Complete compliance package for sole traders, registered companies and trusts. Including:-

- Annual financial statements
- Income Tax Returns (incl. Donation Returns)
- IRD Account Management
- Tax Payment Reminders
- Annual Meeting
- Annual Company or Trust Minutes
- Regular Client Newsletter
- Companies Office Administration including filing of Company Annual Return
- Phone & Email Support (Up to 1 hour per month)

Your Investment – From $140+GST per month

Real-time guidance with regular check-ups for ongoing maintenance of your business to help you build a better business. Including:-

- Xero subscription
- Xero Support
- Annual financial statements
- Income Tax Returns (incl. Donation Returns)
- IRD Account Management
- Tax Payment Reminders 
- Bi-monthly GST return
- 2 Meetings per annum
- Six Monthly Profit & Loss
- Annual Company or Trust Minutes
- ACC Account Manager
- Company Dividend Preparation
- Regular Client Newsletter
- Companies Office Administration including filing of Company Annual Return
- Phone & Email Support (Up to 1 hour per month)

Your Investment – From $240+GST per month

We help you grow your business to its full potential, with regular meetings and monitoring. Including:-

- Xero subscription
- Xero Support
- Annual Profitability & Cashflow Forecast
- Annual financial statements
- Income Tax Returns (incl. Donation Returns)
- IRD Account Management
- Tax Payment Reminders
- Bi-monthly GST return
- Monthly Profit & Loss Reporting (to Budget)
- Quarterly Meetings
- Annual Strategic Planning Meeting
- Annual Company or Trust Minutes
- Setting of KPI’s
- Annual Risk Review with our associated Financial Planners
- ACC Account Manager
- Company Dividend Preparation
- Regular Client Newsletter
- Companies Office Administration including filing of Company Annual Return
- Phone & Email Support (Up to 2 hour per month)

Your Investment – From $490+GST per month

Tax & Year end compliance for your residential rental property. Including:-

- End of Year Rental Accounts
- Income Tax Returns (incl. Donation Returns)
- IRD Account Management
- Tax Payment Reminders
- Annual Meeting (if required)
- Annual Company or Trust Minutes

Your Investment – From $520+GST per year