Fixed Fees starting from

  • Just the tax thanks

    Every month
    Perfect for sole traders and contractors with few outgoings
    Valid for 12 months
    • Annual Accounts and tax returns
    • Add Quarterly Management Report
    • Add Software options to support efficiency
  • We are sprouting

    Every month
    And a bit more complicated
    Valid for 12 months
    • For larger businesses with multiple shareholders or partners
    • More complex transaction requirements
    • Extra support for new to business
    • GST returns
    • Tax planning monthly or two monthly
    • Management reports each quarter including current valuation
    • Annual Financial Accounts and tax returns
    • Add software stack for improved efficiency
  • Virtual CFO

    Every month
    Growth requiring support
    Valid for 12 months
    • GST returns
    • Tax planning in line with GST (min 2 monthly)
    • Annual Financial Accounts and tax returns
    • Monthly Management report incl current business valuation
    • Management reports delivered by Zoom
    • Xero Software included
    • Addon Software stack for improved efficiences
    • Add Cashflow and forecasting, reviewed monthly for $150
    • Add professional bookkeeping for complete management

A few things about Fixed Fees

All prices are plus GST

Unless stated, Xero and other software is extra. 
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 increasing by 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, if your annual accounts haven't been completed yet, then you will be charged when we complete them, and the monthly fee will be held over for your next years annual accounts.

Changes in software prices are passed on immediately.