Packages

Good Books Plan

Stay in the ATO’s good books and enjoy peace of mind knowing the necessary compliance is taken care of.

Includes:

  • Preparation of annual financial statements and tax return
  • Annual ASIC compliance
  • Quarterly BAS preparation
  • Telephone and email support

FROM $400+GST PER MONTH

Freedom Plan 

Enjoy peace of mind knowing the necessary compliance is taken care of in addition to receiving up-to-date tax advice and additional business support. Giving you the freedom to make the right strategic decisions for your business.

Includes:

  • Preparation of annual financial statements and tax return
  • Annual ASIC compliance
  • Quarterly BAS preparation
  • Annual financial goal setting and review meeting
  • Quarterly management report and feedback via email
  • Proactive tax planning prior to 30 June
  • Telephone and email support

FROM $500+GST PER MONTH

Knowledge is Power Plan

With added strategic value and complete visibility of your finances, you can make smart financial decisions while enjoying the peace of mind, knowing the necessary compliance is taken care of, in addition to receiving up-to-date tax advice and regular business support.


Includes:

  • Preparation of annual financial statements and tax return
  • Annual ASIC compliance
  • Quarterly BAS preparation
  • Quarterly management reports
  • Quarterly face-to-face soundboard and strategy meetings
  • Quarterly tax estimation and planning
  • Proactive tax planning prior to 30 June
  • Unlimited email and telephone support

FROM $700+GST PER MONTH

Xero setup and training

Setup includes:

  • Creation of Xero file
  • Setup of custom chart of accounts and loading of opening balances where necessary
  • Customisation of Xero
  • Setup of bank accounts and automatic bank feeds
  • Setup of user logins
  • Setup of Xero payroll and employees

FROM $600+GST

Training includes:

  • Bank reconciliation
  • Assistance with the creation of ‘bank rules’ for auto coding in bank reconciliation
  • Invoicing
  • Bills
  • Payroll

FROM $600+GST PER MONTH

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