KIA ORA,

We’d love the opportunity to learn about your current business needs to understand if we are the right fit before tailoring a plan to suit.

Get started by booking a virtual meeting with me

 

bookkeeping & Payroll

Our monthly support plans are designed to provide your business with compliance support at each stage of growth

 

tier 1 PLAN

Ideal for new start-ups & one-person teams

  • Includes Xero setup/transfer, and training (1-hr virtual meeting)

  • Bank reconciliations (<75 transactions) and GST returns

  • Payroll Management (<1 employee) and PAYE returns

  • Accounts Payable & Receivable Management

tier 2 PLAN

Ideal for small businesses

  • Includes Xero setup/transfer, and training (1-hr virtual meeting)

  • Bank reconciliations (<150 transactions) and GST returns

  • Payroll Management (<5 employees) and PAYE returns

  • Accounts Payable & Receivable Management

tier 3 PLAN

Ideal for growing teams & businesses

  • Bank reconciliations (<300 transactions) and GST returns

  • Payroll Management (<10 employees) and PAYE returns

  • Supplier Payment Management (once or twice per month)

  • Accounts Payable & Receivable Management

  • Accounts Email Inbox Management

  • Financial Reporting Management

Each plan includes unlimited email support, monthly tax payment reminders and virtual quarterly financial review meetings

 
 

Plan add-ons

Ideal for when you’re not ready for a plan upgrade but need an extra service or two to support your growth each month

+ Bank Reconciliations (+50 transactions)

+ Payroll Management (<5 employees)

+ Invoice Management (<20 invoices per month)

+ Inventory Management (<20 items per month)

+ Supplier Payment Management (once or twice per month)

+ Financial Reporting Management

 

Accounting

  • Annual Accounts & Tax Returns - Companies & Individuals

  • NZ Companies Office - Company Registration & Annual Return Filing

  • Budget & Cashflow Forecasting

  • Xero Account Review & Remediation Services

BUSINESS ADVISORY

  • Xero Training & Advisory

  • Software Advisory & Implementation

  • Business Growth & Resilience Workshops

  • Business Advisory & Coaching

 

Find out how we can tailor our support to suit you

 

Accounting & Payroll software subscription costs are charged separately if required. Any additional services required outside of plans are charged separately at our standard rates.