Services – Full Capability Suite
Foundations & Startup Support
We help you set up right — so your business grows without tax shocks or messy systems later.
Included:
-
Structure advice (sole trader, company, trust)
-
Company formation & IRD setup
-
GST, PAYE, FBT registration
-
Xero setup + customised chart of accounts
-
Payroll setup
-
First-year tax planning
-
Cash-flow starter plan
-
Pricing guidance
-
Founder coaching
Accounting & Tax
Full-service monthly accounting for busy entrepreneurs.
Monthly/Quarterly:
-
Bookkeeping
-
GST returns
-
Payroll & PAYE filing
-
FBT (if needed)
-
Reconciliations
-
Supplier & debtor management (optional)
-
Cash-flow reviews
-
Performance check-ins
Annual:
-
Financial statements
-
Company tax returns
-
Personal tax returns
-
Trust returns
-
Dividend & shareholder transactions
-
IRD management
Virtual CFO & Growth Advisory
For businesses ready to scale with strategy.
Includes:
-
Monthly/quarterly management reports
-
KPI dashboards & insights
-
Cash-flow forecasting
-
Budgeting & monitoring
-
Pricing & margin analysis
-
Funding & bank support
-
Strategy sessions
-
Scenario modelling
-
Team financial training
Advisory & Coaching
Support for founder decisions
-
Business health checks
-
Strategy & planning sessions
-
Succession & exit plans
-
Cost reduction analysis
-
Pitch & funding support
-
1:1 coaching