Our Services
Business Service Plans
Financial Reports, Income Tax & GST

By utilising the power of Xero we are able to offer services plans with fixed monthly fees. All plans can be tailored to the size and requirements of your business.

Included in our Service Plans: 
 

  • Preparation of annual financial statements and tax returns
  • Review and filing of GST returns
  • Preparation of financial management reports (to see how your business is tracking)
  • Regular meetings (including an annual meeting to review financial trading and tax for the year)
  • Xero subscription 
  • Free Xero email support
  • Budgets*
  • KPI analysis*
       
* Additional to standard Service Plans.
Specialist Services
Services other than for businesses
 
All services, unless stated otherwise, are provided on a time and cost basis dependent on the level of complexity and reporting required.
 
  • Rental statements
  • Personal tax returns
  • Investment trust tax returns
  • Financial Projections/Cash Flows/Budgeting
  • Business valuations and advice on sale/purchase of a business
  • Xero training (outside of initial set up per our service plans)

Please contact us to discuss your requirements.
Administrative Services
Company set up and other taxes
 
All services are provided on a time and cost basis dependent on the level of complexity and reporting required.
 
  • Company incorporation, IRD number application & GST/PAYE registration 
  • FBT return preparation & filing
  • Payroll/Wages administration
  • ACC administration
  • Filing Company annual return with Companies Office
                                                 
                                                       Please contact us to discuss your requirements.