Collins / James About Us Services Contact Us
 
 
 

 

 

 

Services

No client is too big or too small. We believe we will be able to assist you with your business or rental property. Our prices are competitive with no hidden costs.

 

We believe that all businesses need achievable goals, set targets and defined budgets. We will help you establish this and then track your progress through the year. This means that you will always know where you’re heading and whether your on-track to achieve your goals.

 

Included in our Fixed Monthly fee

Preparation of Annual Financial Statements and Tax Returns – We take care of all tax compliance requirements.
Review and filing of GST Returns (if required). Because, your time is better spent elsewhere.
Bi-Monthly Management Reporting including actual vs budget. Essential to see if you’re on-track.
Annual Strategy and Goal Setting meeting. Where do you want your business to go? Why are you in business? What do you want at the end of it?
Twice Annual Performance Review and Tax Planning meetings. How are you tracking? What’s working, what isn’t? Eliminate nasty tax surprises.
Risk Assessment and review, including appropriate insurance cover. Is your business prepared for the unexpected?
Tax Administration, including updates and advice. We’ll keep you up to date with your tax requirements.
Xero Accounting Software Subscription and free Xero phone/email support.

 

 

 

 

 

 

 

Additional Services:

You should note that although not included in the set monthly fee we are also able to provide the following additional services. Please discuss any additional requirements you have with us.

 

Maintaining Company statutory records, including acting as registered office, filing the Company Annual return and maintaining Company resolutions and minutes.
Business Valuations and Due Diligence
ACC management
Cash Forecasting and Debt restructuring
Liaising with Company or Inland Revenue Auditors
Systems review and implementation. We specialize in Xero and their add-on partners
Business analysis and cost review
Business Mentoring
Independent Management advice and support
Business consultancy and business mentoring.
Rental Statements