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Service Plans

Business Essentials – from $180 pm + GST

Aimed at fledgling small business, needing just the basics to start:

  • Xero online accounting software monthly Cashbook subscription
  • Preparation of Annual Year End financial statements
  • Preparation of associated income tax return
  • Annual meeting to review financial statements & tax returns
  • Checking IRD tax assessments & statements
  • Reminders of Tax Payments due

 

Business Growth – from $250 pm + GST

Our most popular plan, suited to most small business owners, includes:

  • Xero online accounting software monthly Medium subscription
  • Preparation of Annual Year End financial statements
  • Preparation of associated income tax returns
  • Annual meeting to review financial statements & tax returns
  • Checking IRD tax assessments & statements
  • Reminders of Tax Payments due
  • Day to day brief advice and queries
  • Preparation or review of GST Returns
  • Quarterly Management Reports

 

Virtual CFO (Customised) – from $500 pm + GST

For successful business wanting more support on a regular basis:

  • Everything offered in the Business Growth plan, plus:
  • Preparation or review of GST, PAYE & FBT Returns
  • Annual strategic planning & structuring meeting
  • Preparation of monthly Budgets
  • Monthly Reporting against Budget forecasts
  • Monthly 1-Page Dashboard summarising performance
  • Quarterly meeting to review management reports