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Business

Business

Each business is unique, so we make sure we get to know you and your business in order to provide you with the best accounting and tax services. We offer different business packages, enabling you to choose the right one to suit your financial needs, and there are no surprises with our fixed monthly fees. Plus, you also have the option of upgrading or downgrading your Accounting & Tax plan to meet your needs.

We help you handle your financial accounts and income tax returns so you can work on the bigger picture



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Sole Trader



Perfect for the contractor or micro business.

$50/mo+gst

Income Tax Return

Profit & Loss Reports

Annual Tax Planning Meeting

Telephone Support



Optional Add-on:

Accountability Program

$95 /mo +gst

Risk and Value Drive Assessment (RAVDA)

Better Business Workshop (SWOT Analysis + Action Plan)

Quarterly Accountability Meetings





Quarterly Accountability Meetings

Compliance


Annual compliance for your business, plus proactive advice.

$150/mo+gst




Xero Grow subscription (RRP $75) or BYO accounting software

Annual financial statements

Income Tax Returns

Tax Planning Meeting

STP (Single Touch Payroll) Finalisation

Telephone Support

Optional Add-on:

Accountability Program

$95 /mo +gst

Risk and Value Drive Assessment (RAVDA)

Better Business Workshop (SWOT Analysis + Action Plan)

Quarterly Accountability Meetings






On Track


Advice every quarter, with all your tax and ASIC requirements taken care of.

$300/mo+gst


Xero Grow subscription (RRP $75) or BYO accounting software

Annual financial statements

Income Tax Returns

Annual business strategy meeting

Quarterly management reports

Quarterly business advisor meetings

Quarterly activity statement lodgement

KPI development and analysis

Annual tax planning meeting

Annual budget creation

STP (Single Touch Payroll) Fina

ASIC administration plus filing fee paid ($310)

Telephone Support



POPULAR

Growth

Your business CFO every month for those serious about growth.

$500/mo+gst


Xero Grow subscription (RRP $75) or BYO accounting software

Annual financial statements

Income Tax Returns

Annual business strategy meeting

Monthly management reports

Monthly business advisor meetings

Monthly activity statement lodgement

KPI development and analysis

Annual tax planning meeting

Annual budget creation

Submit annual group certificates

ASIC administration plus filing fee paid ($310)

Financial modelling

Complete business review

Telephone Support

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