Choose the plan
that’s right for you.
We have created structured packaged options to suit your regular business and investment needs, so we can provide real-time advice anytime needed.
Working to your Budget
We offer one-off and monthly fixed fees on all of our small business services, meaning you know exactly how much to budget for.
Pricing varies based on your business and personal requirements, the size of your business, the level of transactions and the accuracy of the information you provide us. We agree on the costs upfront.
Xero Packages
You get free Xero software plus year-round support, your company accounts and tax return filings and IRD tax agent representation all rolled up into one fixed pay-monthly fee.
Here’s an indication of how much our most popular services cost.
| Pricing | From |
|---|---|
| Company annual financials and tax return | $800 |
| Sole Trader / Self Employed financials and tax return | $600 |
| Rental Property tax return | $400 |
For more information on our pricing and monthly fixed-fee packages, get in touch with us.
Accounting and Tax
Essentials
Just starting out? Want to keep things simple? Let us keep you compliant and the red tape hassle.
Monthly
$ 135
Annual Financial Statements
Income Tax Return
Support Queries
Xero software (Cashbook)
GST Returns
Standard
Need a little more from us? Get expert business advice every quarter. All of your compliance needs taken care of.
Monthly
$ 240
Annual Financial Statements
Income Tax Return
Support Queries
Xero software (Invoicing)
GST Returns
Annual Companies Office Return
Quarterly Activity Statements
Premium
Been running for a while? Quarterly management reporting & business advice as well as all your compliance needs taken care of.
Monthly
$ 450
Annual Financial Statements
Income Tax Return
Support Queries
Xero software (Invoicing)
GST Returns
Annual Companies Office Return
Monthly Management Reports
Quarterly CFO Meeting (in person/online)
Add-ons
Is your package missing something? We also offer these services in addition:
Monthly
$ POA
Monthly Activity Statements (Essentials and Standard)
Fringe Benefit Tax Returns
Support Queries
Corporate Secretarial Documents
IRD Payment Arrangements
Payroll
One-off Tax Returns
Xero Setup
New Business
Set-up for Xero for new business. Complete set-up of Xero for a new business including banks feeds, account names, customised invoices and more.
One Off
$ 500
Custom Chart of Accounts
Setup tracking categories
Setup bank accounts + feeds
Customise dashboard
Branded invoice template
Setup payroll
Issue logins for your team
Desktop to Xero
Make the switch from your desktop software to Xero. Complete set-up of Xero, full payroll, opening balances, receivables/payables, bank feeds, user access and more!
One Off
$ 1,650
Enter in opening balances
Import contacts
Custom Chart of Accounts
Setup fixed asset register
Setup tracking categories
Setup bank accounts + feeds
Customise dashboard
Branded invoice template
Setup payroll
Issue logins for your team
Conversion of current data
Custom to Xero
On a non-traditional desktop accounting software? We can still help you convert to Xero. Our team will manually convert your file across and have you up and running in no time.
$ POA
Enter in opening balances
Custom Chart of Accounts
Support Queries
Setup tracking categories
Setup bank accounts + feeds
Customise dashboard
Branded invoice template
Setup payroll
Conversion of current data
Bookkeeping
Small
100 transactions
5 employees
Month-End
Monthly
$ 500
Up to 100 bank transactions reconciled per month
Weekly payables management using Hubdoc
Payroll for up to 5 employees (additional employees at $10/payslip)
Monthly P&L and Balance Sheet
Full month-end processing to ensure accurate reporting
Medium
200 transactions
10 employees
Month-End
Monthly
$ 750
Up to 200 bank transactions reconciled per month
Weekly payables management using Hubdoc
Payroll for up to 10 employees (additional employees at $10/payslip)
Monthly P&L and Balance Sheet
Full month-end processing to ensure accurate reporting
Large
300 transactions
20 employees
Month-End
Monthly
$ 1,000
Up to 300 bank transactions reconciled per month
Weekly payables management using Hubdoc
Payroll for up to 20 employees (additional employees at $10/payslip)
Monthly P&L and Balance Sheet
Full month-end processing to ensure accurate reporting
Training & Support
After Setup
Unlimited post implementation support of your online suite of products and same business day response time guaranteed.
Monthly
$ 550
Priority support via Skype, email and phone
Xero
Xero Add Ons
Accounting Knowledge
Three months are paid in advance
Xero Support
Support for your internal accounts team using Xero & add-ons using via our help desk and next business day guarantee.
Monthly
$ 275
Support via our helpdesk only
Xero
Xero Add Ons
Accounting Knowledge
Training
How to effectively use your Xero suite. Four hours online with your accounts team that you can record and reuse. 2 x 2 hour sessions
One Off
$ 1,000
Online concentrated support for your team post setup
1st session is a guided demonstration through your setup
2nd session is Q&A on your usage of your setup
Xero
Xero Add Ons
Accounting Knowledge
All set-ups including IRD registration
