Transparent pricing
Fixed fees. No surprises.
All fees are fixed — you know what you're paying before we start, and there are no surprises at year end.
Most ongoing services are billed monthly by direct debit, which keeps things clean and predictable for both sides. All fees excl. GST.
Packages
Compliance
The essentials, done right.
- Annual accounts and tax return
- GST returns
- Provisional tax management
- IRD correspondence
- Year-end tax planning meeting
Pricing varies by entity type and complexity. Contact us for a fixed-fee quote.
Get a quoteAdvisory
Compliance plus quarterly advisory.
- Everything in Compliance
- Four quarterly advisory meetings
- Cashflow forecasting
- Profit and margin review
- Priority response time
- Annual strategy session
Most popular for medical professionals and established SMEs.
Get a quoteGrowth
Full advisory for businesses in active growth.
- Everything in Advisory
- Monthly check-ins
- Budgeting and scenario planning
- Structuring and entity advice
- Trust administration
- Dedicated relationship manager
Tailored for businesses scaling, restructuring, or planning an exit.
Get a quoteCompliance & core accounting
All compliance work is available on monthly direct debit so you're never hit with a large annual invoice. All fees excl. GST.
Business advisory packages
Essential Advisory
Quarterly meetings, management accounts, forward tax planning, unlimited email support.
Growth Advisory
Monthly meetings, rolling cash flow forecast, structure reviews, provisional tax management, priority response.
One-off projects
Fixed-fee project work, scoped and agreed upfront. All fees excl. GST.
Managed bookkeeping
Christchurch bookkeeper — books kept properly, all year round.
We offer a managed bookkeeping service for SME and trades clients in Christchurch and Canterbury who want their books kept properly throughout the year — not just reconciled at tax time. We use Xero and supervise all bookkeeping. Your records are clean, current, and ready when you need them. All fees excl. GST.
What's included
Tax Planning
Proactive tax structuring throughout the year — not just at year-end. We review your position quarterly and identify opportunities before they close.
- Annual tax planning review
- Provisional tax management
- Income splitting strategies
- Depreciation and asset planning
- Loss offset and carry-forward advice
Business Advisory
Structured advisory work that goes beyond the numbers. We help you understand your business and make better decisions.
- Quarterly business performance reviews
- Cashflow forecasting (12-month rolling)
- Profit margin and pricing analysis
- KPI development and tracking
- Business structuring advice
GST & Compliance
Every obligation, handled accurately and on time. We manage the full compliance calendar so nothing slips through.
- GST returns (monthly, two-monthly, or six-monthly)
- Annual accounts and financial statements
- Income tax returns (individual, company, trust)
- PAYE and payroll
- FBT returns
- IRD correspondence and audit support
Trust Structuring
Family trusts, asset protection, and succession planning — designed around your specific goals, not a standard template.
- Trust establishment and deed review
- Annual trust accounts and minutes
- Trustee resolutions and distributions
- Asset protection strategy
- Succession and estate planning advice
Quarterly Advisory Packages
Fixed-fee retainers that give you structured, ongoing access to senior advisory — with no surprises on the invoice.
- Four advisory meetings per year
- Agenda prepared in advance
- Action items tracked between meetings
- Priority response time
- Annual strategy session
Common questions
Pricing, plainly explained.
Do you charge by the hour?
No. All our engagements are fixed-fee, agreed upfront. You know exactly what you're paying before we start. If scope changes materially, we discuss it with you first.
How do I know which package is right for me?
We'll work that out together in your free consultation. We'll look at your current structure, what you need, and recommend the level of engagement that makes sense — not the most expensive one.
Can I start with Compliance and move to Advisory later?
Yes. Many clients start with Compliance and move up as their business grows or their needs change. There's no lock-in.
Are there additional costs for trust administration?
Trust work is scoped separately and quoted on a fixed-fee basis. If you're on the Growth package, basic trust administration is included.
What's included in the free consultation?
Thirty minutes with a senior accountant. We'll review your current setup, identify any obvious gaps or opportunities, and give you a clear picture of what we'd do differently. No obligation.
Not sure which package fits?
Book a free 30-minute consultation. We'll look at your situation and give you a clear, fixed-fee quote — no obligation.