Service Plans

Service PlansAre you someone who will benefit from having certainty around the service and price of your annual accounting fees?

If so then our service plans that we have developed could be just what you’ve been looking for.

We understand that not all clients have the same needs and with that in mind have provided four packages to suit “your business”.

We want to keep the plans flexible so they deliver what you really need. To achieve this just let us know if there is an additional feature you would like to have built into your plan. We have provided a list of “Add on” services, any of which we can provide to you.

 

MOST POPULAR

Business Monitoring

From $295 + GST per month

Our most popular package, suited to the majority of small and medium-sized businesses. If you’re in business and want to grow, this plan is most likely the one for you.

Here’s what you get –

  • Xero or Banklink accounting system
  • Annual financial statements and documentation done for you
  • Face to face annual business performance review
  • Income tax returns, tax reminders, managing your income tax accounts with Inland Revenue
  • Annual tax plan and ongoing review
  • Regular newsletters – keeping you informed
  • Invites to seminars
  • GST returns done for you
  • Regular management reports on your business performance
  • Regular updates and advice on tax and business issues
  • On-going phone support for accounting and tax questions

 

Rentals

From $85 + GST per month

For investors this plan offers –

  • Xero or Banklink accounting system
  • Preparation of annual financial statements and income tax returns
  • Tax reminders, managing your income tax account with Inland Revenue
  • Regular newsletters
  • Invites to seminars

Accounting Essentials

From $185 + GST per month

For small businesses, sole traders that just want to keep their finances on track, this streamlined plan offers –

  • Xero or Banklink accounting system
  • Preparation of annual financial statements and income tax returns
  • Annual meeting with your accountant
  • Tax reminders, managing your income tax account with Inland Revenue
  • Regular newsletters
  • Invites to seminars
  • Business structure advice
  • GST returns done for you

Business Growth

From $495 + GST per month

For businesses needing to keep a closer eye on their finances, this plan has all the features of our monitoring package plus it offers –

  • Annual strategic plan
  • Annual business growth plan
  • Setting key performance indicators
  • Regular review of your business and helping you understand what it all means
  • Setting and monitoring budgets and cash flows
  • Detailed business performance reports

 

All prices exclude GST and do not include any set up and account reconciliation costs that may be required. Let us know about your needs and we’ll work out a personalised plan of approach for you.