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Business Development Services & Packages

Leslie & O'Donnell Ltd are a great team of Number Crunchers and are here to help with all your Compliance needs keeping up to date with Inland Revenue requirements.  

But.....   We have so much more to offer with a knowledgeable team and clever tools to help you set goals, plan for your future and grow your business.  

Our Service Packages below are an indication of how we can design packages to suit your needs.   We are also able to price the services specific to you and agree to a monthly fee,  if this is what you prefer to help cash flow.  

Talk to us today about how we can help you Plan for a Prosperous Future.

Rental & Investment

Year End Compliance for simple Rental & Investment clients.

Plan Includes:
 End of year Financial Accounts
Income tax returns
Inland Revenue management
Tax payment reminder service

Essentials

Year End Compliance for Small Businesses.

Plan Includes:
 End of year Financial Accounts
Income tax returns
Inland Revenue management
Tax payment reminder service
Annual face to face business review

Focus

More than Compliance offering an Annual Review & Strategic Plan so you know where to focus in the year ahead.

Plan Includes:
 End of year Financial Accounts
Income tax returns
Inland Revenue management
Tax payment reminder service
Annual face to face business review
Annual profit & cash flow plan
Annual tax plan
Annual strategic review

 

Growth

Includes all the necessary plus making a strategic plan and preparing Quarterly Management Reports Analysis to see how you are tracking and help you grow your business.

Plan Includes:
 End of year Financial Accounts
Income tax returns
Inland Revenue management
Tax payment reminder service
Annual face to face business review
Annual profit & cash flow plan
Annual tax plan
Annual strategic review
Quarterly business review

Coach

Dealing with the Essentials plus Monthly management and performance reporting, meetings, and as your business coach, holding you  accountable to the goals that we set together.

Plan Includes:
 End of year Financial Accounts
Income tax returns
Inland Revenue management
Tax payment reminder service
Annual face to face business review
Annual profit & cash flow plan
Annual tax plan
Annual strategic review
Online monthly transaction review
Monthly business performance reports
Monthly performance dashboard
Monthly business review
Monthly business improvement alerts

Add ons

These are services we can provide for you as required that can be an add-on to your Service Agreeement. We can agree a fee as part of your package or you can choose to be invoiced as the Services are required based on time spent.

Add ons Includes:
 GST processing & filing
Payroll
Monthly Debtor Management
Software Assistance
Xero Fees
Banklink Fees
Bookkeeping Services
Debt Collection
Company Administration
Trust Administration
Monthly Creditor Management