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Advisory
$0.00/Upfront
  • 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.

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
Advisory
$0.00/Upfront
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All prices are exclusive of GST

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