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INDIVIDUAL

 
from $99 + GST

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We can prepare your tax return and assist you in planning for the years ahead

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BUSINESS: BASIC

 
from $200 per month (+ GST)

 

Suitable for the new startup where help is needed with the basics.

 

  • Annual financial statements preparation

  • Tax returns preparation & lodgement

  • Tax planning review (in April/May)

  • Annual BAS lodgement

  • Annual reconciliation

  • Monthly Xero subscription*

  • 2 support queries each month

 

 

 

 

BUSINESS: PLUS

 
from $350 per month (+ GST)

 

Suitable for small business that needs a little more assistance to manage growth and complexities.  

 

  • Monthly Xero subscription*

  • Quarterly BAS lodgement

  • Quarterly management reports 

  • Annual financial statements preparation

  • Tax returns preparation & lodgement

  • Annual ASIC company review^

  • Annual business valuation indicator

  • Annual budget creation 

  • Three support queries each month

BUSINESS: CFO

 
from $800per month (+ GST)

 

Suitable for established complex business requiring best possible financial information to make business decisions.

 

  • Monthly Xero subscription*

  • Monthly management reports

  • Monthly digital dashboard & KPI report 

  • Monthly Activity Statement lodgement

  • Quarterly Meeting with principal 

  • Cash Flow and Financial modelling

  • Annual financial statements preparation

  • Tax returns preparation & lodgement

  • Annual payroll & group certificates

  • Annual tax planning 

  • Annual ASIC company review^

  • Annual business valuation indicator

  • Annual budget creation 

  • 5 support queries each month

 

BUSINESS: CUSTOM

 
from $POA (+ GST)

 

Custom packages tailored to cater to your specific requirements

 

  • Xero Setup

  • Conversion to Xero from legacy systems

  • Business Structure setup 

  • Business Registrations & licences 

  • Group of companies/trust

  • Complex tax scenarios

  • Business valuations

  • Process reviews and improvement

  • Reporting structures

  • Capital raising

  • Investment decisions

  • Complex payroll

  • Due diligence and acquisitions

  • Business plans   

 

BOOKKEEPING

 
from $POA per month (+ GST)
 

Tailored bookkeeping solutions for your business.

 

  • Monthly Xero subscription

  • Personalised periodical visit

  • Paperless payables

  • Debtor & bank management  

  • Reconciliations

  • Payroll

  • Cash flow management

  • Process reviews and improvement

 

 

 

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