All our packages are fixed fee allowing you to plan for your tax & advisory costs with certainty.

We are a Xero based practice, meaning you must be using Xero to use our services. We also provide assistance in changing accounting packages and have a library of free Xero resources to help you learn the software.

Established

Established small businesses who only require assistance meeting ATO compliance requirements

  • Unlimited telephone support on accounting & tax queries (excludes formal tax advice on complex matters)
  • Monthly newsletter with latest business and tax updates
  • Preparation of annual income tax return
  • Preparation of financial report
  • Preparation and lodgment of quarterly BAS returns
  • Annual tax planning meeting
  • Annual ASIC solvency minutes - companies only (excludes payment of annual ASIC filing fee)

Growth

Ideal for new businesses or businesses wanting to grow, this package include meetings and additional consulting services aimed at managing cash flow

  • Unlimited telephone support on accounting & tax queries (excludes formal tax advice on complex matters)
  • Monthly newsletter with latest business and tax updates
  • Financial forecast and budget
  • Dashboard - Interactive with multiple data sources
  • Quarter management reports & meetings
  • Preparation of annual income tax return
  • Preparation of financial report
  • Preparation and lodgment of quarterly BAS returns
  • Annual tax planning meeting
  • Annual ASIC solvency minutes - companies only (excludes payment of annual ASIC filing fee)

Large

Suits established businesses with a large turnover and many employees, we assist you with the numerous compliance obligations and provide you with monthly advice to meet strategic objectives

  • Unlimited telephone support on accounting & tax queries (excludes formal tax advice on complex matters)
  • Monthly newsletter with latest business and tax updates
  • Fringe Benefits Tax annual return preparation
  • Annual payroll tax preparation (additional States incur additional fees)
  • Financial forecast and budget (three way model)
  • Dashboard - Interactive with multiple data sources
  • Monthly management reports & meetings
  • Preparation of annual income tax return
  • Preparation of financial report
  • Preparation and lodgment of quarterly BAS returns
  • Preparation and lodgment of monthly IAS returns
  • Annual tax planning meeting
  • Annual ASIC solvency minutes - companies only (excludes payment of annual ASIC filing fee)
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