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Activate

You are starting on a new business adventure and you would love support and aroha on this journey.

You realise that the path is fun and exciting but riddled with pitfalls and snares, so getting an experienced guide and a few directions is invaluable.

You are keen to learn the fundamentals so that you do arrive at your destination, safe and sound and maybe even had time to enjoy the ride.

We would love journeying with you. We have expert guides that can point the way and show you a safe and proven track that will take you to success

Annual accounts

GST returns

Xero subscriptions

Tax reminders

Annual return filing with Companies Office

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Accelerate

You know a pathway to financial freedom is important so you can live life on your terms and leave a legacy to your family.

You want someone to guide you with business structures and ensure you are maximizing your returns so that the business works for you, not you for the business. You seek a path to financial stability, and you understand that having the right support is crucial to achieving your goals.

You want to be able to focus on your passion for your business while we handle the details.

Annual accounts

GST returns

Xero subscriptions

Tax reminders

Tax management

Tax planning and structure review

Tax forecasting

Annual return filing with Companies Office​

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Aspire

You realise that when you are in business, the journey is all about the mid-flight adjustments and timely decisions.

You need tracking devices to keep you moving towards your target. You need timely reports and advice that will enable you to pivot quickly.

We’ve got your back!

This pack is the toolkit you need not only to survive the journey but to Thrive. We are not in business merely to get by, but to be all that we can be, leaving nothing on the table

Annual accounts

GST returns

Annual face-to-face meeting

Xero subscriptions

Tax reminders

Tax management

Tax planning and structure review

Tax forecasting

2x Business Growth Meetings

2x Management reports

Annual Budget

Annual Business Plan

Annual Cashflow Forecast

Email & Phone Support