Transparent pricing
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
The essentials, done right.
Pricing varies by entity type and complexity. Contact us for a fixed-fee quote.
Get a quoteCompliance plus quarterly advisory.
Most popular for medical professionals and established SMEs.
Get a quoteFull advisory for businesses in active growth.
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
Quarterly meetings, management accounts, forward tax planning, unlimited email support.
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
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
Proactive tax structuring throughout the year — not just at year-end. We review your position quarterly and identify opportunities before they close.
Structured advisory work that goes beyond the numbers. We help you understand your business and make better decisions.
Every obligation, handled accurately and on time. We manage the full compliance calendar so nothing slips through.
Family trusts, asset protection, and succession planning — designed around your specific goals, not a standard template.
Fixed-fee retainers that give you structured, ongoing access to senior advisory — with no surprises on the invoice.
Common questions
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.
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.
Yes. Many clients start with Compliance and move up as their business grows or their needs change. There's no lock-in.
Trust work is scoped separately and quoted on a fixed-fee basis. If you're on the Growth package, basic trust administration is included.
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.
Book a free 30-minute consultation. We'll look at your situation and give you a clear, fixed-fee quote — no obligation.