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  • Monthly Management Reporting / Meetings
    Monthly phone call or meeting for 1-1.5 hours discussing performance or general business challenges, including reviewing your results against targets and provide recommendations to minimize risk and optimize growth.
  • Benchmarking
    Comparing the results of your business with those of comparable businesses in your industry.
  • Monthly Dashboard Report
    Reporting your actual results against projected results for the most important metrics for your business.
  • Virtual CFO
    Acting as a contracted Chief Financial Officer for your business and ensuring best practice is maintained throughout the year to minimise risk and maximise opportunities to grow your business.
  • Succession Planning
    Succession Planning helps you clarify what you want for the future (taking into account business, personal and family expectations) and define the steps required to turn that vision into a reality. At least 3 – 5 years is the ideal timeframe to make sustainable improvements; basically the more time you have for planning and implementation the better.
  • Share and Business Valuations
    Establishing the market value of the business or shares to give you peace of mind.
  • Due Diligence Projects
    Investigating a business you’re considering investing in to ensure that you’re aware of all risks and that the information presented is accurate, and identifying your likely level of return on investment. Ensuring you’re aware of the risks and returns associated with such a major transaction and so that assets are protected and all incidental tax benefits are realised.
  • Finance, Business, Company and Trust Structure Review
    Reviewing your current debt and equity levels and providing recommendations to minimise risk, maximise asset protection, and provide incidental tax benefits. Reviewing your existing structure and providing recommendations to maximise your asset protection and provide incidental tax benefits.
  • Capital Expenditure Planning and Financing
    Working with you to ensure that your investments in assets will not adversely affect your working cashflow and that they’re optimised for asset protection and tax planning purposes.


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
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All prices are exclusive of GST

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