Packages
Because negotiating the financial world can be confusing and overwhelming, we have put together five packages that are perfect for brand new ventures and already established enterprises. If you’d prefer a package custom made to your organisation’s needs click here to receive your enquiry form. You will receive a quote within 48 of us receiving your completed form.
the GOGETTER
$40 / $480
+GST monthly / yearly- Financial Statements
- Up to 3 tax returns
- Tax planning and management
- Companies office annual return
- GST return
- Unlimited advice and support
- AIM
- Virtual meeting
- Physical meeting
- Management reporting and KPI
the INSIDER
$100 / $1200
+GST monthly / yearly- Financial Statements
- Up to 3 tax returns
- Tax planning and management
- Companies office annual return
- GST returns (2)
- Unlimited advice and support
- AIM
- Virtual meeting
- Physical meeting
- Management reporting and KPI
the RISING STAR
$200 / $2400
+GST monthly / yearly- Financial Statements
- Up to 3 tax returns
- Tax planning and management
- Companies office annual return
- GST returns (6)
- Unlimited advice and support
- AIM
- Virtual meeting
- Physical meeting
- Management reporting and KPI
the ELITE
$300 / $3600
+GST monthly / yearly- Financial Statements
- Up to 3 tax returns
- Tax planning and management
- Companies office annual return
- GST return (6)
- Unlimited advice and support
- AIM
- Virtual meeting
- Physical meeting (Once a year)
- Management reporting and KPI (Twice a year)
the A-LISTER
$400 / $4800
+GST monthly / yearly- Financial Statements
- Up to 3 tax returns
- Tax planning and management
- Companies office annual return
- GST return (6)
- Unlimited advice and support
- AIM
- Virtual meeting
- Physical meeting (Twice a year)
- Management reporting and KPI (Four times a year)
*XERO Software Subscription Seperate
**The package price may vary depending on the size of your business and your turnover
Package for property investors
$40 / $480
+GST monthly / yearly- Financial Statements (Up to 2 properties)
- Up to 2 tax returns
- Tax planning and management
- Unlimited advice and support
- Virtual meeting
Package for trust accounting
$40 / $480
+GST monthly / yearly- Financial Statements (1 trust and 1 beneficiary)
- Up to 2 tax returns
- Tax planning and management
- Unlimited advice and support
- Virtual meeting
Is no package suitable for your needs? Contact us now for a customised package!
Services
SRAT offers a wide range of services to cover the entire financial side of your business. If you do not see the exact service you require listed here, email us at accounts@srat.co.nz and let’s talk about what you need and how we can help.
We offer our services to a wide variety of clients. If you fall into the following categories we can help you make the most of your financial plan.
