Service Plans

Each business and business owner is unique.

We want to tailor a plan that best suits you.

Service plan

Contact us for tailored packages

Nuts & Bolts

When you want your taxes sorted & the business essentials covered. Great for startups!

End of year accounts
Income tax returns
Face to face business review
Inland Revenue management
Tax payment reminder service
Software subscription
Regular Business Newsletters

Up & Grow

Our most popular package.

With regular monitoring & advice to help you grow & improve your business.

All Nuts & Bolts services plus...
Phone & email support
Annual business plan review
Annual cash flow plan
Annual tax plan
Online monthly transaction review
Quarterly business performance reports
Quarterly business review - face to face or via Skype
Regular updates & advice on tax and business issues
Preparation of GST Returns

Rise & Shine

Business Mentoring to set, measure & manage your business & personal goals

All Up & Grow services plus...
Monthly performance dashboard
Periodic business review
Periodic business performance reporting
Annual risk review
Monthly business improvement alerts

Rent & Return

To cover the tax essentials for property investors.

Income tax returns
Inland Revenue Management
Tax payment reminder service
Software subscription
End of year Income Statement

Company Administration

Filing annual returns on your behalf
Preparing all documentation related to minutes and resolutions
Maintaining statutory books
Assistance with changes of directors, shareholders, addresses and office details

ACC

Checking the ACC classification for your business
Reviewing your business and personal ACC cover
Verifying the correctness of ACC levies invoiced
Processing ACC refunds
Assisting with ACC enquiries

Additional Services

We offer a wide range of Services in addition to our great packages. For these services we can provide additional pricing as required.

*All prices are exclusive of GST