Our Services

MurraySharma & Associates Packages
(Layered Benefit Package System to help you progress from a Startup business to an Elite Enterprise)
*Note: If you find a package that you like, but don’t require all the services in it, please contact us, and we’ll tailor that package price for you accordingly.
Services available	Startup Compliance Package	Growth Package	Accelerated Growth Package	Elite Enterprise Package
Core Tax Compliance
Income tax returns filed (IR3, IR4, IR6, IR7) (Provisional & terminal tax calculations)	✔	✔	✔	✔
GST returns prepared & filed (2-monthly or 6-monthly cycles only)	✔	✔	✔	✔
End-of-year Financial Statements	✔	✔	✔	✔
We deal with IRD directly for your filing	✔	✔	✔	✔
Growth Tools
Monthly reports		✔	✔	✔
Quarterly meetings		✔
Budgets & cashflow forecasts		✔	✔	✔
Accelerated Growth Tools
Annual Business Planning Day (Establishing your short-term & long-term financial goals)			✔	✔
Bi-monthly meetings			✔
KPI tracking			✔	✔
Tax Planning & Optimization (especially needed if you own & pay tax for more than one business)			✔	✔
Elite Enterprise Tools
Full business development support (All services listed above)				✔
Monthly meetings				✔
Financial management				✔
Risk management				✔
Wealth creation				✔
Always Included
Unlimited 5-10 min phone calls	✔	✔	✔	✔
Price (per month; prices excluding GST; Xero or MYOB monthly software cost included)	$295	$550	$1050	$2250

Add-on & Other Services
(Not included in packages, but can be added on top of your selected package)
Payroll: (Payday filing & Employer returns)	1 Employee = $25 per month Every additional employee = +$5 per employee (For example, 3 employees = $25 + $5 + $5 = $35 per month)*
Rental Property	1 property = $650 Every additional property = +$250 per property (For example, 3 properties = $650 + 250 + 250 = $1,150)*
Trust Administration	Year book = $50 per month, or $600 annually
*Note: All prices excluding GST

Get in touch

Head Office – 5 Rata Street, New Lynn, Auckland 0600, New Zealand