Service Plans

SERVICE PLAN 1

Service Plan 1 is ideal for small businesses with less than 50 transactions per month, who are just wanting the basics and do not require invoicing.

Service Plan 1 Includes:

• Accounting software subscription and support (Xero, BankLink, MYOB Live or CCH iBizz)
• Annual accounts
• Annual meeting to review business performance
• Annual tax return filed
• Bank Reconciliation
• Email and phone support
• End of year accounts, financials and documentation
• GST Reporting & lodging with IRD
• Income Tax Assessment/Return for IRD
• Income tax reminders
• Income Tax Return and Provisional Tax Management
• Income Tax returns prepared and filed
• Inland Revenue management
• Preparation of an annual budget
• Profit & Loss Report
• Regular newsletters
• Tax payment reminder service
• Year-end business, tax and budgeting advice
  

SERVICE PLAN 2

We can help you improve performance and develop your business so you can focus on what you do best, with a great plan for small-medium businesses with less than 200 transactions per month.

Includes everything from Service Plan 1 plus:

• Accounts Payable
• Accounts Receivable
• Annual profit & cash flow plan
• Annual tax plan
• Assistance with business KPIs
• Bi monthly business performance reports
• Face to face annual business review
• GST preparation and review
• GST/FBT returns
• Income Tax Return and Provisional Tax Management
• Monthly tax and business alerts
• Online monthly transaction review
• Regular review of your online transactions and performance feedback
• Regular updates & advice on tax and business issues
• Reporting on Accounts Payable & Accounts Receivable (monthly)
• Six monthly Business performance reviews and KPI meetings with a partner
• Six monthly meeting with your accountant to review business
• Statutory company and trust administration
  

SERVICE PLAN 3

If you're serious about growing your business then "Service Plan 3" is for you! Sheryl Lane will provide you with regular advice and guidance to enable your business to grow.

Includes everything from Service Plan 1 and Service Plan 2 plus:

• Annual budget and cashflow
• Annual Strategic Review
• Cash flow forecast
• Detailed performance graphs and reports
• Monitoring of cash flows and budgets
• Monthly business review
• Monthly financial reports
• Monthly performance dashboard
• Monthly profit reports
• Monthly tax and business alerts
• Monthly tax budgeting advice
• Monthly business advisory/ KPI meeting
• Preparation and filing of annual tax return
• Preparation and filing of GST, PAYE and FBT returns, as they fall due
• Quarterly business performance reports
• Quarterly meeting to review business
• Regular management and financial reports
• Strategy formulation and monitoring