Not for Profit Accounting
Service Plans
Add-On Services
Annual Advisor
From $150 per month
At balance date and in time for your annual audit/review we will:
- Complete your annual financial statements using the appropriate reporting requirements
- Complete Income Tax Return (if required)
- Prepare the required workpaper file for your auditor/reviewer tosupport the balances within the financialstatements
- Liaise with your auditors and reviewers throughout the process
- Finalise budget preparation for your committee
- Provide phone and email support
- Provide regular newsletters
Monthly Advisor
From $280 per month
All "Annual Advisor" services plus the following monthly services:
- Review the data entry into your accounting system
- Obtain explanations for any variances or unusual items
- Prepare GST returns
- Compile a customised dashboard report on your chosen Key Performance Indicators (KPIs)
- Prepare financial reports for management/ committee meetings
- Meet or Skype with your Board/Management to go over Reports and KPIs (quarterly/6-monthly/annually as you prefer)
Payroll Service
From $120 per month
Administering yourwages is time consuming and complex. Let us lift this burden from you by providing a payrollservice that includes:
- Processing your weekly, fortnightly or monthly payrolls
- Administration ofPAYE, KiwiSaver, sick pay, annual leave etc
- Filing monthly schedules with IRD
- Administration of incentive schemes, bonuses and termination payments
Outsourcing Client Service Plans
Why Use Us
We Can:
- Offer flexibility by providing only those services you require
- Remove risks associated with employing staff directly
- 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
