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Service Plans

Service Plan 1

Service Plan 1 is ideal for small businesses with less than 50 transactions per month, who are just wanting the basics and do not require invoicing.

Service Plan 1 Includes:

Accounting software subscription and support (Xero, BankLink, MYOB Live or CCH iBizz)
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
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
Preparation of an annual budget
Profit & Loss Report
Regular newsletters
Tax payment reminder service
Year-end business, tax and budgeting advice

Service Plan 2

Service Plan 2 is great for small to medium sized businesses with less than 200 transactions per month. Smith & Jones can help you improve performance and develop your business so you can focus on what you do best.

Includes everything from Service Plan 1 plus:

Accounts Payable
Accounts Receivable
Annual profit & cash flow plan
Annual tax plan
Assistance with business KPIs
Bi 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

Service Plan 3

If you're serious about growing your business then "Service Plan 3" is for you! Smith & Jones will provide you with regular advice and guidance to enable your business to grow.

Includes everything from Service Plan 1 and Service Plan 2 plus:

Annual budget and cashflow
Annual Strategic Review
Cash flow forecast
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 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

Rental Service Plan

"Rental Service Plan" is perfect for property investors. Let Smith & Jones 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 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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Service Plans

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