Packages
Our packages are designed specifically for small businesses.
You want a set of services that relieves your stress and sets you up for success. That’s exactly what we offer.
Our pricing principals
We want to help you understand:
1.
What key financial functions and duties every small business needs to think about.
2.
How much you should budget on these functions during different phases of your business.
3.
How our packages address these needs while keeping you within your budget.
Taxassist pricing packages
Rental
Onboarding Services
Onboarding
Systems Set-up
Portal / App Setup
Xero Setup
Hubdoc / Smartly Setup
Tracking Categories
Reconciliation Training
Catch-up Bookkeeping
Catch-up Accounting & Tax
Ongoing Services
Xero Subscription*
Support and Advisory
Reviewing your Xero file
Year-end tax adjustments
Completing annual financial statements
Filing GST returns*
Filing Annual returns
Filing Personal returns
Tax Reminders
Tax Management
Correspondence with IRD
Monthly Bookkeeping
Payroll weekly/Monthly
Forecasting
Digital Transformation
Recommended
Annual Revenue
Range
Rental
Onboarding
Ongoing Services
Up to $100K
Best for
Those starting out renting property and needs solid support and tax minimization. Those who can do their bookkeeping.
Sole Trader
Onboarding
Add on
Ongoing Services
Add on
Add on
Add on
Up to 250K
Best for
Those that are good with bookkeeping but need complete accounting and tax support. can do their support support support.
Starter
Onboarding
Add on
Add on
Ongoing Services
Add on
Add on
Add on
Up to 750K
Best for
Those that are ready to hire their accounting department. This is where we really shine!.can do their
Scale
Onboarding
Add on
Add on
Ongoing Services
Add on
$100K-2M
Best for
Those that want complete accounting department and want to scale and grow.can do their support support support.
Rental Package
Onboarding Services
Onboarding
Systems Set-up
Portal / App Setup
Xero Setup
Hubdoc / Smartly Setup
Tracking Categories
Reconciliation Training
Catch-up Bookkeeping
Catch-up Accounting & Tax
Ongoing Services
Xero Subscription*
Support and Advisory
Reviewing your Xero file
Year-end tax adjustments
Completing annual financial statements
Filing GST returns*
Filing Annual returns
Filing Personal returns
Tax Reminders
Tax Management
Correspondence with IRD
Monthly Bookkeeping
Payroll weekly/Monthly
Forecasting
Digital Transformation
Recommended
Annual Revenue
Range
Up to $100K
Best for
Those starting out renting property and needs solid support and tax minimization. Those who can do their bookkeeping.
Sole Trader Package
Onboarding Services
Onboarding
Systems Set-up
Portal / App Setup
Xero Setup
Hubdoc / Smartly Setup
Tracking Categories
Reconciliation Training
Catch-up Bookkeeping
Catch-up Accounting & Tax ( Add on )
Ongoing Services
Xero Subscription*
Support and Advisory
Reviewing your Xero file
Year-end tax adjustments
Completing annual financial statements
Filing GST returns*
Filing Annual returns
Filing Personal returns
Tax Reminders
Tax Management
Correspondence with IRD
Monthly Bookkeeping ( Add On )
Payroll weekly/Monthly
Forecasting ( Add On )
Digital Transformation ( Add On )
Recommended
Annual Revenue
Range
Up to 250k
Best for
Those that are good with bookkeeping but need complete accounting and tax support.
Starter Package
Onboarding Services
Onboarding
Systems Set-up
Portal / App Setup
Xero Setup
Hubdoc / Smartly Setup
Tracking Categories
Reconciliation Training
Catch-up Bookkeeping ( Add on )
Catch-up Accounting & Tax ( Add on )
Ongoing Services
Xero Subscription*
Support and Advisory
Reviewing your Xero file
Year-end tax adjustments
Completing annual financial statements
Filing GST returns*
Filing Annual returns
Filing Personal returns
Tax Reminders
Tax Management
Correspondence with IRD
Monthly Bookkeeping ( Add On )
Payroll weekly/Monthly ( Add on )
Forecasting ( Add On )
Digital Transformation
Recommended
Annual Revenue
Range
Up to 750k
Best for
Those that are ready to hire their accounting department. This is where we really shine!
Scale Package
Onboarding Services
Onboarding
Systems Set-up
Portal / App Setup
Xero Setup
Hubdoc / Smartly Setup
Tracking Categories
Reconciliation Training
Catch-up Bookkeeping ( Add on )
Catch-up Accounting & Tax ( Add on )
Ongoing Services
Xero Subscription*
Support and Advisory
Reviewing your Xero file
Year-end tax adjustments
Completing annual financial statements
Filing GST returns*
Filing Annual returns
Filing Personal returns
Tax Reminders
Tax Management
Correspondence with IRD
Monthly Bookkeeping
Payroll weekly/Monthly ( Add on )
Forecasting
Digital Transformation
Recommended
Annual Revenue
Range
$100k - $2M
Best for
Those that are ready to hire their accounting department. This is where we really shine!
Rental Package
Onboarding Services
Onboarding
Systems Set-up
Portal / App Setup
Xero Setup
Hubdoc / Smartly Setup
Tracking Categories
Reconciliation Training
Catch-up Bookkeeping
Catch-up Accounting & Tax
Ongoing Services
Xero Subscription*
Support and Advisory
Reviewing your Xero file
Year-end tax adjustments
Completing annual financial statements
Filing GST returns*
Filing Annual returns
Filing Personal returns
Tax Reminders
Tax Management
Correspondence with IRD
Monthly Bookkeeping
Payroll weekly/Monthly
Forecasting
Digital Transformation
Recommended
Annual Revenue
Range
Up to $100K
Best for
Those starting out renting property and needs solid support and tax minimization. Those who can do their bookkeeping.
Sole Trader Package
Onboarding Services
Onboarding
Systems Set-up
Portal / App Setup
Xero Setup
Hubdoc / Smartly Setup
Tracking Categories
Reconciliation Training
Catch-up Bookkeeping
Catch-up Accounting & Tax ( Add on )
Ongoing Services
Xero Subscription*
Support and Advisory
Reviewing your Xero file
Year-end tax adjustments
Completing annual financial statements
Filing GST returns*
Filing Annual returns
Filing Personal returns
Tax Reminders
Tax Management
Correspondence with IRD
Monthly Bookkeeping ( Add On )
Payroll weekly/Monthly
Forecasting ( Add On )
Digital Transformation ( Add On )
Recommended
Annual Revenue
Range
Up to 250k
Best for
Those that are good with bookkeeping but need complete accounting and tax support.
Starter Package
Onboarding Services
Onboarding
Systems Set-up
Portal / App Setup
Xero Setup
Hubdoc / Smartly Setup
Tracking Categories
Reconciliation Training
Catch-up Bookkeeping ( Add on )
Catch-up Accounting & Tax ( Add on )
Ongoing Services
Xero Subscription*
Support and Advisory
Reviewing your Xero file
Year-end tax adjustments
Completing annual financial statements
Filing GST returns*
Filing Annual returns
Filing Personal returns
Tax Reminders
Tax Management
Correspondence with IRD
Monthly Bookkeeping ( Add On )
Payroll weekly/Monthly ( Add on )
Forecasting ( Add On )
Digital Transformation
Recommended
Annual Revenue
Range
Up to 750k
Best for
Those that are ready to hire their accounting department. This is where we really shine!
Scale Package
Onboarding Services
Onboarding
Systems Set-up
Portal / App Setup
Xero Setup
Hubdoc / Smartly Setup
Tracking Categories
Reconciliation Training
Catch-up Bookkeeping ( Add on )
Catch-up Accounting & Tax ( Add on )
Ongoing Services
Xero Subscription*
Support and Advisory
Reviewing your Xero file
Year-end tax adjustments
Completing annual financial statements
Filing GST returns*
Filing Annual returns
Filing Personal returns
Tax Reminders
Tax Management
Correspondence with IRD
Monthly Bookkeeping
Payroll weekly/Monthly ( Add on )
Forecasting
Digital Transformation
Recommended
Annual Revenue
Range
$100k - $2M
Best for
Those that are ready to hire their accounting department. This is where we really shine!
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