We work with businesses at every stage. Our packages reflect the level of support you need now and can evolve as your business grows.
For businesses looking for more than accounting and compliance, with regular financial reporting, quarterly strategy sessions and ongoing financial advice.
These packages are designed as a guide to the level of support we typically provide at different stages of business. Every engagement is tailored to you and your business, so the services included may vary depending on your needs.
Just starting out
Up to $250K
Foundations is for new businesses that want to get set up correctly from the start. We help you put the right structure in place, get your accounting software running and make sure your tax obligations are covered from day one.
Fixed monthly fee, quoted after a 30-min call.
Onboarding typically takes around 2 weeks. The timeframe will depend on how quickly we receive the information and access we need, including your previous records and IRD details.
Yes. Foundations is designed for new and early stage businesses, but you don’t need to be starting from scratch. If you are moving from another accountant, we can assist with handover.
If your business grows or your needs change, we can talk through whether a different level of support would be more appropriate.
Up and running
$250K to $1M
Essentials is for established businesses that want their accounting and compliance obligations managed. This includes annual financial statements and tax returns, along with ongoing GST and payroll services where required.
Fixed monthly fee, quoted after a 30-min call.
Onboarding typically takes around 2 weeks. The timeframe will depend on how quickly we receive the information and access we need, including your previous records and IRD details.
Yes. We regularly work with businesses that operate multiple entities. We can manage the accounting and tax requirements across the wider group.
Your GST filing frequency will depend on your turnover and the options available for your business. If your circumstances have changed, we can review your current filing frequency and advise if a change may be appropriate.
Growing fast
Most popular
$1M to $2.5M
Advisory+ is for businesses that want more than compliance. It includes everything in Essentials, along with regular reporting, quarterly strategy sessions and ongoing financial planning.
Fixed monthly fee, quoted after a 30-min call.
Everything in Essentials, plus:
Onboarding typically takes around 2 weeks. The timeframe will depend on how quickly we receive the information and access we need, including your previous records and IRD details.
Each session provides an opportunity to review how the business has performed, discuss your current financial position and consider any priorities, opportunities or challenges ahead. The focus is tailored to what is most relevant to your business at the time.
Advisory+ is suited to businesses up to $2.5M that want regular financial reporting and strategic input alongside their compliance services. Virtual CFO provides a greater level of financial involvement and more complex financial advice.
Scaling up
$2.5M+
Virtual CFO is for businesses that need a greater level of financial expertise and involvement. It includes everything in Advisory +, along with board reporting, banking relationships, and advice on more complex financial matters.
Fixed monthly fee, quoted after a 30-min call.
Everything in Advisory+, plus:
A Virtual CFO provides access to senior financial expertise without the salary and other employment costs associated with hiring a full-time CFO. Our Virtual CFO service is billed at a fixed monthly fee based on the level of involvement your business requires.
Yes, we can attend board or director meetings, present financial reports and contribute to discussion where financial input is required.
Onboarding typically takes around 2 weeks. The timeframe will depend on how quickly we receive the information and access we need, including your previous records and IRD details.
Every business is different, and sometimes a standard package is not quite the right fit. If you have a specific situation, a mix of needs across tiers, or you are looking for support that does not fit neatly into one of the packages above, get in touch, and we can put together something that works for you.
Side-by-side
| Services | Foundations | Essentials |
Most Popular
Advisory +
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Virtual CFO |
|---|---|---|---|---|
| Annual financial statements |  |
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| Income tax returns | |
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| GST returns | |
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| PAYE management | |
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| Xero setup and management | |
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| Year-end tax planning | Basic | |
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| Management accounts | |
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| Quarterly strategy sessions | |
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| Cash flow forecasting and budgeting | |
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| KPI dashboard reporting | |
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| Monthly board pack | |
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| Banking and lender management | |
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| Capital raising support | |
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| Acquisition analysis | |
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| Exit and succession planning | |
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| Pricing | On request | On request | On request | On request |
| Book a discovery call |
Not sure which package fits? Book a no obligation call with Jeremy to talk through your business and where you are heading.
If you have a quick question or would prefer to speak with us directly, give us a call
Questions
Don’t see your question here? Please reach out to our team.
Our package descriptions and revenue ranges provide a general guide, but the right package will also depend on your business, its complexity and the level of support you need. We can discuss this with you and recommend the option that best fits your circumstances.
Our engagements are ongoing but are not for a fixed term. If you decide to leave, we will talk through any work already underway and the options available.
Yes. If you need help with something outside your current package, we can discuss what is involved and provide a separate fee before any work begins.
Let’s talk
Book a discovery call with Jeremy to discuss your business and how we can help.
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