PRICE LIST

We value price our services, rather than charge by the hour. We aren't selling you time - we are selling our IP. It's all about adding value in what we do for you, rather than get the job through, bill you and move on to the next client. We take the time to critique what is going on with your business and see where we might have the opportunity to add some value - we may as well, while we are in there looking, right! You don't know what you don't know, and how helpful would it be if those who do know (hopefully that's us) pointed it out to you. 

Al our GST clients get a tax plan with their GST return as a minimum. If you've been coding your own Xero, then we take the time to review for errors - errors can cost you in both over or under claimed deductions, and potential penalties with the IRD.


You are welcome to bundle up services, add and subtract as you need them, and lock in a fixed fee for the year. 

Xero software extra. All prices are plus GST.

MONTHLY GST AND TAX PLAN

From $150

For those on monthly GST. Includes checking data for accuracy, balances assets, posting depreciation, and any recurring journals so that your current profit is as accurate as possible to prepare your tax plan. For AIM clients we file an AIM return at this point as well.

TWO MONTHLY GST AND TAX PLAN

From $250

For those on 2 monthly GST.
Includes checking data for accuracy, balancing assets and posting depreciation and any recurring journals so that your current profit is as accurate as possible to prepare your tax plan. For AIM clients we file an AIM return at this point as well.

SOLE TRADER OR WITHHOLDING TAX CONTRACTOR RETURN

From $450

Includes a profit and loss return, asset schedule and your tax return.
We manage your tax affairs with IRD during the year and send tax payment letters approximately 2 weeks before the due date.

RENTAL STATEMENTS (INCLUDING AIR BNB)

From $500

For residential landlords. Pricing reflects the increased time now required to ring fence losses and apply interest deductibility rules. Price is for first property, subsequent properties are $250 each.

We manage your tax affairs with IRD during the year and send tax payment letters approximately 2 weeks before the due date.

BUSINESS ACCOUNTS

From $800

Partnerships, Farms, Companies and Trusts. Each have their own specific requirements. Price includes any statutory minutes and maintenance of ICA (companies) plus capital reserves for accuracy when that day comes to exit your business.

Discounted for clients receiving quarterly reports, because a lot of the work is already done. 

We manage your tax affaris with the IRD during the year and send tax letters approximately two weeks before the due date.


LIVING BUSINESS PLANS

$2200

Our living business plans include coaching - get the most out of your investment. This includes developing the plan with you and the first 6 months of support (3 follow up meetings, plus monthly email followup to keep you on track). 
Annual plan review and update from $600 with quarterly catchups.

MANAGEMENT REPORTS

$150 monthly/2 monthly; $250 quarterly

A mini set of accounts based on the data as checked for your GST return. Good for banks and other lenders.
These include a visual dashboard of your results. Because our GST preparation process is so indepth, these reports are a good addon - they will be accurate! Even more so if you can provide inventory figures.

BUSINESS DEVELOPMENT

POA

Pick from our suite of business development services and we will customise a business support plan to suit your requirements. Payment can be spread across the year with an agreed monthly fee and can incorporate your annual accounts and tax returns, GST returns and management reports.

COMPANY OFFICE MANAGEMENT

$185 pa

Annual return filing and maintenance of company records to meet your statutory requirements and fully comply with the Companies Act.

 

Want to fix your fees?

Clients are welcome to bundle up any of our services into one fixed fee, and spread payments across the year. 


Providing price and cashflow certainty.

Final monthly price depends on the number and complexity of transactions processed each month, and the services required.  Access to current records and previous years financial accounts will be required for us to provide a fixed fee quote. 

Fees are reviewed after 3 months, and then in March each year and subject to increase by a minimum of the current CPI. All increases will be communicated to clients and the option to move to pay as you go. If clients move to Pay as you Go, then no credit will be given for fees already paid. We reserve the right to withhold services for fixed fee clients who are not up to date with their payments.

For the first year in the Fixed Fee contract, the agreed fee will be spread across the number of months remaining in the financial year.

Fixed fees can include Xero and other software but changes in software prices are passed on immediately.  

 

There are no plans available.