Pricing / Package
Business Essentials
Take GST off your plate — and have Joe regularly check the numbers behind it.
Your business keeps moving between annual accounts. Business Essentials means Joe prepares and files your GST returns and reviews the related records during the year, with the opportunity to ask questions and make practical suggestions along the way.
$165/month
Billed monthly; $1,980 over 12 months. Excludes GST.
Is this for you?
- You are GST registered and would rather Joe prepare and file your GST returns.
- You want an accountant checking the records during the year, not just after year-end.
- You value being able to ask brief accounting questions and receive practical suggestions.
What you receive
- Annual accounting and tax
- Annual financial statements and applicable business/entity and owner income tax returns, plus routine FBT returns where relevant.
- GST handled on your filing cycle
- Joe prepares and files GST returns in line with the cycle agreed for your business.
- Regular visibility
- As part of GST preparation, Joe reviews the relevant records, asks questions and flags matters requiring attention.
- Brief guidance
- Practical as-needed accounting and business discussions within normal package scope; substantial extra work is separately quoted.
- Companies Office and Xero basics
- Companies Office annual-return filing where applicable (external fee passed on), and initial Xero setup/basic support where relevant (subscription charged separately).
The value of regular oversight
Rather than waiting until the end of the year to look closely at the accounts, Joe sees the relevant records whenever your GST return is prepared. This creates more opportunities to spot questions, understand changes and keep the year-end process informed. This is not the same as scheduled financial reporting: Business Insights adds that.
Business Accounting or Business Essentials?
Business Accounting is $1,680 per accounting year and is for clients who do their own GST. Business Essentials is $165 per month, or $1,980 across twelve months. The additional $300 on a 12-month equivalent basis brings Joe-prepared GST filing and regular review of the records. These packages have different billing structures.
If you want regular financial reports as well
Business Insights adds scheduled profit-and-loss/balance-sheet reports, commentary and meetings. More structured coaching, forecasting and strategic programmes remain a separate Business Coaching & Advisory service.
What sits outside this package?
Day-to-day bookkeeping, substantial cleanup, historic corrections, complex migrations, payroll setup and requests requiring considerable additional time are separately quoted. Joe will discuss scope and price beforehand.
Explore more
We would highly recommend Joe! We have been with him for a few years now and are so pleased with the service he offers. Not only is he a brilliant accountant, he has also been a valuable mentor to us over the years. He is always genuinely excited to hear about our wins and continues support us in the best way possible as our business grows. Thanks Joe and team!
Common questions
How often does Joe prepare GST?
On the GST filing cycle agreed for your business; different filing frequencies can be supported.
Are annual accounts and income tax returns included?
Yes. The package includes annual statements and relevant income tax returns for the business/entity and its owners.
Can I ask Joe questions between filings?
Yes. Brief as-needed guidance is part of the engagement. Joe will quote first if something requires significant additional time.
Are Companies Office filings included?
Yes, where applicable. The Companies Office fee is passed on separately.
What if I want to change or leave the package?
Changes take effect with one month's notice. Monthly payments cover ongoing accounting and GST-related work during the year. Joe will discuss final accounts or handover if the business closes, sells or moves accountant.
Take GST off your to-do list
Call Joe about your accounts, GST filing cycle and the level of help you want.