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ANNUAL ACCOUNTS & TAX

You focus on the big picture.
We'll sort your annual accounts & tax.

We’re your partner in finance, here to share the mental load of your business. Not just at year-end, but all year around! Each of our Annual Accounts plans includes free 15-minute phone calls with your advisor throughout the year, plus a comprehensive annual meeting to discuss:

  • A quarter-by-quarter commercial review of your profit and loss and cashflow performance
  • Recommendations from our review of your accounts
  • Each section of your Annual Report, ensuring you fully understand its meaning
  • Your tax returns and upcoming tax payments
  • Your optimal tax structure.

The right tax planning and structuring advice can make a significant difference to your bottom line. From income tax to PAYE to GST and FBT, we can help. We also provide specialist tax advice on property taxation, international tax and business structuring.

Each business receives a complimentary Carbon Footprint Workshop. We’re your partners in carbon reduction too!

A plan for every business:

Annual Accounts - Starter

FROM $165
+ GST per month

Designed for sole traders and contractors

  • Discounted Xero subscription
  • Annual accounts, tax and documentation
  • Maximise tax benefit
  • Telephone and email support
    (15 minute calls are free throughout the year)
  • IRD management
  • Annual discussion with your advisor to go through your Annual Accounts, what they mean and ways to improve your results

Includes complimentary Carbon Footprint Workshop

Annual Accounts - Standard

FROM $250
+ GST per month

Designed for small businesses with employees

  • Discounted Xero subscription
  • Annual accounts, tax and documentation
  • Maximise tax benefit
  • Telephone and email support
    (15 minute calls are free throughout the year)
  • IRD management
  • Annual discussion with your advisor to go through your Annual Accounts, what they mean and ways to improve your results

Includes complimentary Carbon Footprint Workshop

Annual Accounts - Premium

FROM $495
+ GST per month

Designed for businesses with greater complexity that require frequent advice

  • Discounted Xero subscription
  • Annual accounts, tax and documentation
  • Maximise tax benefit
  • Telephone and email support
    (15 minute calls are free throughout the year)
  • IRD management
  • Regular updates and advice on tax and business issues
  • GST returns review or completion
  • Financial control support
  • Annual discussion with your advisor to go through your Annual Accounts, what they mean and ways to improve your results

Includes complimentary Carbon Footprint Workshop

Being an owner-operator isn't easy.
You don't have to go it alone.

Check out our Business Performance plans. We’d love to help your business thrive and grow.