Certainty for Clients: Fixed Price Accounting Services

As a response to clients demand and the market place, we have reviewed the accounting services we currently offer clients and have incorporated them into three types of account services plans. These can be modified for each client and additional services can be added on.

 

These plans are  based on Xero software and our ability to take your work right through to final published Financial Statements on Xero. No more journals from your accountant to input!!
This way clients know what they are getting and at what price. With payments made by monthly direct debit, clients can manage their cash-flow with no surprises when the accounts are finalized.

 

We are happy to assist clients with determining which plan is suitable and will provide the best platform for clients to manage their businesses.
For new clients we will discuss your needs but we won’t put you on the cheapest accounting plan just to get your business – we have your business foremost in our minds and want to offer the best plan for you. With all Xero packages we organize the set up for you and make sure you have adequate training – we don’t leave you floundering!! The set up and training are extra but prices are known up front.
Clients using MYOB can also discuss a modified plan for them as well.

Service
  • Xero accounting software (including subscription)
  • Annual financial accounts
  • Annual meetings with your accountant
  • Annual tax returns completed and filed with IRD
  • Checking IRD tax assessments/statements –communication with IRD as required.
  • Tax payment reminder service (includes provisional tax)
  • Regular Newsletters
  • Free year-round email and phone support for bookkeeping questions
  • GST returns and reports (2 monthly) review or completion
  • Performance Management reports with comments and graphs (2 monthly)
  • Annual Tax Plan (includes review of provisional tax during the year)
  • Free year-round phone support for routine tax questions
  • Performance Management reports with comments and graphs (monthly)
  • Monthly Business Review
  • Monthly KPI reports- in depth review
  • Tax forecast and review
  • Cash flow forecast
  • Annual budget
  • Goal setting
  • Business Forward newsletter - (all round business focus)
  • Accountability meetings
 
Lite
From $185 + GST / month
Most Popular
Standard
From $285 + GST / month
Plus +
From $410 + GST / month

New Self -employed/ contractor – Fixed Price Agreement from $100 + GST per month

If these packages are not for you we can provide a reasonable estimate of your annual accounting compliance fee payable based on our trade terms. We offer Feesmart to assist with payment of our fees to assist your cash-flow.