Best Prices For You

Our Pricing

Fees & Service Plans

We believe that our fees are very competitive. By not having an office and administration staff, we can cut our expenses, and the savings are passed on to you. We believe in a “No Surprises” policy when it comes to fees, and we offer fixed accounting fees where we can. Pricing varies based on your business and personal requirements, the size of your business, the level of transactions and the accuracy of the information you provide us.

Our fees are based on the time it takes us to complete your work. We can give you an estimate, and once we have worked with you, can offer a firm quote for the following year, as there are some instances where it is not possible for us to provide a quote for our fees. If there are complexities surrounding the work, we would be completing for you, we can give you an estimate and keep you informed during the processing of your job.

Unless different terms are negotiated in advance, payment is due within seven days of our invoice being issued. For standard accounting and tax return work we issue our invoice at the time we produce the final accounts.

We promise that we will provide the best service we possibly can to you at all times, in a cost-effective and timely manner, whilst adhering to industry best practice standards.

We offer two popular models.

1. Monthly accounting fees instalments – Peace of Mind, for those who wish to set their accounting budget. Ideal for clients who prefer to pay a fixed monthly amount across the year to cover all of their standard accounting and tax needs. We estimate your accounting cost for the year and you pay in monthly instalments by automatic bank transfer. We do a wash up at the end of the year if payments have started after April, and adjustment either way is invoiced or credited to your account. You can change plans or additional services easily if your circumstances change.

Many clients find monthly payments to be better for their cashflow. We have also discounted our monthly fixed price packages by 20%.

2. Pay as you go
Many of our clients are happy to pay for our services on a “pay as you go” basis as we complete their GST returns, monthly and annual accounting. Where possible we will fix prices with you so there are no surprises. When we do work for you during the month, we will bill you when the work has been completed”.

“The chart below shows our basic service plans for Compliance (tax). Please contact us to quote for you based on your specific circumstances. For example, you might not be registered for GST, or have multiple directors / shareholders and dividend distributions, be in a Group structure, or have a trust owning a trading company etc. You will only be charged for the services required. We offer a free, 1 hour consultation, for new clients wishing to join us.”

Guide to Tiers

Tier 1 – Starter
– Ideal for sole traders, contractors and small companies, who are not GST-Registered.

Tier 2 – Growth
– Ideal for most GST-Registered businesses, needing to expand and increase sales and profitability.

Tier 3 – Best Practice
– * Recommended Ideal for businesses needing advisory and business development services. With these services we will work with you to identify issues within the business, to help you increase turnover and profitability.

Tier 4 – Virtual CFO
-Ideal for businesses experiencing rapid growth who need a “CFO on Tap”, to create, communicate and implement the mission, vision, and overall direction of the organisation. We will help enhance the growth and profitability of the business through mentoring and consulting.

Plan 1 – Rental Property

Plan 2 – Businesses

Up to 2 Individual Owners

With up to
2 Properties

From

$75

Per Month

Annual Income Statement

Annual Tax Returns

IRD Relationship Management

Tax payments reminder service

Unlimited Quick Queries

Each Additional
Property + $20 Per Month

Up to 2 Individual Owners

1 Property owned
by a Company

From

$85

Per Month

Annual Financial Statements

Annual Tax Return

IRD Relationship Management

Tax payments reminder service

Unlimited Quick Queries

Company Minutes

Each Additional
Property + $20 Per Month

Up to 2 Individual Owners

1 Property Owned
By A Trust

From

$105

Per Month

Annual Financial Statements

Annual Tax Return

IRD Relationship Management

Tax payments reminder service

Unlimited Quick Queries

Trust Minutes

Each Additional
Property + $20 Per Month

Up to 2 Individual Owners

1 Commercial
Property

From

$165

Per Month

Annual Financial Statements

Annual Tax Return

IRD Relationship Management

Tax payments reminder service

Unlimited Quick Queries

Minutes & Resolutions

ACC Administration

GST Return Preparation and Filing – Six-Monthly

Each Additional
Property + $20 Per Month

Up to 2 Individual Owners

Not GST-Registered

From

$165

Per Month

Annual Financial Statements

Annual Tax Returns

Plan comes with Xero Non-GST Cashbook Subscription

Xero setup and Training
(2 hours)

Tax Planning and Management

IRD Relationship Management

Tax payments reminder service

Unlimited Quick Queries

Complimentary Client Review

ACC Administration

Up to 2 Individual Owners

GST-Registered

From

$285

Per Month

Annual Financial Statements

Annual Tax Returns

Plan comes with Xero GST Cashbook Subscription

Xero setup and Training
(2 hours)

Tax Planning and Management

IRD Relationship Management

Tax payments reminder service

Unlimited Quick Queries

Complimentary Client Review

ACC Administration

Up to 2 Individual Owners

Best Practice

From

$750

Per Month

Quarterly Financial Statements

Annual Tax Returns

We choose a Xero plan
with you

Xero setup and Training
(4 hours)

Tax Planning and Management

IRD Relationship Management

Tax payments reminder service

Unlimited Quick Queries

Complimentary Client Review

ACC Administration

ACC Review

Company / Trust Minutes & Resolutions

Companies Office Administration (including Annual Return)

GST Return Preparation and Filing

Annual Business Plan

Annual Integrated Forecast / Budget

Up to 2 Individual Owners

Virtual CEO

From

$1,050

Per Month

Quarterly Financial Statements

Annual Tax Returns

We choose a Xero plan with you

Xero setup and Training
(4 hours)

Tax Planning and Management

IRD Relationship Management

Tax payments reminder service

Unlimited Quick Queries

Complimentary Client Review

ACC Administration

ACC Review

Company / Trust Minutes & Resolutions

Companies Office Administration (including AR)

GST Return Preparation and Filing

Annual Business Plan

Annual Integrated Forecast / Budget

Cashflow & Profit Improvement Meeting

Quarterly coaching & accountability meetings

“We Will To Work With You To Customise A Fixed Fee Accounting Package To Suit Your Business. We Prefer To Use Xero, But Can Use Your Existing Software If You Wish”.
Testimonials

What Our Clients Say

MY FIRST DNA EXPERIENCE

My dad died unexpectedly last year, while in hospital, at the time he was drawing up plans on a serviette for me so I could continue his camper van project he bought for mum.
When dad passed away he left everything to mum, but she is now going downhill, my brother is special needs, I had to take over everything.
I've never done a tax or gst return because I was always in paid employment, now I'm starting my own business, plus I need help with the estate, it was time to get an accountant.
I had to step up for my dying mother and special needs brother, they were unable to help or advise me, so got on google and had a look online.
When I rang David for the first time, it was hard because I had just lost my dad, I didn't know what to do, who to turn to or trust.
I explained the situation to David and he listened attentively. His attention to detail and customer service surprised me because when he asked questions they were in depth with further follow up questions. The demonstration of good old fashioned customer service, I felt like David really understood me.
At our first meeting, there was lots of accounting mumbo jumbo words which I didn't understand, however David took the time to explain things in a way so I could visualize it. With my physical disabilities and chronic pain, David was very patient, he made me feel comfortable at the meeting, and stopped immediately when things got too bad for me. There was no awkwardness like you get in some places where people stare and do nothing, in the moment David was amazing, he was helping me as if he had been a support worker for years.
When gathering documents for the accountant it got confusing as the financial year is different from a standard calendar year, then there’s different documents for different things, David gave me a checklist with everything on it, now I know what to have ready for him next year.
I’m no computer geek, never used zero or anything accounting related. David is guiding me through the process to setup zero and explains why this is the preferred method with clients now....I just want to make things easier and faster for me! My dads method was always cursing and swearing at the dining table sorting piles of paper then off he went to hand it all over to his accountant. He did that all his life I want an easier way and David is showing me how.
The first lot of tax and gst returns have been filed, it was a huge relief because it’s been done properly. I can sleep at night not stressing about IRD coming for me because I went through a chartered accountant, didn’t cut corners or dodge paying taxes etc. If I filed the return myself and made a mistake, last thing I want is to be audited and lose my business.
David has been wonderful throughout the whole process. His understanding, empathy and support to someone like me, a cripple handyman, I won’t take business elsewhere, not now, instead I will happily recommend David to others because of my own personal experience.
Thank you, David, for helping me, you're an amazing accountant.

SS

Samson Steele