Emerge

If you're a small business or just starting out, it's all about nurturing and growing your business model.

This plan includes:

• Accounting software subscription and support (including Xero, BankLink, MYOB and CashManager)
• Annual accounts
• Annual meeting to review business performance
• Annual tax return filed
• Bank Reconciliation
• Email and phone support
• End of year accounts, financials and documentation
• GST Reporting & lodging with IRD
• Income Tax Assessment/Return for IRD
• Income tax reminders
• Income Tax Return and Provisional Tax Management
• Income Tax returns prepared and filed
• Inland Revenue management
• Preparation of an annual budget
• Profit & Loss Report
• Regular newsletters
• Tax payment reminder service
• Year-end business, tax and budgeting advice

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 Build

If your business is established and ticking along, now is the time to start building on those foundations and take it to the next level.

Includes everything from 'Emerge' Service Plan plus:

• Accounts Payable
• Accounts Receivable
• Annual profit & cash flow plan
• Annual tax plan
• Assistance with business KPIs
• Bi monthly business performance reports
• Face to face annual business review
• GST preparation and review
• GST/FBT returns
• Income Tax Return and Provisional Tax Management
• Monthly tax and business alerts
• Online monthly transaction review
• Regular review of your online transactions and performance feedback
• Regular updates & advice on tax and business issues
• Reporting on Accounts Payable & Accounts Receivable (monthly)
• Six monthly Business performance reviews and KPI meetings with a partner
• Six monthly meeting with your accountant to review business
• Statutory company and trust administration

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 Progress

Your business has a solid reputation and things are looking good. But why stop there? Now it the time to really stride ahead of the rest.

Includes everything from our 'Emerge' and 'Build' Service Plans plus:

• Annual budget and cashflow
• Annual Strategic Review
• Cash flow forecast
• Detailed performance graphs and reports
• Monitoring of cash flows and budgets
• Monthly business review
• Monthly financial reports
• Monthly performance dashboard
• Monthly profit reports
• Monthly tax and business alerts
• Monthly tax budgeting advice
• Monthly business advisory/ KPI meeting
• Preparation and filing of annual tax return
• Preparation and filing of GST, PAYE and FBT returns, as they fall due
• Quarterly business performance reports
• Quarterly meeting to review business
• Regular management and financial reports
• Strategy formulation and monitoring

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 Invest

'Invest' Service Plan includes:

• Full set of year-end financial statements
• Preparation and filing of annual tax return
• Year-end business, tax and budgeting advice
• Inland Revenue management
• Software subscription
• Regular Business Newsletters
• End of year Income Statement
• End of year financials and documentation prepared
• Income tax returns prepared and filed
• Accounting software
• Email and phone support
• Regular tax and business alerts
• Tax payment reminder service

Request an estimate