Business Accounting Client Service Plans

Business Start Up Advisor

From $150 per month
  • Annual Financial Statements
  • Income Tax Returns
  • Phone & Email Support
  • Annual Face to Face Business Review
  • Inland Revenue and Tax Management
  • Tax Payment Reminders
  • Regular Newsletters with Tax and Business Focus

Business Step Up Advisor

From $340 per month
All "Business Start Up Advisor" services plus:
  • Provisional Tax Management
  • Annual Tax Plan
  • Monthly Online Transaction Review
  • GST Returns — Review or Completion
  • Bi Monthly Business Performance Reports

Business Rise Up Advisor

From $650 per month
All "Business Step Up Advisor" services plus:
  • Dividend Advice and Preparation
  • Annual Budget and Cashflow Monthly Management Report
  • Quarterly Business Review
  • Annual Strategic Planning Meeting
  • Annual Risk Review

Outsourcing Client Service Plans

Why Use Us

We Can:
  • Help future proof your business
  • Assist you to fulfil compliance requirements
  • Deliver excellent quality and reassurance
  • Work collaboratively together to ensure timely information is produced
  • Assist you to uncover potential issues sooner rather than later
  • Gather an in-depth knowledge of your operations which will enable us to easily assist you in other matters as required
  • Work strategically with management
  • Ensure segregation of duties and continuity of service

Services we can provide:

  • Preparation or review of GST returns
  • Prepare Monthly financial reports for management/committee meetings
  • Compile a customised dashboard report on your chosen Key Performance Indicators (KPIs)
  • Collection of mail
  • Data entry into appropriate accounting package
  • Payment of invoices
  • Issue and collection of debtors
  • Payroll service
  • Grant application information
  • Attendance at Board meetings
  • Be second authoriser of bank payments/ transactions
  • Work from your premises if required

Year End Services

  • Annual Financial Statements in compliance with relevant standards
  • Budget preparation and finalisation
  • Income Tax Returns (If required)
  • Phone & Email Support
  • Preparation of work papers and documentation for auditor/reviewer to support balances within financial statements.
  • Provide phone and email support