Our accounting and tax services are designed to:

  • Assist individuals and businesses in meeting their legal obligations, and
  • To provide you with the structures and information you need to make timely and informed business decisions

Accounting and Tax Solutions to meet all your Needs

 

We understand that business needs vary and that in today’s environment you need to have reliable and timely information that helps you stay ahead of the game. That is why we provide our clients with access to a wide range of skills from the corporate compliance level through to the benefits an experienced CFO can provide.

As chartered accountants, we’re familiar with crunching numbers and the best part of it, is interpreting the results with practical and beneficial advice to help businesses grow.

Our tax expertise assists you in meeting your tax obligations and planning your tax affairs to avoid unexpected surprises and unnecessary tax.

As business owners ourselves, we understand the importance of optimising business performance – that’s why we charge our accounting and tax compliance services based on value not time. Have a look at our service plans and let us help you choose one that meets your needs.

Our services include

  • Accounting advice and compliance
  • Tax advice and compliance
  • Cloud based accounting
  • Outsourced accounting services
  • Access to CFO services without the cost of a full time CFO
  • Corporate compliance and secretarial administration services

Work Experience Examples

Examples of how we have recently helped clients to better manage their accounting, tax and business needs include:

    • Preparation of Annual Financial Reports for all types of entities ranging from sole traders right through to “large” organisations including Not-For-Profit
    • Preparation of Income Tax, GST, FBT and PAYE returns
    • Assisting clients to structure their operation in such a way so that they can optimise their tax position
    • Training and upskilling of clients to facilitate conversion onto a “Cloud” based accounting software together with any integration of various “Bolt-On” software as required – very proud to be a Xero Gold Partner
    • Provided outsourced accounting services to enable business owners concentrate on what they do best – Run Their Businesses!!

  • Provision of services as a Virtual CFO to assist business owners to obtain the right kind of information that enables them to take informed decisions which make financial sense i.e. Whether to lease or buy?
  • Provide administration services that ensure that all the correct records are maintained to cover governance and secretarial requirements of partnerships, companies and trusts

Service Plans

Xero Basics

 

  • Monthly Xero Subscription

Economy Class

 

  • Monthly Xero subscription
  • Annual year-end financial statements & tax returns
  • Half-yearly management statements including management reports
  • Tax management & projections
  • GST returns
  • Phone & e-mail support

Business Class

 

  • Monthly Xero subscription
  • Annual year-end financial statements & tax returns, 6 months after balance day guaranteed
  • Quarterly management statements including management reports
  • Tax management & projections
  • GST returns
  • Phone & e-mail support

Business Class Premium

  • Monthly Xero subscription
  • Annual year-end financial statements & tax returns, 6 months after balance day guaranteed
  • Bi-monthly management statements including management reports
  • Tax management & projections
  • GST returns
  • Half yearly strategic meetings
  • Phone & e-mail support

First Class

 

  • Monthly Xero subscription
  • Annual year-end financial statements & tax returns, 2 months after balance day guaranteed
  • Monthly management statements including management reports
  • Tax management & projections
  • GST returns
  • Payroll
  • Quarterly strategic meetings
  • Phone & e-mail support

Xero Gold Partner
Chartered Accountants Australia New Zealand