Fixed Price Packages to make your dreams come true

Our "dream" fixed price packages are designed to provide you with much more value than the traditional end-of-year accounting services for a similar cost - by using technology to help you and us to work together.

Dream Plan Starter - From $125 (+gst) per month
Preparation of annual financial statements
Preparation of associated income tax returns
Annual meeting to review financial statements & tax returns
Day to day advice and queries
Checking IRD tax assessments, statements & managing your IRD account
Sending you tax payment reminders
Sending you regular newsletters
Preparation of company annual returns & minutes (if required)
Preparation of trust minutes & administration as required
Checking your ACC covers and premium invoices
GST Returns - preparation / review as required
Dream Plan - From $250 (+gst) per month
Preparation of annual financial statements
Preparation of associated income tax returns
Annual meeting to review financial statements & tax returns
Day to day advice and queries
Checking IRD tax assessments, statements & managing your IRD account
Sending you tax payment reminders
Sending you regular newsletters
Preparation of company annual returns & minutes
Companies Office - maintain Registers and completed changes as required
Preparation of trust minutes & administration as required
Regular review and correction of your online accounting transactions
Checking your ACC covers and premium invoices
GST Returns – preparation / review as required
Preparation/review of your monthly business performance reports
Dream Plan Plus - "CFO on Tap" - From $500 (+gst) per month
Preparation of annual financial statements
Preparation of associated income tax returns
Annual meeting to review financial statements & tax returns
Day to day advice and queries
Checking IRD tax assessments, statements & tax returns
Sending you tax payment reminders
Sending you regular newsletters
Preparation of company annual returns & minutes
Companies Office - maintain Registers and completed changes as required
Preparation of trust minutes & administration as required
Regular review and correction of your online accounting transactions
Checking your ACC covers and premium invoices
GST Returns - preparation / review as required
Preparation/review of your monthly management reports & GST returns
Preparation of your monthly KPI reports
Monthly meeting to review management reports & business strategies
Annual strategic planning meeting - growth / dreams, setting KPI's
Annual business health check - review of your business & personal risks