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.

From $2,750per year excl. GST
  • 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 quote
Most popular

Advisory

Compliance plus quarterly advisory.

From $4,800per year excl. GST
  • 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 quote

Growth

Full advisory for businesses in active growth.

From $9,600per year excl. GST
  • 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 quote

Compliance & 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.

Annual accounts & tax return (sole trader)
From $1,200/yearor $100/month
Annual accounts & tax return (company)
From $2,500/yearor $210/month
GST returns (quarterly)
From $150/month
Payroll
From $50 per employee/month
FBT and RWT returns
Quoted on scope

Business advisory packages

Essential Advisory

From $500/month excl. GST

Quarterly meetings, management accounts, forward tax planning, unlimited email support.

Most popular

Growth Advisory

From $900/month excl. GST

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.

Business structure / entity reviewFrom $1,500
Cash flow model (build from scratch)From $1,200
Trust distribution planningFrom $800
Finance application supportFrom $1,000
New business setup (company, Xero, payroll)From $1,500
IRD audit and review supportQuoted on scope

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.

Small businesses (under $500k turnover)From $400/month
Medium businesses ($500k–$2m turnover)From $700/month

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.