Pricing / Package
Small Business Accounting
Get your annual accounts and tax returns handled, without paying for GST work you do not need.
If your small business is not GST registered and has turnover under $60,000, you may only need help at year-end. This package focuses on annual financial statements and the relevant tax returns at a clear annual price.
$960/year
One accounting year; excludes GST.
Is this for you?
- Your business or side business has turnover under $60,000.
- You are not registered for GST.
- You mainly want professional help with your annual accounts and income tax returns.
What you receive
- Annual financial statements
- Joe prepares the year-end accounts using the records you supply, including applicable year-end accounting adjustments.
- Tax returns for the business and owners
- Relevant income tax returns for the entity and its owners are included, together with routine FBT returns where applicable.
- Clarity about the result
- Joe explains the year-end results, tax position and relevant payment dates.
- Getting started in Xero
- Initial setup and basic guidance where relevant are included. Xero subscriptions are separate; more advanced training is available as an additional programme.
What this means for you
You can keep the day-to-day business moving while Joe handles the annual financial statements and agreed tax filings. You do not pay for an ongoing GST preparation service when your business is not GST registered.
When another package fits better
If you register for GST, Business Accounting becomes the natural annual-accounts option, or Business Essentials if you want Joe to take over GST filing. Joe can explain a change of package with one month's notice.
Explore more
As a first-year business owner, I wasn't sure what to expect from an accountant. Joe has been absolutely exceptional from day one, he got stuck in straight away, maximised every legitimate claim available, and turned what could have been a stressful end of financial year into a really positive experience.
The results exceeded my expectations, and Joe took the time to explain everything clearly along the way. He was proactive with advice I wouldn't have thought to ask about, always responsive, and genuinely easy to deal with.
If you're a small business owner in the Bay of Plenty looking for an accountant who actually cares about your outcome and knows their stuff, Joe is your guy. Can't recommend him highly enough.
Common questions
What counts as a small business here?
The package is for businesses with turnover under $60,000 that are not registered for GST.
Does it include tax returns for the owner?
Yes. Relevant tax returns for the entity and owners are included within the agreed engagement.
What if I register for GST later?
Talk to Joe about moving to Business Accounting or Business Essentials depending on who will manage your GST.
Is bookkeeping done every month?
No. Day-to-day bookkeeping and significant historical cleanup are separately quoted.
How does the $960 payment work?
It covers one accounting year. Earlier outstanding years, if any, are charged for each accounting year.
Get your year-end accounting taken care of
Call Joe to check whether your business qualifies and what records are needed.