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Compliance Plus
  • Provisional Tax Updates
    Reviewing your year to date results to ensure you’re paying the right amount of tax at each instalment due date.
  • Companies Office Administration
    Ensuring you meet the requirements of the Companies Act, including maintenance of all required statutory registers and filing your Annual Company Return.
  • Dividends
    Completing all statutory requirements to document dividends paid, including Resolutions, Minutes, journal entries and IRD forms.
  • Company Incorporation
    Establishing your Company on the New Zealand Companies Register in line with the requirements of the Companies Act, including establishing all statutory Registers, Minutes and Resolutions.
  • IRD Registrations
    Registering your entity with the IRD, registering for applicable tax types and linking to our IRD Agent’s list so that we can handle correspondence on your behalf.
  • Short Form Liquidation (Company Windup)
    Attend to the short form liquidation of the company.
  • ACC Administration
    Acting as your agent for ACC purposes so that all correspondence is handled by us, checking to ensure ACC is at appropriate levels, and advising you of amounts payable.
  • Bookkeeping
    Freeing up your time by undertaking the administrative tasks of your accounts payable, accounts receivable, payroll and bank reconciliations (we can undertake all or only some of these functions).
  • Trust Review
    The robustness of family trusts is coming under considerable scrutiny as a result of the Law Commission review, resulting in a massive wakeup call for Trustees. Our Trust Review service examines your Trust set up, identifies any administration gaps, and ensures your Trust is compliant with legislation and that Trustees are meeting their obligations.

We’ve developed a number of resources and templates to help you to understand this complicated topic and to help you develop an effective Memorandum of Wishes. Most importantly, this service provides a framework to ensure your Trust is meeting its objectives.


Software Support
Proactive Accounting Meetings
Buying and Selling a Business Advice
Management Meetings
Share and Business Valuations
Rental Property Compliance
Capital Expenditure Planning and Financing
KPI Improvement Coaching
Financial Awareness Coaching
GST Preparation and Review
Resident Withholding Tax Reconciliation
IRD Registrations
Annual Trust Administration & Review
$250.00/On Completion
Estate Planning
Annual Financial Statements and Tax Returns
GST Registration
PAYE Regisration
ACC Administration
Workflow Max Software Charge
Software Consultancy, Implementation and Training
Accounting Software Solutions
Business Structuring
Acquisitions and Mergers
Tenders and Proposals
Product Costing Analysis
Finance Structure Review
Due Diligence Projects
Xero Setup and Training
$300.00/On Completion
Companies Office Annual Return
$200.00/On Completion
GST Review
Payroll and PAYE Preparation
Provisional Tax Updates
Business Planning
Integrated Profit & Loss, Cashflow and Balance Sheet Forecast
Company Administration
FBT Return
Incorporate New Company
Liquidation - Short Form
Monthly Coaching
Software Implementation
Quarterly Coaching
Future Planning
Performance Feedback
Cashflow Forecast (Cashflow Only - no Profit or Loss and Balance Sheet)
$575.00/On Completion
Monthly Dashboard Report
Complimentary Client Review
Monthly Performance Reviews
Virtual CFO
Succession Planning
Financing and Debt Advice
Risk Management Assessment
Custom Report Created
Compliance Plus
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All prices are exclusive of GST

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