Packages

Ideal for small businesses or those just starting out

• Xero or BankLink accounting system
• Annual financial statements, minutes and documentation
• Income tax returns
• GST Returns
• Face to face business review
• Tax reminders / managing your income tax account with the IRD
• Regular Newsletters
• Invites to seminars
• Phone and Email Support - Basic transactional queries

Ideal for small to medium sized businesses wanting to monitor growth

• All "Under Control" services
• Monthly management reports on your business performance
• Monthly report with executive summary
• Six-monthly meetings
• Regular updates and advice on tax and business issues
• Regularly review your business and help you understand what it all means

Ideal for businesses who are serious about growth

• All "Stay on Target" services
• Annual strategic plan
• Annual business health check
• Annual business growth plan
• Setting of KPI's
• Bi-monthly meetings
• Setting and monitoring budgets & cashflows
• Detailed performance reports

For Rental Property Owners

• Xero accounting system
• End of Year Accounts
• Income Tax Returns
• Face to face business review
• Annual meeting minutes
• Tax reminders / managing your income tax account with the IRD
• Regular newsletters