annual accounts.

Includes

• Annual accounts
• Tax returns for the business and shareholders (max 2)
• Tax reminders
• Annual meeting
• Xero Subscription to cash book

From $165 per month plus GST

Add Companies Office Annual returns $250 plus GST

You are ready to move up a gear, and need some additional help with the complexities that now exist. This is designed for businesses which are established, and who need their compliance taken care of. It allows you to focus on your business whilst we will work on your behalf to produce your accounts and look after your numbers

Includes

• Annual accounts
• Tax returns for the business and shareholders (max 2)
• Tax reminders
• Annual meeting
• Xero Subscription
• Tax planning discussion
• Phone and email support

From $290 per month plus GST

Add coding for your bank accounts from $20 per month plus GST

Add Companies Office Annual returns $250 plus GST

Your business is well established, and needs some guidance on a more regular basis, you want to move up a gear financially, and receive regular input into the best way to grow your business. You know what you are doing, and what to elevate your business to the next level so that you can not only focus on the things you enjoy at work, but also have the time to enjoy the things you want outside of work.

Includes

• Annual accounts
• Tax returns for the business and shareholders (max 2)
• Tax reminders
• Annual meeting
• Xero Subscription
• Tax planning discussion
• GST returns
• Cash book reconciliations
• Management reports every 4 months
• Discussions on growing your business twice a year.
• Annual Companies Office Return

From $400 per month plus GST

This is where you want a business adviser on tap, not only will we take care of the compliance and accounts, we will help you grow your business with advice, coaching and just being a sounding board.

Includes

• Annual accounts
• Tax returns for the business and shareholders (max 2)
• Tax reminders
• Annual meeting
• Xero Subscription
• Tax planning discussion
• GST returns
• Cash book reconciliations within Xero
• Management reports every 4 months
• Discussions on growing your business twice a year.
• Cashflow forecasting
• Budgeting
• Annual Companies Office Return
• Phone and email support as needed

From $550 per month plus GST