Fixed fee packages
Economy
Compliance taken care of. Peace of mind included.
12 month term
What you get
- Stop worrying about complianceFinancial statements, company tax return, personal returns and Companies office filing, all handled without you having to think about it.
- An accountant who knows your businessSomeone who builds genuine familiarity with your business.
- Real-time visibilityKnow what's happening with your business at any time. Margins, profitability, taxes - no problem.
Premium
Quarterly clarity to shape your critical decisions.
12 month term
What you get
- Quarterly executive intelligenceDedicated time with your accountant to review performance, spot trends and plan what's next.
- Year-end compliance sortedFinancial statements, company tax return, personal returns and Companies Office filing, all handled without you having to think about it.
- GST returns handled and filed every periodOne less compliance task on your plate, handled accurately and on time.
- The bigger pictureWith the right information arriving regularly, you stop making calls based on instinct and start making them based on evidence.
Business
Financial partnership for scaling operations
12 month term
What you get
- Monthly executive intelligenceDedicated time with your accountant to review performance, spot trends and plan what's next. Your accountant knows your goals, not just your figures.
- Annual budget and 4-way forecastP&L, cash flow, balance sheet and headcount modelled. Always planning, never reacting.
- Full compliance suiteIncome tax, GST, AIM, and FBT all handled.
Add Ons
Services that can be added based on your requirements. Some may already be included in one of the packages above. We can confirm everything when you book a consultation.
Bookkeeping
We agree on a set block of hours each month and take it from there. The books stay current, no year-end backlog, no scramble before the accountant needs the numbers. Just accurate records ready for decisions, tax time or anything else.
Management Reports
Reporting that turns static numbers into something you can actually act on. Paired with dedicated accountant sessions, we show you what the numbers mean and what to do about them.
GST Returns
We prepare and file your returns, managing all IRD queries and compliance checks on your behalf. We handle the complexity, you just review and approve with a single tap.
AIM returns
Tax that moves with income. Provisional tax paid in large lumps is a cashflow problem for growing businesses. AIM calculates what is actually owed based on real income as it comes in so payments are spread evenly instead of the regular provisional tax dates.
FBT Returns
Offering staff benefits without the compliance headache.
Dividend preparation
Dividends need resolutions, statements, imputation credits and correct tax treatment. We prepare everything so distributions are compliant, documented and done without the back and fourth.
Property
Rental income handled correctly. Nothing left on the table.
Livestock
Your herd counted. Your tax calculated. Nothing misvalued. Livestock valuations have their own rules under NZ law and getting them wrong has consequences. This covers specialist treatment of livestock schedules within the annual tax return for every class of animal.
Xero setup and training
Your financial stack built right from day one. Xero configured for your business structure and a training session to show you how to use it.