Service Plans
Service Plan 1 - from $100/month
Service Plan 1 is ideal for small businesses who don't employee staff - Owner Operators, Contractors, Takeaway Shop, Small Retails Shops, Home Based Small Business & Tradies
Service Plan 1 Includes:
- Accounting software subscription and support (Xero or MYOB)
- Annual accounts
- Annual meeting to review business performance
- Annual tax return filed
- Bank Reconciliation
- Email and phone support
- End of year accounts, financials and documentation
- Six GST Reporting & lodging with IRD
- Income Tax Assessment/Return for IRD
- Income tax reminders
- Income Tax Return and Provisional Tax Management
- Income Tax returns prepared and filed
- Inland Revenue management
- Profit & Loss Report
- Regular newsletters
- Tax payment reminder service
- Year-end business, tax and budgeting advice
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Service Plan 2 - From $200/Month
Service Plan 2 is great for small to medium-sized businesses who employee staff. Clearwater Accountants can help you improve performance and develop your business so you can focus on what you do best.- Ideal for Retails Shops, Building Contractors, Restaurant & Bar Owners, Cafe Owners & Other medium-sized business
Includes everything from Service Plan 1 plus:
- Payday Fiing & Weekly Payroll - upto 5 employees
- Annual profit & cash flow plan
- Annual tax plan
- Assistance with business KPIs
- Six monthly business performance reports
- Face to face annual business review
- GST preparation and review
- GST/FBT returns
- Income Tax Return and Provisional Tax Management
- Monthly tax and business alerts
- Online monthly transaction review
- Regular review of your online transactions and performance feedback
- Regular updates & advice on tax and business issues
- Reporting on Accounts Payable & Accounts Receivable (monthly)
- Six monthly Business performance reviews and KPI meetings with a partner
- Six monthly meeting with your accountant to review business
- Statutory company and trust administration
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Service Plan 3 - From $300/month
If you're serious about growing your business then "Service Plan 3" is for you! Clearwater Accountants will provide you with regular advice and guidance to enable your business to grow - Ideal for who employee more than 5 employees & large turnover.
Includes everything from Service Plan 1 and Service Plan 2 plus:
- Annual budget and cash flow
- Annual Strategic Review
- Detailed performance graphs and reports
- Monitoring of cash flows and budgets
- Monthly business review
- Monthly financial reports
- Monthly performance dashboard
- Monthly profit reports
- Monthly tax and business alerts
- Monthly tax budgeting advice
- Monthly business advisory/ KPI meeting
- Preparation and filing of an annual tax return
- Preparation and filing of GST, PAYE and FBT returns, as they fall due
- Quarterly business performance reports
- Quarterly meeting to review business
- Regular management and financial reports
- Strategy formulation and monitoring
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Rental Service Plan - From $45/month
"Rental Service Plan" is perfect for property investors. Let Clearwater Accountants free up your time by taking care of the essentials to ensure your investment is tax effective and compliant with property tax laws.
Rental Service Plan includes:
- Full set of year-end financial statements
- Preparation and filing of an annual tax return
- Year-end business, tax and budgeting advice
- Inland Revenue management
- Software subscription
- Regular Business Newsletters
- End of year Income Statement
- End of year financials and documentation prepared
- Income tax returns prepared and filed
- Accounting software
- Email and phone support
- Regular tax and business alerts
- Tax payment reminder service
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Payroll/Companies Office/ACC/FBT
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Employee's Payroll / PAYday filing returns…………. from $80 per month
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Company Formation ……….. from $299
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Business Plan & Forecast…… from $800
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Management reports…….….. from $800
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FBT returns …………………….…. from $300
* Charges for extra work @ $125.00 per hour
** Conditions apply / Client to pay directly to software providers. All prices are excluding GST
Please note: all above charges are indicative only. Please contact us for a final quote.
