Our services and how we do it

Our clients businesses come in all shapes and sizes, and our client requirements are the same. For that reason  we design a service around what our clients require, rather than put them into a box and tell them what services they will get. 

We can provide a financial reporting and taxation return preparation service for clients, and some of our clients who prefer to manage all their own office systems make use of our competitive pricing. We are also available on an ad-hoc consultant accountant basis during the year. Contact us for a quote 

This is our pay as you go service. The minimum monthly charge is for your Xero software and paperless payables (if required).  From there you pay as we are needed, at a competitive consulting rate. These clients are provided a minimum of GST return preparation and bi-monthly reporting and tax planning. We can also provide monthly reporting and tax planning.  We find that this helps our clients stay on target with their tax savings and reduces unnecessary stress at provisional tax and terminal tax time.  Taking a look at your accounts greatly reduces the costs of preparing your annual accounts. 

This is our premier service. It's like having an in house accountant but without the salary or desk space commitment. Clients using this service are asking for varying levels of management reporting. Or they may be using our complete bookkeeping service were we handle all their transaction processing and bill payments. Using cloud based solutions we can both we working live with the same data and a quick video call can replace the need for face to face meetings if necessary, making this a very cost effective service. To have a qualified accountant taking care of your transaction processing you couldn't be in better hands, all for a lot less than the annual cost of paying a bookkeepers wages. We love this, we become such a part of your business. Please contact us about our competitive hourly rate.

Clients using our fixed monthly fee service are paying their own bills and preparing their own sales invoices, but we handle all the reconciliations in Xero to ensure transactions are coded correctly. We prepare the GST returns and at the end of the year the financial statements and tax returns. This service is ideal for small business who may not be able to afford an office person, but want the peace of mind to know that everything behind the scenes is being handled properly. The fee includes unlimited contact with accounting and tax queries.  All we ask is that you keep your personal spending out of your business accounts so we can keep the costs of coding your transactions down. This is a bespoke service and is tailored to each individual clients needs. Because we know that everyone's business is unique as are their needs. We will meet with you and discuss how much you want us to do, and how much you want to do yourself, and quote you a monthly fee to provide you the service that YOU need.

Some examples of monthly pricing:

Monthly pricing is as follows (all excl GST; fair use policy applies):
Rental returns                                                                                                    from $50
Non-GST registered individual                                                                        from   $95
GST Registered, GST cashbook only (no invoicing capability)                    from   $165
GST Registered, Full Xero software                                                                from   $200

All services include tax planning where we tell you how much to put away each month for income tax. Those with full Xero software also get ReceiptBank - online storage of your receipts, just take a photo through the free App and throw away your receipt!

Payroll services can be added to the above, pricing dependent on payroll frequency and number of employees from $10 per month. Contact us for pricing.
Further integrate your systems with job costing software, talk to us about your requirements.

We are happy to provide a quote for whatever service you may require. Please contact us to see what we can do for you.

Xero is our preferred software and we are certified silver Xero partners. We have very few clients now who are not on Xero as we find this is the most reliable way to retrieve and analyse our client data. Having live, cloud based data also allows us to quickly respond to requests for management reports, GST return help, and cashbook management. We help our clients convert their systems to Xero and offer training (though it is ridiculously easy to use)

We are iPayroll certified partners and this is our preferred software for clients wanting a cloud based payroll solution. iPayroll has the ability for your team to be able to login and request leave as well as retrieve payslips. Our clients using iPayroll finds this streamlines their ability to approve and record leave.

Ace Payroll
For a desktop solution we prefer Ace Payroll and have several clients for whom we prepare payroll's using Ace.

Receipt bank
Our preferred paperless payables system, this ensures that you have all the correct paperwork to meet IRD requirements, and helps us verify the accuracy of coding of your transactions. Self managed or sign up through us. The majority of our fixed fee clients have been moved to Receiptbank from the 2017 financial year.