PKF Bay of Islands

Accountants and business advisers

Service Plans

Step Up Programme

Adding Value

The Step Up Programme will add value to your team by providing what you need in order to manage and grow your business.

Regular cash-flow monitoring, management reporting, budgeting and graphical analysis; all designed to help you take proactive steps to develop and grow your business.

There are three steps within the Step Up Programme. Each step builds on the previous one and includes more advanced processes to help build financial health in your business. Don't fee limited; we can customise any of the steps to meet your particular requirements. 

First Steps

Control your business
Simple compliance to meet your GST and Income Tax needs

  • Xero costs
  • GST Preparation
  • Income Tax
  • Cashflow Reporting
  • Statutory Minutes
  • Annual Meeting
  • Phone & email support for processing and cashflow queries

    Contact us to find out more

Stepping Up

Know your business

With regular Management reporting, develop your understanding of Financial Management and work towards building financial health

  • First Steps PLUS:
  • Budget preparation
  • Key Performance Indicators
  • Tax Review
  • Dashboard Reporting
  • Two meetings annually

    Contact us to find out more

Stepping Out

Grow Your Business
Develop business forecasting and analysis strategies to actively build your business

  • Stepping Up PLUS:
  • Strategy Session
  • Annual Business Plan
  • Quarterly Meetings
  • Phone & email support for budgeting and analysis queries

    Contact us to find out more


Get In Touch

For more information on how our services can help your business get in touch.

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