Our Services
Our services include Tax Compliance, Financial Reporting, Accounting Software Support, Tax Training, Business Mentoring, Cash-flow Reporting, and more.
If your business requires specialised assistance, we can connect you with relevant experts through our extensive referral network.
Not sure what your business needs?
Explore Our Services
Tax Compliance & Financial Reporting
We offer comprehensive tax compliance and financial reporting services tailored for:
Individuals
Sole Traders
Partnerships
Look-Through Companies (LTC)
Trusts
Not-for-Profits & Charities
Software Support
Our personalised software training ensures that accounting becomes a manageable and efficient task. We’ll review your existing systems to ensure they are fit for purpose, providing you with the knowledge to streamline your operations.
Tax Training
We simplify tax terminology and processes, teaching you to understand your numbers without the jargon. Our hands-on approach involves sitting with you and educating you about taxes in an engaging and approachable manner. We assess your business situation to offer accurate tax advice and tackle those pressing issues you've been avoiding.
Our accounting services involve sitting with our clients and educating them about taxes in the most engaging and approachable way. This means simple language, a step-by-step process, and an assurance that we’re progressing your business.
We assess your business’ situation to give accurate tax advice, tackling those bigger issues that have been ‘put away in the cupboard’.
Business Mentoring
Set realistic business goals and identify the steps needed to achieve them. Our holistic health-check of your business allows us to address problems together and establish a strategy that drives your business forward.
Cash-flow Reporting
Managing cash flow across multiple projects can be challenging. We help you take the time to focus on your business, offering tools and strategies to maintain and improve cash flow, especially for those in trading industries.
With our expert approach to large and small business accounting, especially with trading industries, we’ll find the right tools and strategies to assist you with business processes – implementing the perfect solution for you.
Expert Referrals
Through our extensive networking, we build a support structure around your business by connecting you with like-minded professionals. Our referrals and networking events allow you to develop solid relationships with other industry experts who can assist with specific challenges.
Our unique approach to accounting services has helped our clients to develop solid relationships with other professionals in the community.
We also offer:
Holistic Health-Checks
We meet with potential clients for a free half an hour consultation.
We then prepare a review of your tax position, accounting software, ACC, insurances and your knowledge of your business. Together we plan the next steps whether to first understand the current position or to prepare for growth.
Flexible Payment Options
We understand that every business has unique needs. That's why we offer flexible payment options—you can choose to pay for each job as required or set up a monthly fixed fee plan. We focus on empowering our clients to grow their business by learning to increase profitability through a deeper understanding of their financials.
Training
We offer workshops to “take back control of your business”. These start with explaining the various tax types, the difference between cash flow and profit & loss, good debtor processes, tips on Xero and MYOB and discussions on other apps available depending on your industry.
Small groups or individual training with Xero or MYOB. Helping you under understand specific areas that cannot be provided in a webinar.
Our Packages
Plant the Seed
Get started with Xero and Hubdoc training, allowing you to manage your GST, with our team reviewing and filing on your behalf.
Reporting & Tax Planning
Software Setup and Training
Annual Company Accounts & Tax Returns (including two shareholders)
Xero Subscription – Business Edition
From $300 per month
Growing Roots
Building on the Plant the Seed package, this option adds quarterly advisory services to support ongoing business development.
Quarterly Advisory Services
Reporting & Tax Planning
Software Setup and Training
Annual Company Accounts & Tax Returns (including two shareholders)
Xero Subscription – Business Edition
From $350 per month
Canopy for Growth
This package builds on the Growing Roots plan by adding comprehensive cash flow reports and Fringe Benefits Tax (FBT) management. Ideal for businesses seeking enhanced financial oversight and strategic growth support.
Quarterly Advisory Services & Meetings
Software Training & Support
Comprehensive Reporting & Tax Planning
Annual Company Accounts & Tax Returns (including two shareholders)
Xero Subscription – Business Edition
Cash Flow Reporting & FBT Management
From $400 per month
Ready to take control of your business?
Book your free 30-minute consultation and Business Health Check now. Let’s discover how we can help you thrive and grow.
