OUR SERVICES

Fixed monthly pricing, no surprises

Lite

Simple compliance, sorted.

Cost-effective compliance support for early-stage businesses. Not yet GST registered, or confident managing your own returns? Lite gives you the foundations you need — accurate, reliable, and without the overwhelm.

What's included:

Annual financial statements
Income tax returns
Tax due-date reminders
Quick queries support

Growth

Clarity to grow with confidence.

For established businesses ready to go beyond compliance. Growth gives you regular visibility of your financial performance and the support to make informed decisions — so you can move forward with confidence, not guesswork.

Everything in Lite, plus:

GST return preparation
6-monthly management report
6-monthly management meeting
Budget forecast

Thrive

A strategic partner in your corner.

For organisations ready for proactive financial leadership. Thrive moves beyond compliance and periodic review — providing ongoing insight, structured planning, and regular strategic support to help you make confident decisions and build long-term success.

Everything in Growth, plus:

Quarterly management reports
Business plan development
Monthly strategic check-ins

Additional services:

Xero subscription — costs apply separately to all plans
Bookkeeping & payroll — available on enquiry
VCFO services — available on enquiry

Not sure which plan is right for you? Let's kōrero. We'll help you find the right fit.

I had the pleasure of working with Melissa to guide me through the process of building a business plan. Her attention to detail, approach and great communication were very helpful in the presentation of my ideas and goals to our lender as I had no idea where to start.

Thanks to her expertise, the whole process went very smoothly and the lender was impressed! I would highly recommend Melissa to anyone looking for an accountant who is not only knowledgeable, but also fantastic to work with."

Simon D, Whangārei