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Exclusive Services

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Essential Compliance Package

  • Monthly bookkeeping (up to 100 transactions)

  • GST filing (bi-monthly or quarterly)

  • PAYE filing (1-5 employees)

  • IR3/IR4 Annual tax return

  • IRD correspondence management

  • Quarterly check-in

2

Growth Package

Includes everything in Essential, plus:

  • Monthly management report

  • FBT filing (if applicable)

  • Income tax planning

  • 12-month financial projection

  • Up to 2 strategy calls per year

  • Email support for business queries

3

Premium CFO Support Package

  • Unlimited transaction bookkeeping

  • Monthly GST & PAYE filings 

  • Monthly financial reporting with analysis

  • Budgeting and forecasting

  • Annual FBT & income tax filing

  • Dedicated account manager

  • Quarterly strategic advisory meeting

4

Add-On Services (Can be added with any package)

  • Extra PAYE returns

  • One-off GST Return

  • Xero Training

Get in Touch

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