"We recently hired Photo Bloom to take photos for our wedding. We were was so impressed with their work! They were professional, creative, and responsive to my needs. The photos they took were absolutely stunning, and we couldn't be happier with the results."

Mr & Mrs Miller

Annual Accounting & Compliance

“Tax is all part of the job! Keeping on top of your reporting requirements and tax obligations is the bread and butter of any accountancy firm and the bare minimum you should complete as a business owner. Most taxpayers find tax problematic and frustrating especially when their hard work drip feeds the tax pot. My responsibilities are to ensure that you remain compliant with the ever changing tax legislation, that tax is minimised within the scope of the legislation and that there are no surprises when it comes to your tax outcomes, delivering a service in full and on time."

Financial Statements; Annual Resolutions; Income Tax; GST; PAYE; FBT and all other associated tax types

Financial & Tax Planning

“Don't be kept in the dark! By having processes in place to track how your business is performing allows planning for cashflow and tax obligations so that there are no surprises. A head's up well in advance of tax dates will provide the best opportunity for business success. It's not just about the past either, the focus should also be on the future so you can continue to grow your business, maximise opportunities and plan for future successions."

Cashflow Forecasting, Management Reporting; Tax Minimisation; Tax Forecasting

Company & Trust Administration

“Ticking all the boxes! Company and Trust legislation requires a certain standard of administration. Company administration could include filing annual returns; maintaining registers and preparing appropriate documentation, also wind up's. Trust administration could include guidance to Trustees; maintaining registers and preparing documentation to comply with legislation and ensuring that you satisfy your obligations to beneficiaries."

Company Administration and Registers; Trust Administration and Registers

Business Planning

“Beyond the numbers! Are you wanting to take the next step in your business success, then having a clear understanding of the business plan and how you will achieve the goals and outcomes will support you to succeed. With my guidance, I will help design and implement the steps of a programme, provide knowledge and resources to assist with analysing your progress and tracking, hold you accountable and celebrate with you the milestones achieved."

Coaching & Mentoring; Budgeting and Cashflow Planning; Benchmarking; Strategy Planning; Structure Planning and Business Planning

Business Start Ups, Acquisitions & Exits

“The beginning or the end! Starting up or purchasing an existing business is a significant investment which can be daunting and overwhelming, by ensuring you have the right advice and processes in place to undertake a valuation analysis; Due Diligence programme or actions checklist can be priceless to ensure you get it right first time as sometimes there can be no second chances. Or are you considering your succession strategy, by ensuring you plan early to maximise the business wealth is paramount and then having an exit plan in place when the time comes will ensure a smooth transition."

Structure Planning; Business Start Ups, Business Acquisitions and Due Diligence; Business Succession and Business Exits

Bookkeeping & Administration Support

“Is your time is better spent on the tools! If you're at the stage where invoicing is delayed, your cashbook reconciling is at a backlog, your GST returns are done on the due date on a good day, your payroll processing is last minute or any other bookkeeping tasks are creating a headache it might be time to consider outsourcing. Cash is king so ensuring your invoices are issued in a timely manner, debtors are collected on time and ensuring you remain compliant will assist with business success."

Employment and Payroll processing; Debtor and Creditor Management; Xero Management; Business promotions

IT Support

“Shoebox clients are a thing of the past! If you're considering a change or upgrade to an electronic software system to maintain your financial, management or payroll records then get in touch. I can assist with a recommendation that suits you and your business, the set up and customisation of your new software, the transition from your current system to the new and provide training and ongoing support to ensure you get the best outcome along with freeing up some valuable time."

Xero set up, training and support; Payroll set up, training and support including support with all other accounting Software, Apps and Add On's

Business Minding

Stepping into your shoes while you are out of action - whether that be a holiday, medical leave or just wanting to outsource. This will provide the confidence that the business will continue to tick along without your presence, customers remain satisfied, and employees continue to receive the guidance so the interruption is minimal.

Business Administration and Compliance

Clubs, Societies & Charitable Organisations

“Overwhelmed by the new legislation! Recent changed to the Incorporated Societies Act requires Constitutions to be updated and Societies to be registered as well as ongoing compliance. Society administration could include guidance to the governing body to comply with legislation and ensuring that you satisfy your obligations to members."

Financial Reporting and Incorporated Society Act compliance

A little extra!

SpecialisationsAutomotive; Hospitality; Manufacturing; Professional Services; Property; Retail and Trade; Wellbeing; Agricultural and Horticultural; Clubs & Societies. All Industries.

Business GrowthOne size does not fit all, I am not your stock standard accountant solely delivering tax outcomes. I'm interested in your business aspirations and want to work with you to achieve those, every step of the way.

Above and beyondAvailable at all times - I'm committed to responding within 24 hours during normal working days; I will touch base with random phone calls and will visit your premises just to see how you are going.

Compliance Pricing Packages

One size does not fit all! Customised packages made to suit you and your business needs for the now but flexible to change as you and your business develops. Every service is customised for you and your business.

Indicative pricing will be provided based on size, complexity and the state of your financial records. Phone and email support for general queries throughout the year are included in the Compliance fee.

Rental Portfolio

Keeping it simple and just ticking the boxes!

Financial Statements (or Profit & Loss Report for simplified reporting) and Tax Returns if you just have one or two properties.

Cruise Control

For the self-employed or small business, this package has everything you need to carry on your merry way!

Annual Financial Statements and Tax Returns; Annual Meeting; Annual Resolutions; basic Tax planning and payment reminders. Phone and email support.

Accelerated

For the small to medium sized business where you need a bit more hands on help, this package will give you more time on the tools and less in the dark!

Annual Financial Statements and Tax Returns; Annual Meeting; Annual Resolutions; basic Tax planning and payment reminders. Phone and email support.

GST Return preparation and/or GST period management reporting with catch up meeting to discuss.

Full Blown

For the larger business needing all hands on deck, this package gives you all the knowledge and resources to hit the ground running!

Annual Financial Statements and Tax Returns; Annual Meeting; Annual Resolutions; basic Tax planning and payment reminders. Phone and email support. GST Return preparation and/or GST period management reporting with catch up meeting to discuss.

Quarterly meetings and an annual Strategy meeting with various catch ups.

Onboarding Process

The onboarding process is simple. Once we have had a chat, determined that I am the right fit for you and your business and you are a right fit for mine, I will do all the work.

First things first! The Engagement confirms that you wish for Accelerate 4 Sixty 3 Limited to undertake and be responsible for your accounting, tax compliance and business advisory needs. We are then all go, if you already have a tax agent then I will contact them directly to kick start the transition over.

There may be a small fee for onboarding and Xero set up, depending on your requirements.

CONTACT