JOE CA seal on the office wall

Pricing

Accounting Packages & Pricing in Tauranga

Spend less time on your accounts. Get clearer on your business.

Whether you own rental property, run a small business or want to understand your numbers throughout the year, JOE CA offers straightforward accounting options. Get the annual accounts and tax work handled, choose whether Joe prepares your GST returns, and add scheduled financial reviews when they are useful to you.

You deal directly with Joe, a Tauranga-based Chartered Accountant. All prices shown exclude GST. Not sure where to start? Call Joe to talk through your situation and choose the right level of support.

Package finder

Find your accounting package

Answer a few quick questions to see which package may suit you. We will show one question at a time, then suggest a starting package. Joe will confirm the appropriate option after discussing your situation.

No personal details needed.

Question 1

What do you need accounting for?

What do you need accounting for?

Annual accounting packages

For clients whose main requirement is annual financial statements and tax returns.

Rental Investor Accounting

$960 per year + $250 per additional property per year

Excludes GST

Rental accounts and tax returns for one property or a portfolio.

  • Personal, company and trust ownership
  • Property purchases and sales included
  • Annual financial statements and relevant tax returns

Small Business Accounting

$960 per accounting year

Excludes GST

Annual accounts and tax for businesses with turnover under $60,000 that are not GST registered.

  • Annual accounts and owner/entity tax returns
  • Basic initial Xero support where relevant
  • No ongoing GST service you do not need

Business Accounting

$1,680 per accounting year

Excludes GST

Professional annual accounts for GST-registered businesses that file their own GST.

  • Financial statements and relevant tax returns
  • You retain control of GST preparation and filing
  • Option to add Joe-managed GST later

Want help throughout the year?

These packages add ongoing accounting involvement. Business Essentials includes GST preparation and regular oversight; Business Insights adds scheduled financial reporting and review meetings.

Most Popular

Business Essentials

$165 per month ($1,980 over 12 months)

Excludes GST

Take GST preparation off your plate while Joe reviews your records during the year.

  • Annual accounts and tax returns included
  • Joe prepares and files GST on your filing cycle
  • Questions, suggestions and brief as-needed advice

Business Insights

$225 or $330 per month

Excludes GST

Understand performance with financial reports, commentary and regular conversations with Joe.

  • Everything in Business Essentials
  • One or three interim reviews plus the annual review
  • P&L and balance-sheet reporting with discussion

Why Business Essentials is worth considering

Business Accounting costs $1,680 per accounting year. Business Essentials is $165 per month, equal to $1,980 over 12 months. That is a $300 difference on a 12-month equivalent basis — and Joe also prepares your GST returns and reviews your records as part of that process.

The right choice still depends on how comfortable you are preparing GST yourself. These packages have different billing structures: Business Accounting is charged by accounting year; Business Essentials is billed monthly.

Why work with JOE CA?

Work directly with Josef Langreiter, a Tauranga-based Chartered Accountant with over 35 years of commercial experience. Joe combines practical accounting support with experience explaining financial matters clearly. Learn more about his background and qualifications on the About page.

Joe CA Ltd has looked after our businesses financial affairs and our personal accounts for the past four years. I knew Joe was a tax specialist and I was aware he was a highly regarded taxation lecturer in the Bachelor of Accounting at Toi Ohomai in his earlier years. I can not speak highly enough of Joe. His tax knowledge is superior to most in the area, but his real strength lies in his strong business accumen and straight to the point approach. As an ex-accountant myself, I'm very particular with who I work with on financial matters. Joe has never once let me or my family down and I feel very fortunate knowing he is there to provide quality financial advice when we require it.

James Paterson — Google review

We couldn’t recommend Joe highly enough! Moving from Spain to New Zealand and setting up a business in a completely new country felt like a daunting process, but Joe made everything so easy and stress-free.

From the very beginning, he was incredibly helpful, supportive and patient, taking the time to guide us through everything and make sure we understood what we needed to do. Having someone we could trust and rely on during such a big transition made a huge difference.

We’re so grateful for all of Joe’s help in getting our business set up and making the whole process feel smooth and straightforward. If you’re looking for an accountant in New Zealand, we would definitely recommend Joe!

Alessandra Oram — Google review

Compare the key differences

All five accounting packages include annual financial statements and applicable entity/owner income tax returns, routine FBT returns where relevant, and basic initial Xero setup/support where appropriate. Xero subscriptions are separate. The main differences are how GST is handled and how often you receive reports and advice.

Choose any two packages to compare side by side.

Business Accounting

$1,680 per accounting year

Excludes GST

Professional annual accounts for GST-registered businesses that file their own GST.

Most popular

Business Essentials

$165/month

Excludes GST

Take GST preparation off your plate while Joe reviews your records during the year.

Included in every package

Annual financial statements
Business Accounting: IncludedBusiness Essentials: Included
Applicable entity and owner income tax returns
Business Accounting: IncludedBusiness Essentials: Included
Routine FBT returns where relevant
Business Accounting: IncludedBusiness Essentials: Included
Basic initial Xero setup and support where appropriate
Business Accounting: IncludedBusiness Essentials: Included
Xero subscription fees
Business Accounting: SeparateBusiness Essentials: Separate

GST

Joe prepares and files GST returns
Business Accounting: Optional add-onBusiness Essentials: Included
Review of your records during the year
Business Accounting: Not part of this packageBusiness Essentials: Included

Reporting and advice

Scheduled financial reports (profit and loss, balance sheet)
Business Accounting: Not part of this packageBusiness Essentials: Not part of this package
Scheduled review meetings with Joe
Business Accounting: Not part of this packageBusiness Essentials: Not part of this package
Brief as-needed advice and suggestions
Business Accounting: Not part of this packageBusiness Essentials: Included

Billing

How you are billed
Business Accounting: Per accounting yearBusiness Essentials: Monthly

Included in this package Not part of this packagePrices exclude GST. Xero subscriptions are billed separately by Xero.

Build the skills to manage your own Xero accounts

Xero Bookkeeping & Financial Reporting Training

Work with Joe using your own live Xero information so you can build practical bookkeeping, reconciliation, budgeting and management reporting skills. Together you create written procedures you can continue using after the programme.

  • One approximately 45-minute online screen-sharing session per month for six months.
  • Up to two people from one business may join the same session at this programme price.
  • Collaboratively prepared, editable bookkeeping and reporting procedures.

$330/month

For six months ($1,980 total), excluding GST

Need support outside a package?

Bookkeeping, Xero setup and payroll work, business structures, standalone tax work and more structured Business Coaching & Advisory can be discussed and quoted separately.

Getting started is straightforward

  1. 1

    Talk to Joe

    Describe the business, how your records are managed and what help you want.

  2. 2

    Review what is needed

    Joe checks the relevant accounting setup, tax position and immediate issues.

  3. 3

    Agree your package and scope

    Joe explains the recommended work, published fee and any separately quoted extras.

  4. 4

    Get underway

    Complete the engagement requirements and, if needed, organise a handover from your previous accountant.

Questions about pricing

Are prices inclusive of GST?

No. Every package and training price shown here is in NZD and excludes GST.

What does an annual fee cover?

The stated annual fee covers accounting work for one accounting year. If several years need completing, each year is charged separately.

What if I am GST registered but manage GST myself?

Business Accounting is designed for that situation. Business Essentials adds Joe-prepared GST returns and reviews of the relevant records during the year.

Can I change plans?

Package changes and Business Insights reporting-frequency changes take effect with one month's notice. Joe will explain any billing adjustment before a change is made. Annual-package fees relate to the accounting year.

Does the price include day-to-day bookkeeping, payroll setup or historical cleanup?

No. Ongoing bookkeeping, payroll setup, migrations and substantial corrections are separately quoted. See the relevant service pages or ask Joe.

Are entity and owner tax returns, FBT and Xero setup included?

Applicable entity and owner income tax returns and routine FBT returns are included, where relevant. Initial Xero setup and basic support are included where appropriate; Xero subscription fees are separate.

What if I own several rental properties or need earlier years completed?

Rental Investor Accounting starts at $960 for the first property plus $250 per additional property per accounting year. Each outstanding accounting year is charged separately. Purchases and sales are included.

Talk to Joe about the right level of support

Tell Joe what you need help with and he can confirm a suitable accounting package, explain the scope and agree any additional work before it starts.