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Tax returns don’t need to be a big, scary deadline or overwhelming process. We’re the small business accounting experts, making sure you’re paying the least and correct amount of tax for a low monthly fee.
Our Tax Returns and Support service is handcrafted for small to medium sized New Zealand businesses. It includes unlimited tax and business support through the year, companies office returns, tax minimisation, preparation of your financial statements, annual meetings, your personal and business income tax return and liaising with the folks at IRD in regards to taxation.
Hey small business owner, you do what you do best - we’ll sort the rest. From reconciliation and GST returns, to payroll and financial statements, your assigned bookkeeper and new best friend has it under control.
Our Performance Bookkeeping service includes a monthly account health check, financial reports in your inbox, accounts payable and receivable, record management, reconciliation, bill creation, support and much more. Take advantage of our performance tracking tools, budgeting services and measure against the unique KPIs for your small NZ business.
Gain complete clarity and use proven strategies to achieve both your business and personal goals.
Our team work with you to create a plan to achieve your goals and provide strategies for achieving them with clear action points. We check in and hold you accountable to ensure you focus on the most critical tasks and avoid distractions (and procrastination) that might otherwise slow you down.
If building and creating wealth, financial security, financial freedom and financial independence is important to you, then this service is here to help you meet your goals!
The service includes a holistic financial strategy, cash flow modelling, investments, retirement planning (including KiwiSaver), risk management and further guidance on estate planning, mortgages and insurance. We assess your financial situation, tolerance to risk and help you set financial goals, creating a personalised financial plan.
We understand that everyone has different goals and values. So this service is personalised, and after an initial Clarity Session you only pay for what you need.
After years of working with savvy small business owners in New Zealand, we’ve fine-tuned our process to perfection. No time eaters or clunky tech, just a smooth transition from the today version of you to the relaxed version of you.
We start with a non-obligatory coffee, virtual orange juice, phone call or email thread, if you’re that way inclined. Here we get to know your needs, challenges and goals, whether you want to increase your profit or have a better work-life balance. We then match you to the right service from a simple income tax return with a little extra support to the full shebang with bookkeeping, advisory, coaching, payroll and performance tools.
Lastly, we introduce you to your tax wizard or personal bookkeeper. As small business accounting experts and general good guys / gals, they’ll make sure everything is set up as it should be, guide you through the onboarding process, help you get your budget together and become your go-to for years to come.
We’ll then have a deep dive into your business on Xero (or whichever accounting software you’re currently using), before presenting you with a proposal including one of our low fixed monthly accounting fees you’ve heard so much about, starting at just $129 + GST.
Not knowing your financial position
Your tax return being late or wrong
Keeping your receipts and records
Filing your payroll
One-off overpriced accounting fees
A lack of financial support
Reconciling your accounts or paying GST on time.
If we haven't made your life as a small business owner easier after three months, we’ll return your subscription fee without the awkward breakup.
Good question. We've fine-tuned our process, implemented innovative accounting systems, and our local New Zealand accountant team works closely with our talented bookkeeping team in South Africa. All of this becuase we care less about our bottom line, and more about the success of your business. Capeesh?