Our aim is to provide you with advice when your business needs it - not just when you ask for it.
We'll help you manage every aspect of your business, and because we establish a one-on-one relationship with each of our clients, our advice will be tailored for your business.
We've developed our traditional accounting practices into innovative client-focused services. Our flexibility & adaptability will ensure we can help you get the best results
Below we have listed the services that we offer to our clients. This list is by no means exhaustive, and our team of friendly staff would be more than happy to take enquiries about any services you do not see listed.
- Cash Flow Forecasting
- Company Formations
- Consultation & Advice
- Financial Statements
- Monthly Service
- Tax Returns (NZ)
- Client Forms & Resources
- Terms and Conditions
If you are thinking of going into business or evaluating your business plans. Having the right information up front can save you in the long term. Do you have the answers to questions like; How much turnover do I need? Is your plan viable? Are you going to have enough cash to pay all expenses every month?
At XA we can prepare a cash flow forecast.
We can provide you with accurate, timely and informative cashflow forecasting reports - allowing you to:
- Realise and understand when cash is available
- Plan and prepare for expansion, stock control, and taxes
- Analyse and anticipate key expenses
Armed with this information, we'll work with you to develop action strategies to improve your bottom line
From Only $350 + GST
*Based on minimum fee.
If you are setting up in business or purchasing a rental property setting up a company could be the structure that you require. At XA before setting up your company we will discuss if this is the best option for you.
Our fee for company formation includes the following.
- Registration of the company name with the companies office
- Incorporation of the company with the companies office
- Certificate of incorporation (required for banks)
- Application for your company IRD number
- GST and/or LAQC registration with the IRD
From only $499 + GST
*Based on minimum fee. Prepayment is required. Mastercard or Visa accepted.
Consultation & Advice
Consultation - If you need to talk to us about your tax affairs, starting up a business or accounting advice in general, you can book a consultation with us. We will visit your business, or you can visit us. (See if we are in your area). Consultation (1 Hour) costs start from $150 + GST. When you sign up as a monthly or annual client the first consultation is free.
Financial statements are required by companies and trusts when the books are completed for the year. They provide a record of the financial activity of the company and trust. Financial statements although not required by sole traders or partnerships are useful documents to have. Financial statements are required by organisations who need information on the income you have earned. Institutions like banks require them before assessing you for a loan. If you wish to sell your business having properly prepared financial statements can add value to your business by showing clearly the financial results of the business.
At XA financial statements are prepared as part of your end of year books and are included as part of the service with our monthly service. Our financial statements are prepared to Generally Accepted Accounting Standards (GAAP) and conform with the legal requirements required under the financial reporting act.
Our monthly service provides you with a convenient and easy way to manage your accounts through out the year. Payments are split into monthly payments and includes a 10% discount on our annual fees. We can taylor a monthly package to suit your requirements.
Generally our monthly service will include:
- Xero subscription
- Monthly management reports
- GST returns compiled and filed
- 3 provisional tax reviews
- Ongoing IRD management
- Annual and Personal tax returns as required
- Annual financial statements
- Ongoing telephone support
Because your accounting fees are paid throughout the year there is no large end of year accounting fees to worry about.
For sample monthly pricing click here or try our monthly price estimator.
Please contact us to discuss your requirements and pricing options.
A trust provides a valuable way of protecting the assets you have accumulated for the benefit of others. We are able to advise you on your options in regard to trusts.
Like companies trusts require end of year accounts, financial statements and tax returns. If your trust is simple we can provide services to deal with end of year requirements. Trusts that are complex may require more specialist services. We can advise on what your trust requires and when necessary refer you to experts if required.
Contact us today to discuss your trust and how we can help.
Tax Returns (NZ)
Having XA as your tax agent offers you the following advantages.
Extension of time - we can file your return up to 31 March of the following year.
Compliance - by keeping you compliant, you will not unnecessarily miss out on filing returns when they are due.
Dealing with the IRD - we can take care of IRD correspondence issues, saving you time & hassle.
As IRD approved tax agents we can assist and prepare the following returns:
Personal Tax Returns (IR3)
Company Tax Returns (IR4)
Trust Returns (IR6)
Partnership Returns (IR7)
Rental Property Returns & LAQC returns
GST, goods & services tax
FBT, fringe benefit tax
PAYE, pay as you earn returns
Other tax returns as required
Provisional Tax - as part of our monthly or annual service we will review your performance at provisional tax time to make sure that your provisional tax is as accurate as possible - this ensures your exposure to IRD liability is kept to a minimum
Purchasing Tax Credits / Tax Pooling - we can assist and recommend purchasing tax credits when appropriate. In the right circumstances this can be a very effective tax planning tool that will save you interest and penalties you might otherwise incur.
If necessary we can arrange for specialist tax advisors to help with complex tax issues, IRD audits and future tax planning.
Xero is an online accounting system designed for small businesses and their advisors. It's simple, smart and secure.Find Out More
Terms and Conditions
Conditions of contract with XA Limited (XAL)