BUSINESS: BASIC
from $200 per month (+ GST)
Suitable for the new startup where help is needed with the basics.
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Annual financial statements preparation
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Tax returns preparation & lodgement
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Tax planning review (in April/May)
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Annual BAS lodgement
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Annual reconciliation
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Monthly Xero subscription*
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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.
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Monthly Xero subscription*
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Quarterly BAS lodgement
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Quarterly management reports
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Annual financial statements preparation
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Tax returns preparation & lodgement
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Annual ASIC company review^
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Annual business valuation indicator
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Annual budget creation
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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.
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Monthly Xero subscription*
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Monthly management reports
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Monthly digital dashboard & KPI report
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Monthly Activity Statement lodgement
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Quarterly Meeting with principal
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Cash Flow and Financial modelling
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Annual financial statements preparation
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Tax returns preparation & lodgement
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Annual payroll & group certificates
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Annual tax planning
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Annual ASIC company review^
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Annual business valuation indicator
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Annual budget creation
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5 support queries each month
BUSINESS: CUSTOM
from $POA (+ GST)
Custom packages tailored to cater to your specific requirements
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Xero Setup
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Conversion to Xero from legacy systems
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Business Structure setup
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Business Registrations & licences
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Group of companies/trust
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Complex tax scenarios
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Business valuations
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Process reviews and improvement
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Reporting structures
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Capital raising
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Investment decisions
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Complex payroll
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Due diligence and acquisitions
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Business plans