Business Accounting Packages
Five Star Service
Suitable for franchises, group companies and larger firms with good internal systems, requiring detailed analysis and prompt precise results monthly.
- Monthly Statement of Financial Position – full accrual basis.
- Monthly Statement of Financial Performance – full accrual basis.
- Monthly Fixed Asset Schedule.
- Annual Budgeted Cashflow Forecast.
- Annual Budgeted Profit and Loss.
- Annual Budgeted Balance Sheet.
- Annual Budgeted Profit and Loss updated with actual monthly results.
- Comparison of actual vs budgeted results.
- Monthly performance letter.
- Guaranteed five day turnaround.
- Annual on-site visit.
- Phone support on all business matters.
- Annual Financial Reports for tax purposes.
- Preparation of Income Tax, GST and FBT returns.
- Reminders for tax payments.
- Fixed fee paid by monthly direct debit.
- Any additional services will be quoted upfront and agreed upon before commencement.
Four Star Service
Suitable for all sized firms requiring accurate monthly results who have sufficient internal systems, providing regular accounts payable/ receivable and stock figures.
- Monthly Statement of Financial Position – accrual basis.
- Monthly Statement of Financial Performance – accrual basis.
- Monthly Fixed Asset Schedule.
- Annual Budgeted Cashflow Forecast.
- Annual Budgeted Profit and Loss.
- Annual Budgeted Balance Sheet.
- Comparison of actual vs budgeted results.
- Monthly performance letter.
- Guaranteed five day turnaround.
- Phone support on all business matters.
- Annual Financial Reports for tax purposes.
- Preparation of Income Tax, GST and FBT returns.
- Reminders for tax payments.
- Fixed fee paid by monthly direct debit.
- Any additional services will be quoted upfront and agreed upon before commencement.
Three Star Service
Suitable for firms requiring indicative monthly results, based on bank account movements, with minimal client preparation.
- Monthly Statement of Financial Performance – cash basis.
- Annual Budgeted Profit and Loss.
- Comparison of actual vs budgeted results.
- Monthly performance letter.
- Guaranteed seven day turnaround.
- Phone support on all business matters.
- Annual Financial Reports for tax purposes.
- Preparation of Income Tax, GST and FBT returns.
- Reminders for tax payments.
- Fixed fee paid by monthly direct debit.
- Any additional services will be quoted upfront and agreed upon before commencement.
Two Star Service
Suitable for smaller firms who have two monthly GST compliance obligations on a cash basis and have no budget requirements.
- Bi-Monthly Statement of Financial Performance – cash basis.
- Guaranteed ten day turnaround.
- Annual Financial Reports for tax purposes.
- Preparation of Income Tax and GST returns.
- Reminders for tax payments.
- Fixed fee paid by monthly direct debit.
- Any additional services will be quoted upfront and agreed upon before commencement.
One Star Service
Suitable for either small firms with a tax focus rather than performance, or firms with excellent internal reporting procedures, only requiring year-end tax/accounting services.
- Annual Financial Reports for tax purposes.
- Preparation of Income Tax Returns.
- Guaranteed six week turnaround (effective from August each year).
- Reminders for tax payments.
- Fixed fee paid by monthly direct debit.
- Any additional services will be quoted upfront and agreed upon before commencement.
Other Business Services
- Advising on implementation of new systems and procedures
- Advice on software selection
- Filing of company documents and returns
- Business development assistance and advice
- Facilitation of business development training programs
- Advice regarding the establishment and operation of family trusts
- Access to a range of independent specialists in legal, tax and investment areas
- Business valuations, including advice on business acquisitions and disposals
- Advice on financing and borrowing proposals
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