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 | |||
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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Compare Our Packages
Choose the base package that best suits your needs – we can then add or remove things to fit.
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