Our Approach

Our approach to managing your business finances is simple, you can either:

  1. Learn how to do it yourself - via our blogs, guides, courses and workshops

  2. Engage us for guidance - via our virtual one-on-one coaching and advisory support

  3. Delegate it to us - via one of our monthly service plans

Our Services

    • Xero Account Setup or Migration from other Software

    • Bank Reconciliations & GST Returns

    • IRD Liaison & Tax Payment Reminders

    • Accounts Payable & Receivable Management

    • Expense Claims & Management

    • Xero Account Review & Report

    • Bookkeeping & Tax Remediation

    • Payroll Software Setup & Management

    • Employee / Contractor Onboarding & Offboarding

    • Payroll Management & PAYE returns

    • IRD Liaison & Tax Payment Reminders

    • Payroll Systems Review & Report

    • Payroll & Tax Remediation

    • Annual Accounts & Tax Returns - Companies & Individuals (Directors)

    • NZ Companies Office - Company Registration & Annual Return Filing

    • Budget & Cashflow Forecasting

    • Xero Account Review & Remediation Services

    • Production Accounting Services

    • Xero Software Training & Coaching

    • Software Advisory & Implementation

    • Business Growth & Resilience Workshops

    • Business Advisory & Coaching

    • Financial Systems Review & Report

    • Financial Process Mapping & Implementation

  • Our monthly service plans are designed to provide your business with compliance support at each stage of growth with your budget in mind.

    Require an expert to manage some or all of your regular financial processes such as bookkeeping and/or payroll? We will meet with you to assess the best monthly service plan for your business from our four options: SOLO, LEAN, GROW or SCALE.

    Or if your business requires a more bespoke approach, we will tailor a plan to suit.

Monthly Service Plans

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

Solo

    • Annual Revenue $100K-$200K

    • Up to 50 transactions per month

    • 1 Employee or Contractor (typically the owner)

    • GST & PAYE Returns

    • Bookkeeping & Payroll Processing

    • GST & PAYE Returns and IRD Filing

    • Tax Payment Reminders and Unlimited Email Support

  • Starting from $399 per month

Lean

    • Annual Revenue $200K-$500K

    • Up to 100 transactions per month

    • 5 Employees or Contractors

    • GST & PAYE Returns

    • Bookkeeping & Payroll Processing

    • Supplier Payment Services (up to 25 supplier bills per month)

    • GST & PAYE Returns and IRD Filing

    • Tax Payment Reminders and Unlimited Email Support

  • Starting from $799 per month

Grow

    • Annual Revenue $500K-$2M

    • Up to 200 transactions per month

    • 10-20 Employees or Contractors

    • GST & PAYE Returns

    • Bookkeeping & Payroll Processing

    • Supplier Payment Services (up to 60 supplier bills per month)

    • GST & PAYE Returns and IRD Filing

    • Tax Payment Reminders and Unlimited Email Support

    • Virtual CFO Meetings & Financial Reports (Monthly)

  • Starting from $1599 per month

Scale

    • Annual Revenue $2M-$5M

    • Up to 300 transactions per month

    • 20 Employees or Contractors

    • GST & PAYE Returns

    • Bookkeeping & Payroll Processing

    • Supplier Payment Services (up to 100 supplier bills per month)

    • GST & PAYE Returns & IRD Filing

    • Tax Payment Reminders & Unlimited Email Support

    • Virtual CFO Meetings & Financial Reports (Weekly)

    • Email Account Management (one inbox maintained daily)

  • Starting from $3799 per month

Book a free consultation