Mover Plan

Say hello to the new standard in online accounting and business advice

 

Get visibility of where your small business is at and where it's going next

Streamline operations, optimise processes, and maximise growth opportunities

 

Mover Plan

$350/ month +GST

Xero Subscription

The perfect Xero subscription for your business' needs is included in the price of your plan. We'll get you up and running, too.

Setup & Training

We'll review your accounting treatment to date, and get everything set up accurately going forward. We'll teach you how to use Xero and discuss what input we'll need from you each month.

Individual & Company Tax Returns

This plan includes:

  • 2x Individual Tax Returns (IR3)
  • 2x Company Tax Return (IR4)
  • 2x Donation Tax Credit (IR526)

Tax Optimisation

We'll review your finalised tax returns and ensure all deductions are included, and you're optimising your tax bill.

Tax Planning & Management

We'll manage all your tax needs including filing your returns, advising due dates, and we can even negotiate a payment plan if you need it. Rather no deal with IRD? We'll take that stress away from you.

Expense & Transaction Management

We'll help with your monthly bank reconciliations, check all expenses are coded correctly and ensure the acccuracy of your monthly accounts.

Financial Statements

Bi-monthly, we'll provide you with your Profit & Loss Statement, Cashflow Statement and Balance Sheet. We'll also show you how to find this info in Xero, in case you need it sooner. Of course if you have any questions, you can call us anytime.

Insights & Reporting

Included with your financial statements will be some really useable insights and interpretation of the data. We'll use the numbers to raise any red flags, or provide suggestions on how to optimise your growth.

Invoicing & Billing Support

We'll set up a process to ensure your invoices are raised in a timely manner, enabling you to get paid faster. We can set up re-curring invoices and work with you to resolve any invoicing queries you may have.

Companies Office Compliance

As a business owner, you need to keep your details updated at the Companies Office, and file annual returns with them. Another administrative burden we can take care of for you. If you are required to file AGM minutes with your return, we'll sort that out on your behalf as well.

GST Returns

Whether you're a bi-monthly or six-monthly filer, we'll calculate the GST Return, submit it to IRD and let you know your final position (refund or payment) with as much notice as possible.

Provisional Tax Support

We'll take care of your provisional tax calcualtions, lodgement and advise the payment amount with as much notice as possible.

PAYE & FBT Support

Employing staff does increase the tax return burdens, but not to worry, we can take care of calculating an dfiling your PAYE return, and we'll let you know how much to pay.

Payroll (up to 5 Employees)

Included in the package is payroll support for up to 5 employees, using our preferred software, Xero Payroll or Flexitime. If you currently use another payroll software, let us know and we'll see if we can support it.

Budgeting & Forecasting

As a business owner, forecasting your future sales and expenses, and working to a budget is important to grow your company and be successful. We'll work with you on your annual budget, and let you know when you're over budget. We'll also celebrate with you when you meet budget, WooHoo!

  • Pricing is reviewed after 6 months, to ensure you're on the package that meets your needs.
  • There's flexibility to change each package to suit your needs. If something doesn't quite fit, tell us. We'll provide a bespoke quote.
  • Packages are for work going forward. If you have overdue tax returns, or items to close out, we can provide a bespoke quote to sort out any issues before commencing our monthly pricing.
  • All packages include a Xero subscription relevant to your needs. If you'd like us to accomodate a transfer to Xero, or another software package such as MYOB or Quickbooks, simply let us know and we'll customise your package for you.
  • If you have more than one company, let us know and we'll modify an existing package to suit your needs.
  • Payroll support is based on Xero Payroll or Flexitime. Subscription to payroll software is not included in our pricing.

"Being able to work with the WooHoo Business team has basically changed my life. I'm so much less stressed about financial issues and constantly find I'm learning about it all which is really good."JackArtist

Ready to see how WooHoo can help your business grow?

Get in touch to talk with one our friendly experts and get a feel for how WooHoo can optimise your business. You'll never look back once you know your numbers the WooHoo way.

We'll become your new accountant. No need for a seperate bookkeeper, accountant, tax advisor or in-house accounts person; depending on the package that works for you, we'll handle all of it in one convenient place.

Yes if you're on Xero that's great, as we're a Xero partner. We'll review your existing setup and ensure it best meets your needs. If you're on another software, let us know and we'll create a bespoke package just for you.

We expect to complete the on boarding process within 5 days of receiving your signed engagement letter. During this time we'll be in touch with what additional information we may need, such as previous tax returns and accounts.

Yes. If you're not sure, give us a call or submit an enquiry form and we'll ask a few specific questions to determine the plan that suits your needs. We can even create a bespoke package combining the appropriate bits from all the packages.