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.


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


  • 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
Contact us for a free consultation

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.


Call Rose Rowbotham on 027 697 0819, call Simon on 027 383 1369 or enquire below.