Here’s your proposal

Your tailored service proposal is ready for review and acceptance.

In your proposal, you’ll find an outline of what we’ll do for you, the investment involved, and the next steps. Please take the time to review everything carefully and, when you’re ready, accept online.

Remember, nothing is final until you approve - so if you have any questions, we’re always happy to kōrero.

Tania-Rose Tamati and Matthew Davis - Ake founders and directors

A commitment to excellence

Real stories. Real results

What our clients say about working with Ake

Simple, transparent monthly plans - designed to unlock real results.

Our monthly plans give you consistent support, clear pricing, and proactive advice — so you can focus on running your business with confidence. Whether you just need help staying on top of compliance or want strategic guidance to move forward, there’s a plan to suit your stage and goals.

Below are our Plans for Business. If you are an Ahu Whenua Trust or Marae, we also offer plans specifically tailored to your governance, reporting, and long-term aspirations.

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

  • Annual Accounts Review Meeting

  • Value Gap Analysis Report

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✔️ 6 monthly Management Reports

From $295 + gst per month*

Plus Xero $20 - $133 per month

Add Business ACC Account Management to the Starter Plan for $180 + gst per year

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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

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✔️ 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

plus sign in a blue circle

✔️ 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.

1:1 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.

Wealth Creation Roadmap

From $195 + gst per month

Ideal for business owners seeking to improve financial discipline and build towards a comfortable retirement.

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Your Onboarding Experience

Thinking of partnering with us? This is what you can expect.

Meet Our People

A team that understands your journey

Led by Tania-Rose Tamati (Ngāti Maniapoto, Ngāti Tūwharetoa, Te Atihaunui-a-Pāpārangi) and Matthew Davis, our team brings together strong financial expertise and real-world experience. We’ve worked in governance roles, as Trustees, and as business owners, giving us a practical understanding of the challenges our clients face.

This perspective allows us to offer thoughtful, grounded advice that goes beyond the numbers. We work flexibly - whether through a quick phone call or an in-person hui - to ensure you feel supported, and well-equipped for long-term success.

Ngā Uara | Our Values

At Ake, our values sit at the centre of how we work, how we relate to others, and the impact we want to have.

We focus on building genuine relationships and working alongside our clients, taking the time to understand what matters most to you. This helps us support clear, well-informed decisions and a balanced path toward your goals. If our values resonate with you, we’d love to work together.

  • Core Value - Trust

    Building trusted, strong relationships with our clients.

    Building trust to gain respect and develop our integrity.

  • Core Value - Excellence

    Committing to excellence in everything we do.

    Setting high standards for ourselves to deliver excellence for our clients.

  • Core Value - Impact

    Creating generational change for our community, clients and team.

    Making a meaningful difference and creating a ripple effect. Empowering the whole whānau.

  • Core Value - Nurture

    Breathing the mana into manaaki.

    Instilling mana in each other and our clients.

  • Core Value - Balance

    Achieving mind, time and financial freedom.

    All things in balance:achieving our goals and aspirations, enjoying life and spending time with whānau.

Questions about your proposal?

We know that choosing the right accountant or advisor is an important decision. Please give us a call or email if you have any questions at all - we’re here to help.