Best suited to small "Do it Yourself" types. If you don't need much, get this one!


base package

 


INCLUDES:

  • Xero subscription
  • Annual financial statements and tax returns
  • Tax payment alerts






 

Best suited to farming operations wanting streamlined focused advice and reporting.


INCLUDES:

STARTit package


PLUS:

  • GST return filing
  • Routine tax reviews
  • Regular reporting
  • Phone and email support

 

 

 

 

Best suited for progressive enterprises.
 


INCLUDES:

FOCUSit package


PLUS:

  • Preparation of annual budgets
  • Regular reporting and budget updates as required.
  • KPI/Dashboard reports

 

 

 

Best suited to those that have unique requirements.
 


Any combination of STARTit, FOCUSit      or  GROWit packages with possible add on services like:

  • Family advisory board
  • Office duties or processing requirements

  • Asset planning

  • Trust administration

 

 




 


Not sure which package you're after?

Get in contact and we'll guide you to the package that suits you best.


Home > Services & Packages