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.

Sole Trader

Perfect for the contractor or micro business.

$70/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

Compliance

Annual compliance for your business, plus proactive advice.

$290/mo +gst

  • Standard Xero (RRP $70) 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
Popular

On Track

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

$610/mo +gst

  • Standard Xero (RRP $70) 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

Growth

Your business CFO every month for those serious about growth.

$1040/mo +gst

  • Standard Xero (RRP $70) 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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