Annual Services
- Initial Face to Face Meeting and Onboarding
- Annual Financial Statements
- Basic Individual and Company Tax return(s)
- Annual Tax Administration
- GST Review and Filing (if required)
- FBT Return
- Interest RWT Return
- Approved Issuer Levy
Additional Services
- Dividend Preparation
- Trust Administration
- Audit Shield
- GST (2 or 6 montly)
- ACC Review
- Tax Review
- Annual Basic P&L Budget
- Management Reporting
- Payroll Management
- Company Wind Up Tier 1 (Co Removal)
- Company Wind Up Tier 2 (Admin Removal)
- Company Formation
- Company Registered Office Services
- IRD Number Application
Advisory Services
- Cashflow Forecast
- Three-way Forecast
- Business Planning
- Quarterly Coaching
- Monthly Coaching
- Financial Awareness Coaching
- Succession Planning
- Due Dilligence Business Review
- Strategic Planning
- Trust Review
- Professional Trust Review
- Annual Trust Review
- Business Development Trifecta
- Virtual CFO
Software and Solutions
- Xero Set Up and Training
- Payroll Software Set Up and Training
- Discounted Xero Monthly Fees if paid monthly by DD
(for full rates from Xero please refer – Xero
Pricing)- Ignite $31
- Grow $65
- Comprehensive $85
- Ultimate $100
*Prices for services have been discussed with the client and may include any of the above services.
The prices for additional services will be specified in the engagement letter to capture those situations where it is not as straight forward as first assessed. We will discuss these items with the client prior to starting any work over and above the initial scope of the engagement so any increases in time/cost can be expected.