Service Plans
At Paul Martin Chartered Accountant Limited we aim to provide advice when you need it, not just when you ask for it. We can help you manage every aspect of your business and personal financial affairs and tailor make a programme of services to fit your circumstances.
Prefer not to be charged by the hour? Looking for price certainty from your accountant?
When you sign up for one of our convenient service plans, you have the certainty of knowing what you are getting from the outset with your annual fees agreed upfront, then spread over the year via easy monthly repayments. Here are some service plans that you might like.
Only need to see us once a year? This package covers the basics for financial statement preparation and tax compliance.
- End of year accounts
- Income tax returns
- Face to face annual business review
- Tax payment reminder service
- Inland Revenue management
- Regular newsletters
- Invites to seminars
Ideal if you are a small or medium business wanting to focus on what you do best and leave your accounting to us.
Just Compliance Plus:
- Accounting software
- GST/FBT returns
- Bi monthly business performance reports
- Six monthly meetings
- Unmetered phone & email support
If you are serious about growth and want more regular advice and guidance for your small or medium sized business.
Basics Boosted Plus:
- Online monthly transaction review
- Quarterly business review - face to face or Skype
- Annual tax plan
- Regular updates and advice on tax and business issues
The Virtual CFO - perfect if you recognise the importance of monthly business and financial reporting but don't have the internal resources.
Extra Boost Plus:
- Monthly business performance reports
- Monthly performance dashboard
- Monthly business review – face to face or Skype
- Annual profit and cash flow plan
- Setting of annual KPIs
- Annual risk review
- Annual strategic review
Add On Services
We offer the following add on services to make compliance with ACC, the Companies Act 1993 and Trustee Act 1956 as painless as possible for you:
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ACC Administration
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Company Administration
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Trust Administration
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Contact us for more information about these and other add on services
