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Compliance Plus
$0.00/Upfront
  • 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.

Addons

Software Support
$0.00/Estimate
Proactive Accounting Meetings
$0.00/Included
Buying and Selling a Business Advice
$500.00/Estimate
Management Meetings
$1,500.00/Estimate
Share and Business Valuations
$750.00/Estimate
Rental Property Compliance
$500.00/Estimate
Capital Expenditure Planning and Financing
$500.00/Estimate
KPI Improvement Coaching
$2,500.00/Estimate
Financial Awareness Coaching
$2,000.00/Estimate
GST Preparation and Review
$75.00/Monthly
Resident Withholding Tax Reconciliation
$100.00/Estimate
IRD Registrations
$75.00/Upfront
Annual Trust Administration & Review
$250.00/On Completion
Estate Planning
$250.00/Estimate
Annual Financial Statements and Tax Returns
$850.00/Estimate
GST Registration
$75.00/Upfront
PAYE Regisration
$75.00/Upfront
ACC Administration
$150.00/Upfront
Workflow Max Software Charge
$150.00/Monthly
Software Consultancy, Implementation and Training
$500.00/Estimate
Accounting Software Solutions
$310.00/Estimate
Business Structuring
$500.00/Estimate
Acquisitions and Mergers
$500.00/Estimate
Tenders and Proposals
$750.00/Estimate
Product Costing Analysis
$350.00/Estimate
Finance Structure Review
$820.00/Estimate
Due Diligence Projects
$1,500.00/Estimate
Xero Setup and Training
$300.00/On Completion
Companies Office Annual Return
$200.00/On Completion
GST Review
$30.00/Monthly
Payroll and PAYE Preparation
$105.00/Monthly
Provisional Tax Updates
$28.75/Monthly
Business Planning
$1,750.00/Upfront
Integrated Profit & Loss, Cashflow and Balance Sheet Forecast
$1,950.00/Upfront
Company Administration
$150.00/Estimate
Creditors
$550.00/Monthly
Dividends
$300.00/Upfront
FBT Return
$25.00/Monthly
Incorporate New Company
$600.00/Upfront
Liquidation - Short Form
$300.00/Upfront
Monthly Coaching
$350.00/Monthly
Software Implementation
$350.00/Estimate
Quarterly Coaching
$216.66/Monthly
Future Planning
$500.00/Estimate
Performance Feedback
$50.00/Monthly
Cashflow Forecast (Cashflow Only - no Profit or Loss and Balance Sheet)
$500.00/Estimate
Benchmarking
$575.00/On Completion
Monthly Dashboard Report
$250.00/Monthly
Complimentary Client Review
$0.00/Included
Monthly Performance Reviews
$350.00/Monthly
Virtual CFO
$750.00/Estimate
Succession Planning
$1,500.00/Estimate
Financing and Debt Advice
$250.00/Estimate
Risk Management Assessment
$500.00/Estimate
Custom Report Created
$250.00/Estimate
Compliance Plus
$0.00/Upfront
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All prices are exclusive of GST

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