Packages that are right for you and your business

Spending way too much time on your books and not enough time on improving your business?

As forward-thinking Accountants, we understand the need have access to real-time data, so we can provide advice, based on the most current up to date information available.

Running your business on the Cloud:

  • Enables work to be done regularly on your data in the same file as you
  • Saves time on your bookkeeping so you can work on improving your business
  • Enables monitoring of critical business information from anywhere at any time to help you make better business decisions

Service Packages

We work on your business monthly, keeping you on track and up to date.

Compliance

  • XERO Subscription
  • Receipt Bank or Hubdoc Subscription
  • Dedicated Advisor
  • Regular Bookkeeping
  • Payroll
  • Preparation & Lodgement of Activity Statements
  • Annual Financial Statements Preparation
  • Tax Return Preparation & Lodgement
  • ASIC Annual Company Management
  • Unlimited e-mail and Phone Support
  • Annual Performance Review Meeting

Advice Plus

  • XERO Subscription
  • Receipt Bank or Hubdoc Subscription
  • Dedicated Advisor
  • Regular Bookkeeping
  • Payroll
  • Preparation & Lodgement of Activity Statements
  • Annual Financial Statements Preparation
  • Tax Return Preparation & Lodgement
  • ASIC Annual Company Management
  • Unlimited e-mail and Phone Support
  • Annual Tax Planning
  • Annual Budgets Prepared and Monitored Quarterly
  • Quarterly Management Reports
  • Quarterly Business Performance Review & Strategy Meeting

Virtual CFO

  • XERO Subscription
  • Receipt Bank or Hubdoc Subscription
  • Dedicated Advisor
  • Regular Bookkeeping
  • Payroll
  • Preparation & Lodgement of Activity Statements
  • Annual Financial Statements Preparation
  • Tax Return Preparation & Lodgement
  • ASIC Annual Company Management
  • Unlimited e-mail and Phone Support
  • Annual Tax Planning
  • Annual Budgets prepared and Monitored Monthly
  • Monthly Management Reports
  • Monthly Business Performance Review & Strategy Meetings
  • Annual 12 Month Cashflow Forecasting and Monitoring
  • Annual Strategic Planning Meeting
BONUSES INCLUDED Compliance Advice Plus Virtual CFO
Annual Business and Personal Needs Review Free Free Free
Loan Comparison Review Free Free Free
Regular e-mail Newsletter Free Free Free
BUSINESS ENHANCEMENT SERVICES Price
Strategic Planning Session P.O.A.
Customer Advisory Board P.O.A.
Business Performance Review P.O.A.
Business Succession Plan P.O.A.
Business Valuation Report P.O.A.
Wealth “LifePlan” P.O.A.

All services above can be “mixed and matched”. Please contact us for a discussion about your circumstances!

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