Our Packages

Not all businesses are the same – nor do they have the same accounting and advisory requirements. What we have discovered is that all businesses want clarity and certainty over what they’re receiving and at what price.

So we’ve wrapped up our core services into three packages – Spotlight, Backlight, and Illuminate.

We’ll provide clarity over what’s included in your package with an agreed monthly fee, so you know what it’s going to cost. Take a look.

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For businesses that just want the tax and compliance essentials handled, this plan highlights and caters for the essentials.

  • Annual financial statements
  • Income tax returns
  • Annual review meeting
  • Check IRD tax assessments and statements
  • Tax and business alerts
  • Tax payment reminders
  • And we’re always here for day to day advice and queries
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For businesses desiring a bit of light in the direction they’re heading, this popular package starts the journey towards of extra clarity and confidence.

In addition to everything in the Spotlight package…

  • Monthly management reports and GST returns
  • Online accounting transactions reviewed
  •  Frequent meetings to review your management reports
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For businesses who are eager to grow into their full potential, this comprehensive package shines on all the essentials, while also igniting business goals and offering our insight for financial security.

In addition to everything in the Backlight package…

  • Monthly KPI reporting
  • Annual budget and cash flow forecast
  • Annual income and taxation forecast
  • Strategic planning meeting
  • Review of business and personal risks