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

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  • 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

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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.

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*All prices are exclusive of GST