Our Packages

We’ve structured our services into three packages. Each package is then tailored to the unique needs of each client. Choose the base package that best suits your needs – we can then add or remove things to fit.

Component

SELF
SERVICE

FULL
SERVICE

VALET
PLAN

On-Ramp

Setup/Review your Xero Ledger

Train you in how to use Xero

Profit First Assessment & Implementation Plan

Year-Round Services

Xero subscription included

Free Support when you need it

Deal with the tax department on your behalf*

Xero tune-ups

Receipt-Bank account

Review and enter receipts and invoices

Bank reconciliations

Monthly dashboard and reports

End of Year

Review accounting transactions

Review and file sales tax returns*

Year-End balancing and GAAP adjustments

Formal Accounts

Income Tax Return

Profit Review and Planning

Business Growth & Profit Coaching

Access to our Business Growth System

Monthly Profit First coaching webinar

Budget creation & forecasts

Monthly Profit Review/Coaching

*Sales and income tax services are available in New Zealand and Canada.  For other locations we can supply the data to your tax preparer for review and filing.

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Get a Sample of The Profit First Book

As certified Profit First Professionals we're able to help you plan and implement the Profit First methodology in your business.


Get a Sample of The Profit First Book

As certified Profit First Professionals we're able to help you plan and implement the Profit First methodology in your business.


Get In Touch

New Zealand (04) 831 1232
Canada & Rest of World
1-(647) 367-0876

WHAT DO YOU NEED NOW?

What Do You Need RIGHT NOW?

I Need A Kick-Ass Accountant

I Need A Profit Coach

I Need Help With XERO

I Need XERO Training