Our monthly
plans
An Ake plan is like having a super-organised, smart financial partner working behind the scenes in your business.
It means you can focus on the important things - whether it’s on the key actions needed to grow your business and wealth, or spending more time with whānau.
Whether you're a startup wanting peace of mind that your tax and compliance is sorted, a motivated business going for growth, or an established organisation needing advanced planning and analysis, Ake has a plan to drive your success.
Starter
For investors, start ups and early stage business.
Get peace of mind that your finances are in expert hands and build a stronger business with our package of tax and compliance tools.
Tax and Compliance Essentials:
Annual Financial Statements
Income Tax Returns
Tax Reminder Service
Quick Queries Service
ACC Business Account Management
Annual Accounts Review Meeting
Value Gap Analysis Report
✔️ 6 monthly Management Reports
From $295 + gst per month*
Plus Xero $20 - $133 per month
Growth
For businesses motivated to unlock their full potential.
Gain clarity, confidence and real momentum towards your goals with strategic planning, regular reporting and expert compliance and tax tools.
Tax and Compliance Essentials:
Annual Financial Statements
Income Tax Returns
Tax Reminder Service
Quick Queries Service
ACC Business Account Management
Annual Accounts Review Meeting
Value Gap Analysis Report
✔️ Quarterly Management Reports
✔️ Quarterly Accountability Meetings
✔️ 12 month Business Plan
From $695 + gst per month*
Plus Xero $20 - $133 per month
Premium
Scale in partnership with our expert team.
In-depth support, planning and analysis for businesses and seeking to accelerate growth or navigate a pivotal transition.
Tax and Compliance Essentials:
Annual Financial Statements
Income Tax Returns
Tax Reminder Service
Quick Queries Service
ACC Business Account Management
Annual Accounts Review Meeting
Value Gap Analysis Report
✔️ Monthly Management Reports
✔️ 12-month Business Plan
✔️ 12 month Budget & Forecast
✔️ Monthly Business Coaching
From $1295 + gst per month*
Plus Xero $20 - $133 per month
Add Ons +
Boost your plan and turns those goals into reality with an Add On. Our Add Ons are designed to clarify where you want to be, determine your best strategic moves, and then provide the crucial accountability you need to take action.
Group Business Coaching
$295 + gst per month
Gain the support of our expert team and a group of like minded business owners to make real progress towards your goals.
Individual Business Coaching
From $495 + gst per month
Intensive support to accelerate your growth, navigate a major transition or pivot your business in a new direction. Choose from weekly, monthly or quarterly sessions.
Personal Financial Planning
$195 + gst per month
Ideal for business owners seeking to improve financial discipline and continuously build towards a comfortable retirement.
Ready to get started? Book your discovery call
Let’s get started with a no-obligation quick kōrero with our team. We’ll talk through your business stage, needs and goals to determine the best plan for you.