About two minutes. You don't pay anything on this page.

Let's get you started

The reporting window is 1 July – 31 August. There are no extensions.

NZ$249 — Report Pack. Everything to file this year's annual report properly yourself: your formatted answers, the full working paper behind them, a click-by-click filing walkthrough, deadline reminders and email support while you file. Enough on its own.
NZ$595 — Compliance Pack. Everything in the Report Pack, plus your s.58 risk assessment, s.57 programme and CDD register written for your firm — plus your live compliance workbook (Excel — registers pre-filled, a checklist of your year), a working-tools guide, your s.56 compliance-officer designation record, letter and declaration templates, and your compliance calendar (.ics). With 12 months of email support and regulatory-change alerts. Delivered within one working day of payment.
NZ$995 — Done-with-you. Everything in the Compliance Pack, plus review with a chartered accountant, a working session to finalise it, and this year's annual report prepared and filed with you. After the first year, staying compliant is NZ$495 a year or NZ$49.95 a month.
No GST — we're not GST-registered. Launch pricing, confirmed in writing before any invoice issues · full terms.

Led by a chartered accountant — CA ANZ member, qualified twenty years, across NZ practice, UK audit and government finance.

Not sure whether you're captured, or which you need? Pick "not sure" below — we'll tell you straight, and we won't invoice you for anything you don't have to do. Tried the free annual-report tool yet? Your scorecard tells you which of these you actually need.

1. Your firm Company or firm name *

NZBN if you have it handy Sector * Every sector named below is built and priced. If your business is none of them, choose "Something else" — we reply with scope and a price instead of taking payment.

Your name * Email *

Phone Region

How many people work in the firm? including you

2. Where you're up to

Answer these honestly rather than optimistically — "no" and "not sure" are completely normal answers and they don't cost you anything. They just tell us how much there is to do.

Do you currently have a written risk assessment and AML/CFT programme? Have you filed an annual report before? Which would suit you? not binding — we'll confirm Anything else we should know?

3. Terms

The short version — the full terms take about three minutes and are worth reading:

Flat fees — NZ$249 Report Pack, NZ$595 Compliance Pack, NZ$995 done-with-you. No GST: we aren't GST-registered. Launch pricing, confirmed in writing before any invoice issues.
Report Pack and Compliance Pack: paid up front; delivered within one working day of payment; refundable until generation begins.
Done-with-you: 50% to begin and 50% on approval, before anything is delivered or filed. Ongoing service afterwards is NZ$495 a year or NZ$49.95 a month.
Drafts are watermarked DRAFT and stay ours until they're paid for. Nothing is filed before payment.
We prepare, you approve. You review every document and you attest to the report. Nothing is filed until you've confirmed it.
We work from what you tell us. We don't audit or verify it, and we can't.
This is not legal advice and not an assurance engagement.
We don't act as your AML/CFT compliance officer. That role sits with a person your firm appoints under section 56.
If we wrote your programme, we can't also be the independent auditor of it. We'll say so up front and help you find someone else.
Get us your answers by 15 August if this year's report is in scope — the window closes 31 August and it doesn't move.
Your legal obligations stay yours. Engaging us doesn't move them.

I've read and accept the terms of engagement *

Nothing is charged by this form. On the two self-serve packs you get a payment link on the next screen and by email; on done-with-you the link is for the 50% start payment and the balance is invoiced on your approval; on "advise me" we talk first.

Just want your annual report answers? Use the free tool →