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
✔️ 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
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.
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.
Your Onboarding Experience
Thinking of partnering with us? This is what you can expect.
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We start with a Proactive Accounting Meeting:
You tell us about yourself and your business.
We show you how we work with our clients.
We ask you some key questions:
What are your goals and values?
Are we a good fit?
How can we tailor our support to you?Description text goes here
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You sign up!
We request and receive what we need from your previous accountant.
We meet for a client onboarding meeting.
We set our mutual expectations.
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We get to know you, your team and your business.
We get your books up to date and iron out any historical creases.
We answer your questions.
Add on a Wealth Creation Plan* - to get you from now to where you want to be.
*Extra service if identified as being of value to your success.
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It’s time to clarify your vision, direction and goals:
Create a 12-month business plan with quarterly goals and actions.
Start with the end in mind.
Establish training and support needs
Best practice from the get go!
*Extra service if identified as being of value to your success.
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Now that you’re settled in with us, we undertake the extra services that will help you unlock real progress towards your goals.
Cashflow Forecast.*
Accounting Systems Review.*
Tax Planning.*
Business Coaching.*
Organisational Review.*
*Extra service if identified as being of value to your success.
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It’s time for you to review our performance:
How are your numbers stacking up?
How’s our service been?
Online check-in.
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It’s time to celebrate your wins and meet with us for your annual Complimentary Client Review:
Reset key strategies.
Adjust goals and redefine what success looks like.
Analyse how to use your time most effectively.
Revise training & support needs.
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.
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Building trusted, strong relationships with our clients.
Building trust to gain respect and develop our integrity.
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Committing to excellence in everything we do.
Setting high standards for ourselves to deliver excellence for our clients.
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Creating generational change for our community, clients and team.
Making a meaningful difference and creating a ripple effect. Empowering the whole whānau.
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Breathing the mana into manaaki.
Instilling mana in each other and our clients.
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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.