Accounting Packages

Our accounting packages focus on maximising your businesses financial performance but we appreciate it’s not one size fits all. As such the Base, Progressive or Established packages can be tailored to suit your specific needs. Contact us to choose a plan that works for you today.

Base

Develop your business knowing your compliance requirements are taken care of and you have a business advisor to check in with when you need.

You will get:

  • Completion of Financial Statements
  • Filing of income tax returns
  • Reviewing GST transactions and filing of GST returns
  • Tax management plans
  • Three annual meetings
  • Three management reports showing your year to date performance
  • Unlimited phone and email support
  • Xero

Progressive

Provides the opportunity to develop your business and see your advisor with some regularity to ensure you’re on the right track.

You will get:

  • Completion of Financial Statements
  • Filing of income tax returns
  • Reviewing GST transactions and filing of GST returns
  • Tax management plans
  • Six annual meetings
  • Six management reports showing your year to date performance
  • Unlimited phone and email support
  • Xero

Established

Suits those wanting to see their advisor monthly and monitor business changes, developments and growth.

You will get:

  • Completion of Financial Statements
  • Filing of income tax returns
  • Reviewing GST transactions and filing of GST returns
  • Tax management plans
  • Monthly meetings
  • Monthly management reports showing your year to date performance
  • Annual budget and cashflow forecast
  • Unlimited phone and email support
  • Xero

Contractors

Tailor made to address the needs of those who provide services under a self-employed contract:

You will get:

  • Completion of Financial Statements
  • Filing of income tax returns
  • Reviewing GST transactions and filing of GST returns
  • Tax management plans
  • Unlimited phone and email support
  • Xero

Rentals

Specific property ownership advice and assistance:

You will get:

  • Completion of Financial Statements
  • Filing of income tax returns
  • Unlimited phone and email support
  • Xero

 

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