Pricing
Simple, Transparent Pricing
No hidden fees, no surprises. Three monthly plans for ongoing support, plus a one-off 90-Day Advisory program for businesses ready to transform.
Foundation
Tax compliance essentials for small businesses
Final fee depends on entity count, transaction volume, and scope. Confirmed after a short scoping call.
- Tax returns for your core entities (typically up to 3: IR3, IR4, IR7)
- Annual financial statements
- GST returns
- IRD correspondence and deadline management
- Companies Office annual returns
- Xero set up and maintained
- Email support
Growth
Compliance + bookkeeping + payroll + year-end planning
Final fee depends on entity count, transaction volume, and scope. Confirmed after a short scoping call.
- Everything in Foundation
- Bookkeeping (Xero bank reconciliation, transaction coding)
- Dedicated bookkeeping team keeping your Xero current
- Payroll processing and PAYE filing
- Year-end tax planning review before 31 March
- Annual structuring review
- Direct access to your advisor
Strategic
Virtual CFO — full-service advisory for ambitious businesses
Final fee depends on entity count, transaction volume, and scope. Confirmed after a short scoping call.
- Everything in Growth
- Monthly management accounts with commentary
- Monthly P&L, balance sheet, and cash flow reporting
- Cash flow forecasting and scenario modelling
- Quarterly strategic advisory sessions (1-hour, agenda-driven)
- Annual tax planning review and optimisation
- Annual entity structuring review
- KPI dashboard and tracking
- Pricing strategy and margin analysis
- Budgeting and variance analysis
- Benchmarking against industry peers
- Priority support
- Direct access to Jono
Your Growth Journey
Foundation
Solid compliance
Growth
Bookkeeping & insights
Strategic
Virtual CFO
Plus our 90-Day Business Advisory — a one-off transformation program at $3,000+GST. Works alongside any tier.
All prices are in NZD and exclude GST. Need something custom? Get in touch and we'll build a plan that works for you.
One-Off Program
90-Day Business Advisory
Not a subscription. A structured 90-day transformation program. Four phases, four branded deliverables, and direct access to Jono. Walk away with management reporting, a clear financial picture, and a 12-month roadmap.
The Lateral Advisory Commitment
Year-end tax planning, not year-end surprises.
We run year-end tax planning before 31 March, not after. You'll know your position in time to do something about it.
No surprise fees.
Your monthly fee is agreed upfront. If we ever need to do out-of-scope work, we'll quote it before we start. You approve the cost, or we don't do the work.
Deadlines managed, not missed.
We track every filing date across IRD, GST, PAYE, provisional tax, and Companies Office. Your obligations are in our calendar, not just yours.
Foundation Add-Ons
Add individual services to your Foundation plan. These are already included in Growth and Strategic.
Bookkeeping
From $299/mo
For Foundation clients who want bookkeeping added
Payroll
From $199/mo
PAYE filing and payroll processing
“We're not the cheapest accountant in New Zealand, and we don't want to be. We're the one who finds the deductions others miss, files before deadlines, and helps you make better decisions. That's worth more than saving $50 a month.”
Need specialist help with a specific issue? Our consulting service covers complex tax, structuring, and trans-Tasman planning at $350+GST/hr.
Not Sure Which Plan Is Right for You?
Book a free 15-minute consultation and we'll help you figure it out. No obligation, no pressure. Just a straight conversation about what your business actually needs.
Book a Free ConsultationCommon Questions
Answers to the questions we hear most about pricing and plans.
We offer three monthly plans: Foundation from $349+GST/month, Growth from $990+GST/month, and Strategic from $1,990+GST/month. Final pricing depends on entity count, transaction volume, and scope — we'll confirm your exact fee after a short scoping call. We also offer a one-off 90-Day Business Advisory program from $3,000+GST, and consulting at $350+GST per hour.
Foundation covers compliance essentials: tax returns, GST, financial statements, and IRD correspondence. Growth adds bookkeeping, payroll, year-end tax planning, and annual structuring review. Strategic is our virtual CFO tier — it adds monthly management accounts, cash flow forecasting, quarterly strategic advisory sessions, KPI tracking, and direct access to Jono.
Every business is different. A sole trader with one IR3 is a lot simpler than a company with a trust, rental properties, and payroll. 'From' pricing means the listed figure is our starting point — we'll confirm your exact monthly fee based on your actual scope after a short scoping call. No surprises.
Absolutely. You can upgrade or downgrade your plan as your business needs change. No penalties.
No. Our plans are month-to-month. We believe in earning your business, not locking you in.
Yes. Our consulting service covers complex tax issues, structuring, trans-Tasman planning, and more. Engagements are quoted per project or charged at $350+GST per hour.
You transition to Foundation, Growth, or Strategic with your new reporting and systems already set up. For ongoing strategic work, we offer consulting at $350+GST/hr.