Starter Package

From $280 plus GST per month

• Includes:

• Quarterly BAS preparation and lodgement

• Annual tax return & financials

• Annual minutes & resolutions

• 1 personal tax return 

• Reminders for tax lodgements

• 
  

Professional Package

From $310 plus GST per month

• Includes:

• Quarterly BAS preparation and lodgement

• Annual tax return & financials

• Annual minutes & resolutions

• 1 personal tax return 

• Reminders for tax lodgements

• Accounting Setup or Training

• ASIC Compliance

• Limited Phone Call Support (1 per month)

Premium Package

From $385 plus GST per month

• Includes:

• Quarterly BAS preparation and lodgement

• Annual tax return & financials

• Annual minutes & resolutions

• 1 personal tax return 

• Reminders for tax lodgements

• Accounting Setup or Training

• ASIC Compliance

• Unlimited Phone Call Support

• Annual Tax Planning

• Annual Payroll Finalisation

Starter Package

From $370 plus GST per month

• Includes:

• Quarterly BAS preparation and lodgement

• Annual tax return & financials

• Annual minutes & resolutions

• 1 personal tax return 

• Reminders for tax lodgements

• 
  

Professional Package

From $490 plus GST per month

• Includes:

• Quarterly BAS preparation and lodgement

• Annual tax return & financials

• Annual minutes & resolutions

• 1 personal tax return 

• Reminders for tax lodgements

• Accounting Setup or Training

• ASIC Compliance

• Limited Phone Call Support (1 per month)

• Annual Tax Planning

• Annual Payroll Finalisation

Premium Package

From $615 plus GST per month

• Includes:

• Quarterly BAS preparation and lodgement

• Annual tax return & financials

• Annual minutes & resolutions

• 1 personal tax return 

• Reminders for tax lodgements

• Accounting Setup or Training

• ASIC Compliance

• Unlimited Phone Call Support

• Annual Tax Planning

• Annual Payroll Finalisation

• Quarterly 1-hour meeting

Starter Package

From $160 plus GST per month

• Includes:

• Annual tax return & financials

• Annual minutes & resolutions

• 1 personal tax return 

• Reminders for tax lodgements

• 
  

Investor Package

From $230 plus GST per month

• Includes:

• Quarterly BAS preparation and lodgement

• Annual tax return & financials

• Annual minutes & resolutions

• 1 personal tax return 

• Reminders for tax lodgements

• Accounting Setup or Training

• ASIC Compliance

Premium Package

From $310 plus GST per month

• Includes:

• Quarterly BAS preparation and lodgement

• Annual tax return & financials

• Annual minutes & resolutions

• 1 personal tax return 

• Reminders for tax lodgements

• Accounting Setup or Training

• ASIC Compliance

• Unlimited Phone Call Support

• Annual Tax Planning

• 
  

Bookkeeping setup

From $300 plus GST

• This may include....

• Setting up a Xero accounting file with a standard chart of accounts

• Assisting with connecting your file to your Bank 

• Setting up Hub Doc for capturing your receipts and storing accounts payable

• Setting up your invoice template

• Setting up payroll for employees 

Reporting package

From $2,500* plus GST - initial setup

• This package may include....

• Setting up the template for your customised financial report for your business, that integrates with XERO or MYOB. This includes designing management reports that report actual vs budget; KPIs; custom picked financial ratios etc.

Setting up a 3-way forecasting template that can be run on a monthly or quarterly basis, including cashflow forecasting

• NOTE - Under this package, you are handed over access to the software to manage. We can provide further customisation as you require.

*Estimate does not include monthly access to the software estimated to be $40 each file

Outsourced CFO

From $650 (monthly) or

$900 (quarterly) plus GST*

• We start with the "Reporting package" or "Budgeting Package" and then add....

Preparing the monthly or quarterly reports for you, including taking into account revised forecasts as required

A quarterly or monthly meeting with you and/or the board

Phone calls and emails as needed - we are here for you!

*The "Reporting Package" fee is charged in addition to the monthly fee quoted. The estimate does not include the monthly access to the software estimated to be $40 each file