Accounting & Tax
Our clients love that they can come to us and not get a bill for every interaction.
We agree a fixed price based on your needs and charge this in even monthly
Included in the base package is the Financial Statements preparation, Company or Trust Minutes for the entity, Tax returns for the entity and 2 personal tax returns. Xero subscriptions are separately charged based on your needs.
We can prepare your GST returns for you and review and keep Xero reconciled if you don't want to.
We also offer quarterly reporting to clients, this involves preparing a report, meeting and making any adjustments required.
We offer a range of mentoring sessions with clients to grow your knowledge and understanding of your business.
Initially, we look at where you are and what support you need then we tailor a program to
your needs and set up a plan to progress through this.
Some of the topics we run programs include Strategy, Business Systems, Financial
Management, Income tax planning and Marketing.
We have almost 100% of clients on Xero, which makes us specialists! We can recommend the best add-ons and solutions to fix the problems that you are having.
We include support for all plans by phone and email.