Packages
Our Packages
Click on the package that suits your requirements, or we can tailor a plan as per your needs –simply talk to us
Tax Ace
Best for start-ups and Small Businesses
$200 – $300
-
Who’s it for:
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Low Levels of Complexity
-
Simple Tax Planning
-
1-3 Employees
-
What’s Included
-
Year End Accounts
-
Income Tax Return
-
Annual Review Meeting
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Quarterly GST returns
-
Income Activity Statement
-
Quarterly Management Reporting
-
Tax Strategy and Planning
-
Review Meetings
-
Business Health Check
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Budgeting
-
Cash Flow Monitoring
-
Process Improvement
-
Ratio Analysis
Tax Pro
Small Businesses
$300 – $500
-
Who’s it for:
-
Mid Level Complexities
-
More Transactions & Accounts
-
3-7 Employees
-
What’s Included
-
Year End Accounts
-
Income Tax Return
-
Annual Review Meeting
-
Quarterly GST returns
-
Income Activity Statement
-
Quarterly Management Reporting
-
Tax Strategy and Planning
-
Review Meetings (6 Monthly)
-
Business Health Check (6 Monthly)
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Budgeting
-
Cash Flow Monitoring
-
Process Improvement
-
Ratio Analysis
Popular
Business Master
Established Businesses
$500 – $900
-
Who’s it for:
-
Increased Complexity
-
Higher Levels of Transactions
-
7+ Employees
-
What’s Included
-
Year End Accounts
-
Income Tax Return
-
Annual Review Meeting
-
Quarterly GST returns
-
Income Activity Statement
-
Quarterly Management Reporting
-
Tax Strategy and Planning
-
Review Meetings (Quarterly)
-
Business Health Check (Quarterly)
-
Budgeting
-
Cash Flow Monitoring
-
Process Improvement
-
Ratio Analysis
STARTER
$
250
p/m
- Transaction categorisation (Monthly)
- Receipt and expense management (Monthly)
- Xero subscription (Starter pack only)
- Hubdoc subscription included
- Bank account reconciliation (Monthly)
- Reconcile credit cards (Limit of one card)
- Prepare financial reports (Monthly)
- Business Activity Statement (Quarterly)
- EOFY tax package
- Xero setup (Custom)
- Payroll (Custom)
- Old information conversion to Xero (Custom)
MEDIUM
$
350
p/m
- Transaction categorisation (Fortnightly)
- Receipt and expense management (Fortnightly)
- Xero subscription (Starter pack only)
- Hubdoc subscription included
- Bank account reconciliation (Monthly)
- Reconcile credit cards (Limit of one card)
- Prepare financial reports (Monthly)
- Business Activity Statement (Quarterly)
- EOFY tax package
- Xero setup (Custom)
- Payroll (Custom)
- Old information conversion to Xero (Custom)
PRO
$
600
p/m
- Transaction categorisation (Weekly)
- Receipt and expense management (Weekly)
- Xero subscription (Starter pack only)
- Hubdoc subscription included
- Bank account reconciliation (Monthly)
- Reconcile credit cards (Limit of one card)
- Prepare financial reports (Monthly)
- Business Activity Statement (Quarterly)
- EOFY tax package
- Xero setup (Custom)
- Payroll (Custom)
- Old information conversion to Xero (Custom)
Starter
Best for start-ups and Small Businesses
$150 – $250
-
Who’s it for:
-
Low Levels of Complexity
-
Simple Tax Planning
-
1-3 Employees
-
What’s Included
-
Transaction categorisation (Monthly)
-
Receipt and expense management (Monthly)
-
Xero subscription (Starter pack only)
-
Hubdoc subscription included
-
Bank account reconciliation (Monthly)
-
Reconcile credit cards (Limit of one card)
-
Prepare financial reports (Monthly)
-
Business Activity Statement (Quarterly)
-
EOFY tax package
-
Xero setup (Custom)
-
Payroll (Custom)
-
Old information conversion to Xero (Custom)
Tax Pro
Small Businesses
$250 – $450
-
Who’s it for:
-
Mid Level Complexities
-
More Transactions & Accounts
-
3-7 Employees
-
What’s Included
-
Transaction categorisation (Fortnightly)
-
Receipt and expense management (Fortnightly)
-
Xero subscription (Starter pack only)
-
Hubdoc subscription included
-
Bank account reconciliation (Monthly)
-
Reconcile credit cards (Limit of one card)
-
Prepare financial reports (Monthly)
-
Business Activity Statement (Quarterly)
-
EOFY tax package
-
Xero setup (Custom)
-
Payroll (Custom)
-
Old information conversion to Xero (Custom)
Popular
Business Master
Established Businesses
$450 – $650
-
Who’s it for:
-
Increased Complexity
-
Higher Levels of Transactions
-
7+ Employees
-
What’s Included
-
Transaction categorisation (Weekly)
-
Receipt and expense management (Weekly)
-
Xero subscription (Starter pack only)
-
Hubdoc subscription included
-
Bank account reconciliation (Monthly)
-
Reconcile credit cards (Limit of one card)
-
Prepare financial reports (Monthly)
-
Business Activity Statement (Quarterly)
-
EOFY tax package
-
Xero setup (Custom)
-
Payroll (Custom)
-
Old information conversion to Xero (Custom)
How It Works
Discovery
Learning about your business
In our first free consultation, we talk to you and understand your business. We figure out who does what, when deliverables are due, and how the pieces fit together in the mechanism of your business. While asking a lot of questions may seem like overkill, this step really allows us to dive into your business.
Review
Understand the requirements
Do you already have an accounting file setup? We will look at your accounting system, review your current setup, and uncover any outstanding issues. This is when we start to set our game plan in motion.
Ready
We get going!
We review over our notes, take your accounting file into consideration, and create a customised plan that addresses all your accounting needs. We do not like giving surprises so, if needed, we will give you an updated proposal. Once you sign the proposal, we will hit the ground running.
