New Zealand EOY Consulting Services

We are now taking bookings for New Zealand end of financial year (EOY) consulting services for Access Attaché Accounts, Access Attaché Payroll and Access Attaché PRO. Using an experienced consultant to complete your EOY ensures you finalise the year properly and start the new financial year in a clean and tidy way.

Early Bird bookings close 14 March 2025. 
Bookings will remain open until 24 March.

Choose a fixed-price package
Add the optional extras that suit your needs
Book now

EOY Fixed-price Package

All prices in dollars and exclude GST.

 Would you like to explore how FlexPoints can provide you with consulting services, including your EOY, at no initial cost? It's a more intelligent and economical way to access the services you need. 

  • Final Pre EOY Archive of Live data
  • Create History Company
  • Restore last archive into History Company
  • Validate History company data
  • History Company User Access (turn users off/on being able to open company)
  • EOY Rollover
  • Delete terminated employees

Inclusions (Payroll)

Exclusions 

  • NZ ESCT Rate Analysis & Update
  • Attaché Software Upgrade (no upgrades required for Attache PRO)
  • Accounts Housekeeping - Delete transactions and documents for all modules. Inactive masterfile record available. 
  • ODBC Connections to History Company
  • Clearview data Deleting

Not all Excluded services are available during your End of Year appointment, and may be scheduled before / after. 


  • Check unallocated BAS & unposted GL 
  • Save Aged Trial Balance & General Ledger Trial Balance reports
  • Check EOP / EOY not completed
  • Final Pre EOY Archive of Live Data
  • Create History Company
  • Restore last archive into History Company
  • Validate History company data
  • History Company User access
  • EOY Rollovers
  • Archive Live Company for starting year

Inclusions (Accounts)

Attaché BI Standard Company Cost - $375* (Per appointment) 

OR

Attaché BI Large Company Cost - $750* (Per appointment)

OR

Attaché PRO Cost - $250 (Per appointment) 

AND, if required:

Additional BI Attache Company Cost - $250 (Per additional company at the same appointment)

Analysis of earnings and application of rate change, as required. To be completed prior to first pay for April 2025.

NZ ESCT Rate Analysis & Update

0 - 11 Employees - $125

11-75 Employees  - $250

76 +   Employees  - $375

Software Upgrade 

$315

Attache Server upgrade to latest version (Not available during EOY Appointment but available before 15th March and after 15th April)

Service Add-ons

About EOY Services


  • Please review pricing & packages available via our website first, then complete the booking form for a consultant to complete your End of Year Process.
  • The final price is based on the answers provided and an email confirming this final price and acknowledgement of your booking will be sent within 72 hours of your booking form being received. Bookings can only be accepted from the online booking form.
  • Final appointment details will be emailed before 24th March 2025.
  • Booking requests submitted before March 14 will receive a 10% Early Bird Discount.  
  • Attaché Cloud Hosted clients will receive a 10% discount off all EOY Services
  • Our EOY Service assumes that you have completed all reconciliations and balancing, including but not limited to:
    • Reconciliation of subsidiary modules to General Ledger
    • Bank Reconciliation
    • Reconciliation to Super companies/clearing house
    • Reconciliation to ATO for PAYG paid
    • Any other internal / external reconciliation process
      If you would like assistance with these matters, please contact 
      attache.services@theaccessgroup.com
  • Make sure to check EOY service inclusions and exclusions. Some exclusions are available as an add-on service during the online booking service and others are available pre or post EOY via email request (attache.services@theaccessgroup.com).
  • Our EOY Service standard company cost* is applicable for the first Attaché Accounts and/or first Attaché Payroll company to be processed at each appointment. Additional Attaché companies completed at the same appointment will be charged the additional company price PER Attaché Company. Payroll Companies and Accounts Companies are charged as Standard Service for each (even if in the same Attaché company setup).
  • Standard company* is applicable for the first Attaché Accounts and/or first Attaché Payroll company to be processed at each appointment. 
  • Large Company* is defined, for Accounts as 10+ users, and for Payroll 200-999 employees. 

    Note: Companies with more than 1000+ employees will be contacted after the Booking Form is received to determine requirements and pricing. 

  • Additional Attaché companies completed at the same appointment will be charged the additional company price PER Attaché Company. Payroll Companies and Accounts Companies are charged as Standard Service for each (even if in the same Attaché company setup).

  • The booking form is separated into different appointment requirements. Therefore, please update details for each separate appointment required (You will be asked at the outset how many appointments you require)

    • If you require Payroll and Accounts to be completed at the same appointment, please update as one appointment only (Note that even though completed at one appointment, Payroll and Accounts are charged as separate standard packages).
    • If you require different modules (Customers, Suppliers, GL, Payroll) or different Attaché Companies to be processed on different dates, please enter these as a separate appointment for each different date.
    • If Payroll and Accounts modules will be ready at different times and this timing is more than 2-3 days apart, please list Payroll and Accounts modules at different/separate appointments to allow flexibility for our consultants schedules. The price does not differ if they are completed at the same or different appointments.
    • When selecting the last Date that processing will occur, ensure you select the date that all modules selected for this appointment will be finished by. (we will not schedule your appointment until AFTER this date)
  • Attaché Software Upgrade - includes upgrading Attaché Server, Attaché application and Attaché Workstation on the server. Workstation components are not included, but can be added. Software Upgrade will be completed separately to your EOY appointment.
  • Pre and Post-EOY Follow-up Consulting: At times, your consultant may suggest additional consulting to fix issues or make improvements to your system. These are optional and will be charged separately at our normal consulting rates (quote can be provided). Follow Up Consulting appointments are not available from 25th March to 15th April due to EOY commitments.  


     

How to Book

Early Bird bookings close 14 March. We schedule appointments based on first in, first served so if you have a particular date/time or preferred consultant, we recommend you book early.   

Once scheduling is complete, our team will be in touch via email with confirmed appointment details. Whilst we will do our best to accommodate your requests, we ask that you be flexible to ensure we can fulfil all client requirements.

Bookings close 24 March 2025.

Please complete the EOY booking form, which includes details about your datasets so we can schedule time accordingly.

The Access Group. All Rights Reserved. 2013 - 2025

Early Bird Discount 10%

Book before 14 March to receive a 10% discount off your service fee, and receive priority date & time allocation. 

10% Discount

Attache Cloud Hosted 10% Discount

10% Discount

If you are hosted on our Attache Cloud, you will receive a 10% discount off your service fee. 

Discounts and Additional Charges

Terms and conditions

  • All prices quoted exclude GST and will be invoiced upon booking.
  • All EOY appointments will be completed remotely.
  • Our consultant may require administrative access or have your IT administrator on hand during EOY processing, data cleansing and software upgrades
  • Additional consulting time spent providing services that are not listed in the package will be charged at the EOY premium rate of $265 per hour.
  • Cancellations and rescheduling: If you need to cancel or reschedule your appointment, please ensure you give us 24 hours’ notice so you avoid a cancellation fee. Note that rescheduling is only available to the extent of consultants’ availability.