Not-for-profit Accounting Services

Optimise your impact with the right financial advice

Not-for-profits and charities have a distinct challenge compared to for-profit organisations: finding the balance between costs of their core operation, versus directing resources towards their intended impact. Good financial management is critical for demonstrating this impact to stakeholders. Our experience in this area enables us to assist you, and work collaboratively with you to ensure that your organisation meets all reporting requirements (management, statutory and for funding purposes).

Let's work together

Annual Advisor

Compiling your annual reports to ensure compliance with the appropriate reporting requirements (Charities Act and/or Incorporated Societies Act).
From $150 per month
  • Annual financial statements
  • Income tax return (if required)
  • Collation for audit
  • Budget preparation
  • Email and phone support

Monthly Advisor

Get senior-level accounting support without relying on more costly in-house resourcing and ensure that timely information is produced.
From $280 per month
  • Annual financial statements
  • Income tax return (if required)
  • Collation for audit
  • Budget preparation
  • Email and phone support
  • Monthly online transaction review
  • GST returns
  • Customised dashboard for KPIs
  • Preparation of financial reports for Board Meetings

Add-on Payroll Services

Administering your wages is time consuming and complex. Let us take care of this for you with monthly payroll support
From $120 per month
  • Payroll processing
  • PAYE, Kiwsaver & leave processing
  • Monthly IRD filing
  • Administration of incentive schemes, bonuses and termination payments

Getting started

We believe that success comes through collaboration, so before we can get started, here’s what we need from you:

  • A meeting with you to determine the services that are required
  • Access to your online accounting and/or payroll software
  • Complete our required onboarding information

Working together

Our proactive approach relies on your commitment to assist us, including:

  • Providing a responsive key contact for queries
  • Keeping up to date with tax obligations
  • Providing us with all necessary information as requested
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Need additional accounts administration support?

Learn about our Bookkeeping and Secretarial support plans.

Services that work for the way you do business

Our monthly plans are designed around your requirements, ensuring you’re getting everything you need, without paying for services you don’t. Reach out to chat to our team, tell us more about the support you’re looking for, and we’ll create a tailored plan to suit your goals.