Our packages.

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For businesses who are seeking support to set up Xero :

• Xero subscription
• Xero implementation - new business or migration / conversion from desktop or other cloud system
• Xero support

For businesses who are seeking support on company formation :

• Guidance and support to establish and commence running your business
• New business registration - Companies Office
• New business registration - IRD
• New business registration - GST  
• Initial company minutes

For businesses who are seeking support on company formation and to set up Xero :

• Guidance and support to establish and commence running your business
• New business registration - Companies Office
• New business registration - IRD
• New business registration - GST  
• Initial company minutes
• Preparation of the first budget tailored for your business and input into Xero
• Xero subscription
• Xero implementation - new business or migration / conversion from desktop or other cloud system
• Xero support

For businesses who are seeking accounting and tax compliance only :

• Xero subscription
• Reviewing your Xero file
• Preparation and filing of your GST return
• Year end tax journals
• Preparation of annual financial statements
• Preparation and filing of Companies Office Annual Return
• Preparation and filing of annual IRD Income Tax return
• Annual meeting
• Phone and email support for accounting, tax and business questions    

For businesses who want us to work alongside you as your trusted advisor and virtual CFO (Chief Financial Officer) : 

• Business essentials plus:
• Helping the business set goals and develop a business plan
• Preparation of an annual budget and input into Xero
• Production of monthly Management reporting
• Preparation of quarterly forecasts
• Bi-monthly meetings to review performance and provide insight into financial condition    

For businesses who are seeking accounting and tax compliance and bookkeeping services :

• Business essentials plus:
• Bank reconciliation - coding and checking transactions in Xero
• Cashflow management
• Invoicing