Annual Service

For business owners, rental investors and trustee’s who just want:

  • Annual Financial Statements
  • Income Tax return
  • Provisional and terminal tax payment reminders
  • Point of contact and liaison with Inland Revenue
  • Your personal “Sounding board” that you turn to for advice and guidance

Business Essentials

We’ll do all the work so you can focus on what you are good at.

  • Annual Business Financial statements
  • Income Tax returns
  • Provisional and terminal tax payment reminders
  • Point of contact and Liaison with Inland Revenue
  • GST returns
  • Regular monthly reporting of results
  • Add on’s as required including PAYE, FBT
  • Your personal “Sounding board” that you turn to for advice and guidance

Business Growth

  • All the business essentials plus personal advice and guidance to accelerate your business
  • Annual Financial Statements
  • Income Tax returns
  • Provisional and terminal tax payment reminders
  • Point of contact and Liaison with Inland Revenue
  • GST returns
  • Comprehensive monthly financial forecast with :

i) cashflow   ii) profit statement  iii) financial position

  • Regular meetings to :

i) present monthly/periodic financial accounts   ii) discuss financial performance    iii) discuss issues & solutions    iv) work on business growth strategies using 4 step framework

  • Regular monthly reporting of results
  • Your personal “Sounding board” that you turn to for advice and guidance

Tailored Accounting Software

If you want to maintain your own accounting records we will work with you to identify the best accounting platform to meet your needs.

We work with:

  • MoneyWorks (by Cognito software)-desktop and cloud based solutions ( comprehensive with no costly add-ons needed)
  • Xero -cloud based
  • MYOB Essentials-cloud based

We will save you time and money by ensuring you have the right accounting software.

We will provide you with a tailored solution including:

  • a chart of accounts designed just for you
  • set up of your accounting system
  • training you how to use your accounting solution
  • a set of procedures to ensure you work with the system efficiently
  • Your personal “Sounding board” that you turn to for advice and guidance

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