Fees
Fees & engagement rates
Transparent starting rates for financial management advisory. Scope shapes the final fee — we confirm before work begins.
Rates below are guidance for New Zealand small businesses. Travel outside Auckland CBD may add a modest visit fee, confirmed up front. GST is added where applicable.
Monthly retainer for a standing review cadence, cash map updates, and mid-cycle check-ins. Typical first quarter includes setup sessions; ongoing months settle into a lighter rhythm.
Fixed-scope review of pricing, job costing, and contribution by product or service line. Deliverable is a written margin brief with three practical adjustments.
Two working sessions plus a 90-day scenario sheet covering sales dips, hire timing, and GST quarters. Extra scenarios quoted separately.
One deep session and a written drawing schedule that separates tax buffers, owner wages or drawings, and operating cash.
A focused half-day review of cash, receivables, and upcoming obligations. Useful between fuller stewardship retainers.
What influences the quote
- Number of bank accounts, entities, or locations
- Quality of existing bookkeeping (tidy files move faster)
- Whether we meet on Shortland Street or travel to your workshop
- Urgency around an upcoming GST or payroll crunch
We do not sell software subscriptions or tiered “Starter / Professional / Enterprise” plans. You pay for advisory time and written deliverables. Request a call and we will confirm a fee before the first paid session.