Structure setup

From $750 plus approx. $2,200*

• Initial meeting to discuss your business plans and help you decide what structure may work for your new business.

• Our assistance with setting up the structure including TFN and ABN applications.

• *This fee is charged by a third part provider setting up a discretionary trust with a corporate trustee plus a trading company. This is an approximate and will change depending on the structure. Price includes GST

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 

Budgeting package

From $1,200 plus GST

• This package may include....

• Initial workshop regarding your business finances

• Reviewing costing for products or services with you

• Budget setting

• Preparing a 3-way forecast of Profit and Loss, Balance Sheet and Cashflow

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Quarterly services package

From $500 plus GST per quarter 

• This package may include....

• Phone and email support

• Quarterly bookkeeping file reconciliation

• Quarterly BAS preparation and lodgement

• Quarterly dashboard showing your business performance

Monthly services package

From $600 plus GST per month

• This package may include....

• Phone and email support

• Monthly bookkeeping file reconciliation

• Quarterly BAS preparation and lodgement

• Monthly IAS lodgement*

• Monthly dashboard showing your business performance

Weekly services package

From $220 plus GST per week

• This package may include....

• Phone and email support

• Weekly bookkeeping

• Quarterly BAS preparation and lodgement

• Monthly IAS lodgement*

• Monthly report incl. P&L and Balance Sheet

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 $590 plus GST per month*

• 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

The extras

Ask us for a quote on:

Payroll tax lodgements

• Payroll processing

• Invoicing

• Accounts receivable collection

• Anything else you think of!

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