Monthly Plans

Rental Property

"Mum & Dad resident rental investors"
$ 60 Monthly
  • Tax reminders
  • One month turnaround
  • Personal tax returns
  • Rental property returns
  • Family support calculations
  • Company administration and Filing – Look Through Companies (LTCs)
  • Monthly newsletters

Business
Basics

"Please just keep the IRD happy"
$ 140 Monthly
  • Tax reminders
  • One month turnaround
  • Year-end accounts
  • Tax returns filed
  • Free tax updates
  • GST & PAYE support*/Advice
  • Financial Statements
  • Liaise with IRD so you don’t have to

Business Monitor

"How’s my business doing?"
$ 230 Monthly
  • Tax reminders
  • One month turnaround
  • Year-end accounts
  • Tax returns filed
  • Free tax updates
  • Face-to-face yearly reviews
  • Key Performance Indicator (KPI) monitoring – ‘what you measure, you can manage’ (yearly)
  • GST & transaction reviews (yearly)
  • Cash-flow monitoring (yearly)
  • Provisional tax planning (yearly)
  • 2 Monthly GST – AIMS software - the cost effective, user-friendly alternative to banklink
  • Online accounting software (Xero)
  • Phone/email support
  • ACC
  • FBT
  • Tax Planning

Business Growth

"How do I turbo charge my business?"
$ 480 Monthly
  • Tax reminders
  • One month turnaround
  • Year-end accounts
  • Tax returns filed
  • Free tax updates
  • Face-to-face yearly reviews
  • Key Performance Indicator (KPI) monitoring – ‘what you measure, you can manage’ (yearly)
  • GST & transaction reviews (yearly)
  • Cash-flow monitoring (yearly)
  • Provisional tax planning (yearly)
  • 1 Monthly GST – AIMS software - the cost effective, user-friendly alternative to banklink
  • Online accounting software (Xero)
  • Phone/email support
  • ACC
  • FBT
  • Tax Planning
  • Face to face reviews (monthly)
  • Succession planning (monthly)
  • Expansion planning (monthly)
  • Weekly phone call (monthly)

Our services include but are not limited to: