Service Plans

Plan One

Ideal for small businesses with less than 50 transactions per month, who are just wanting the basics and do not require invoicing.

Accounting software subscription and support (Xero, BankLink, MYOB Live or CCH iBizz)
Annual accounts
Annual meeting to review business performance
Annual tax return filed
Bank Reconciliation
Email and phone support
End of year accounts, financials and documentation
GST Reporting & lodging with ATO
Income Tax Assessment/Return for ATO
Income tax reminders
Income Tax Return and Provisional Tax Management
Income Tax returns prepared and filed
ATO management
Preparation of an annual budget
Profit & Loss Report
Regular newsletters
Tax payment reminder service
Year-end business, tax and budgeting advice

Get Started

Plan Two

Great for small to medium sized businesses with less than 200 transactions per month. We can help you improve performance and develop your business so you can focus on what you do best.

Accounts Payable
Accounts Receivable
Annual profit & cash flow plan
Annual tax plan
Assistance with business KPIs
Bi monthly business performance reports
Face to face annual business review
GST preparation and review
Income Tax Return and Provisional Tax Management
Monthly tax and business alerts
Online monthly transaction review
Regular review of your online transactions and performance feedback
Regular updates & advice on tax and business issues
Reporting on Accounts Payable & Accounts Receivable
Six monthly Business performance reviews and KPI meetings with a partner
Six monthly meeting with your accountant to review business
Statutory company and trust administration

Get Started

Plan Three

If you’re serious about growing your business then this plan is for you! We will provide you with regular advice and guidance to enable your business to grow.

Annual budget and cash flow
Annual Strategic Review
Cash flow forecast
Detailed performance graphs and reports
Monitoring of cash flows and budgets
Monthly business review
Monthly financial reports
Monthly performance dashboard
Monthly profit reports
Monthly tax budgeting advice
Monthly business advisory / KPI meeting
Preparation and filing of annual tax return
Preparation and filing of GST, PAYE and FBT returns
Quarterly business performance reports
Quarterly meeting to review business
Regular management and financial reports
Strategy formulation and monitoring

Get Started

Rental Plan

Perfect for property investors. Let use up your time by taking care of the essentials to ensure your investment is tax effective and compliant with property tax laws.

Full set of year-end financial statements
Preparation and filing of annual tax return
Year-end business, tax and budgeting advice
ATO management
Tax payment reminder service
Software subscription
Regular Business Newsletters
End of year Income Statement
End of year financials and documentation prepared
Income tax returns prepared and filed
Accounting software
Email and phone support
Regular tax and business alerts

Get Started