Accounting Fees & Packages
Clear Accounting Fees for Your Business
We aim to keep our accounting fees clear and easy to understand.
For GST-registered businesses, our standard accounting fee is based primarily on annual business turnover, regardless of whether you operate as a sole trader, partnership or company.
All fees shown below exclude GST.
Annual Business Turnover
Under $100,000
$100,000 to $250,000
$250,000 to $500,000
$500,000 to $1 million
GST-Registered Businesses
Standard Accounting Fee
From $125 + GST per month
From $150 + GST per month
From $200 + GST per month
From $250 + GST per month
Additional Xero subscription or ledger fees apply for GST-registered clients.
Where applicable and within the agreed engagement, the standard accounting package includes:
Preparation of annual financial statements
Business income tax return
Up to two shareholder income tax returns, where applicable
GST return preparation and filing
Annual accounting review
Income tax assessments
Tax payment and filing reminders
General accounting and tax-related email support relating to the agreed engagement
Up to three meetings each year
What Is Included
GST return preparation and filing is included in the standard accounting package at no additional accounting fee.
GST Returns Included
This applies whether GST returns are filed:
Monthly
Two-monthly
Six-monthly
The standard accounting fee remains based primarily on annual business turnover.
From $1,100 + GST per year
Where applicable and within the agreed engagement, the annual fee includes:
Preparation of annual financial statements
Business income tax return
Up to two shareholder income tax returns, where applicable
Annual accounting review
Income tax assessments
Tax payment and filing reminders
General accounting and tax-related email support relating to the agreed engagement
Up to three meetings each year
Non-GST Registered Businesses
One Rental Property
From $750 + GST per year
Where applicable and within the agreed engagement, the annual fee includes:
Preparation of annual rental property accounts
Relevant income tax return
Annual accounting review
Income tax assessment
Tax payment and filing reminders
General accounting and tax-related email support relating to the agreed engagement
Up to three meetings each year
Fees for additional rental properties or more complex property arrangements will be confirmed separately.
Rental Property Accounting
The following services are not included in the standard accounting package and will be charged separately where required:
Payroll services
Monthly or quarterly management accounts
Management reporting
Interim accounts or interim financial statements
Cash-flow projections
Additional work outside the agreed annual accounting and tax compliance scope
Where material additional work is required, we will discuss the scope and applicable fee with you before proceeding.
Services Charged Separately
Xero Subscription Fees
Xero subscription and ledger fees are separate from our accounting fees.
Where Xero is required, the applicable Xero subscription or ledger fee will be additional to the standard accounting package fee.
We prefer to work electronically with our clients.
Accounting records and supporting documents are provided to us in digital format, and communication is generally by email or another agreed electronic method.
This way of working allows us to provide accounting and tax services to clients throughout New Zealand, regardless of where they are located.
How We Work
Our Service Is Best Suited to Clients Who Are Comfortable:
Clients remain responsible for their own internet banking access and security. We do not require clients to provide personal internet banking passwords, PINs or login credentials.
Paper Records
Communicating by email
Providing accounting records and supporting documents electronically
Accessing bank statements and transaction information online
Receiving and retaining supplier invoices and statements electronically where available
Obtaining information from suppliers and other parties in digital format
Using Xero or another agreed accounting system where applicable
We generally do not accept new clients who require an ongoing traditional paper document drop-off service.
Accounting records and supporting documents must be supplied electronically.
If you are willing to move from paper records to an electronic way of working, we are happy to discuss our process with you.
Meetings
Our standard accounting package includes up to three meetings each year.
Meetings may be held online using a communication method preferred by the client.
In-person meetings may also be arranged by appointment.
Whether meetings are online or in person, accounting records and supporting documents must be supplied electronically.
The fees shown on this page are starting fees and exclude GST.
For GST-registered businesses, annual turnover is the main basis for determining the standard accounting fee.
The same turnover-based approach applies whether the business operates as a:
Sole trader
Partnership
Company
The final fee may also take into account:
Volume of transactions
Quality and completeness of accounting records
Complexity of the accounting and tax work
Number of bank accounts, loans or other accounts requiring review
Number of entities involved
Number of shareholder or individual income tax returns required
Significant catch-up or correction work
Services required outside the standard accounting package
How Our Fees Are Determined
Request a Call Back
The fees shown are indicative starting prices and do not constitute a fixed quotation for every client.
The services provided depend on the agreed scope of the engagement and the accounting information and records supplied.
Before commencing work, we will confirm the services to be provided and the applicable fee.
Where records are incomplete, substantial additional work is required, or services are requested outside the agreed standard package, additional fees may apply.
Where material additional work is required, we will discuss the work and associated fee with you before proceeding.
Important Fee Information
If you are comfortable communicating electronically and keeping your accounting records in digital form, we would be pleased to discuss your accounting and tax requirements.
Our electronic working approach allows us to support clients throughout New Zealand, while meetings can still be arranged online or in person by appointment.
Contact us to discuss your business, annual turnover and accounting requirements. We can then confirm the appropriate service scope and fee for your circumstances.