At Beyond the Ledger we’re passionate about helping our customers achieve their business goals. Whether you’re at the start of your business journey or well advanced, we’re here to provide excellent accounting and tax support.

Small to medium sized Kiwi businesses are the backbone of our economy and it is our desire to get behind these and support them. You will find us to be down to earth people who act with honesty and integrity. Our goal is to fully understand your business and get to know you so as to provide you with quick solutions to your business problems and compliance obligations.

Services

Investment property

from $350 + GST

Property ownership in individual name

Statement of Rental Income & Expenses
Individual tax return

$350 + GST

Property ownership in joint names

Statement of Rental Income & Expenses
2 individual tax returns

$550 + GST

Property ownership by company or trust

Financial Statements and AGM minutes
Tax return for the company or trust
2 individual tax returns for shareholders/beneficiaries

$750 + GST

Add $150 plus GST for each additional property.

Small to medium business

from $450 + GST

Sole Trader/Contractor

Statement of Income and Expenses
Tax return
Meeting to discuss results

from $400 + GST

Company

Financial Statements and AGM minutes
Company tax return
2 shareholder tax returns
Meeting to discuss results

from $900 + GST

Basic Family Trust (no tax filing requirement)

Financial Statements and AGM minutes

$450 + GST

Investment Trust*

Financial Statements and AGM minutes
Trust tax return
Tax returns for 2 beneficiaries if required
Meeting to discuss results

$1,200—$1,800 + GST

*prices vary depending on the number and type of investments owned

Packaged services

As well as annual compliance work we can add on any of following to deliver a complete package of services:

Preparation of GST returns
Preparation of PAYE and FBT returns
Filing of company annual returns with the NZ Companies Office
Bookkeeping services

Cashflow forecasting
Business mentoring and development
Business performance analysis
Assistance with IRD risk reviews and audits

About us

We are a Wellington based accounting firm offering accounting and tax services to businesses of all sizes. We are customer service focussed and prioritise getting to know our clients to understand their business aspirations.

We bring a wealth of experience to our work to ensure that our service is top notch and at prices which we believe are competitive and reflect value for money.

Our joint experience ranges from our previous work in small accounting practices, the Big 4, the corporate sector, local government (at CEO level), the health sector (at CFO level) and Inland Revenue (in Investigations). We are also members of the Chartered Accountants Australia and New Zealand.

We’ve built up specialist skills and knowledge to provide advice on a variety of accounting and tax issues. We proactively seek ways to assist businesses to grow profits and minimise tax. We also assist in getting our customers’ compliance hassles under control, freeing them to focus on the day to day challenges of running their businesses.

Beyond the Ledger

Professional accounting and tax solutions at competitive prices