Service Plans

Service Plan 1 is ideal for small businesses with less than 50 transactions per month, who are just wanting the basics and do not require invoicing.

Service Plan 1 Includes:

Xero GST Cashbook subscription and support
Annual accounts preparation including annual resolutions
Annual income tax return prepared and filed with IRD
Annual meeting to review business performance
Email and phone support
GST preparation and filing with IRD
Income Tax Assessment review
Tax payment reminder service
Income Tax Return and Provisional Tax Management
IRD Correspondence management
Regular newsletters

We can help you improve performance and develop your business so you can focus on what you do best, with a great plan for small-medium businesses.

Includes everything from Service Plan 1 plus:

Xero Standard Busienss Subscription that includes Invoicing, Accounts Receivable and Accounts Payable
Annual profit & Loss and cash flow forecast
Annual tax plan
Assistance with business KPIs
Monthly business performance reports
Face to face annual business review
Monthly tax and business alerts
Online monthly transaction review
Regular review of your online transactions and performance feedback
Regular updates & advice on tax and business issues
Reporting on Accounts Payable & Accounts Receivable
Six monthly Business performance reviews and KPI meetings with a senior accountant
Six monthly meeting with your accountant to review business
Statutory company or trust administration

If you're serious about growing your business then "Service Plan 3" is for you! We will provide you with regular advice and guidance to enable your business to grow.

Includes everything from Service Plan 1 and Service Plan 2 plus:

Annual budget
Annual Strategic Review
Monitoring of cash flows and budgets
Monthly business review
Monthly financial reports
Monthly performance dashboard
Monthly tax budgeting advice
Monthly business advisory / KPI meeting
Preparation and filing of EMP (PAYE etc) and FBT returns
Quarterly meeting to review business
Strategy formulation and monitoring

"Rental Service Plan" is perfect for property investors. Let us free up your time by taking care of the essentials to ensure your investment is tax effective and compliant with property tax laws.

Rental Service Plan includes:

Xero Non-GST Cashbook subscription and support
Annual accounts preparation including profit and Loss reports for each property
Preparation of required resolutions
Annual income tax return prepared and filed with IRD
Assistance with mangement of Bright-Line rules and interest deductibility
IRD Correspondence management
Tax payment reminder service
Regular Business Newsletters
Email and phone support

Book a FREE 30 minute consultation

Where we will discuss your business, your goals, and how we can help you achieve them.

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Service Plans

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