We take businesses to the next level with:
- People who genuinely care and who are always available to talk with you.
- Work delivered as agreed, on time, every time.
- Proactive business advice and accounting, empowering management decisions with knowledge and insights.
- No surprise packaging and pricing, supporting cashflow and proactivity. See below.
- Regular contact (phone, video or face-to-face); review and monitoring of your financial results, strategic objectives, and recalibrating as required to deliver peace of mind and the desired outcomes. You will always know where your business is at.
- Continuous improvement processes, financial resources, education sessions and tools saving you time.
Our Monthly Service Programs
Developing
Ensuring your accounting needs are met.
- Expert accounting and compliance management.
- Strategic planning and forecasting.
- Program delivered monthly with support.
Manage your cash flow with easy monthly payments. Cancel anytime with no penalties!
Features
- Free initial consultation – ensuring a mutual fit
- Hassle free exit from your previous accountant – we take care of everything
- Monthly quality assurance review and health check
- Monthly management reports – including cash flow!
- Monthly phone appointment – ensuring progress towards your financial goals
- Annual and monthly budget prepared and forecasted
- Monthly interest, depreciation and instant asset write off maintenance
- Annual strategic tax planning
- Collaboration and support from your accountant
- Brief phone queries anytime during business hours
- BAS/IAS preparation and lodgement
- Annual business financial statements
- Annual business income tax return
- Up to 2x individual tax returns
- Annual Trustee profit or dividend resolutions for trading entity if needed
- Annual ASIC Registered Office/Agent – we will perform ASIC’s mandatory annual review
- Invitation and priority seating to our business growth seminars and client workshops
- Free subscription to our important updates and newsletter service
Pricing
from
$550
per month (incl. GST)
Plus your discounted Xero and Receipt Bank Subscriptions all bundled into one, easy to manage, monthly program price.
MOST POPULAR
Growing
Supporting you to drive business growth.
- Monthly Business Pulse Report™ with quarterly mentoring to help achieve your goals.
- Proactive strategic guidance.
Includes Developing program.
Features
Includes all the features and benefits of Developing Program plus:
- Quarterly financial reviews and business growth mentoring meeting where a senior member of our team will provide progress advice and strategic guidance
- Premium monthly Business Pulse Report – all the essential information needed to monitor progress, including custom KPIs specifically tailored for your business
Pricing
from
$990
per month (incl. GST)
Plus your discounted Xero and Receipt Bank Subscriptions all bundled into one, easy to manage, monthly program price.
Soaring
Working together as your business partner.
- Limited spaces available!
- Strategy focused.
- High intensity program to drive success.
- Monthly accountability/progress meetings.
Includes Developing and Growing programs.
Features
Includes all the features and benefits of both our Developing and Growing Programs plus:
- Annual 1/2 day strategic planning sessions – to ensure you’re heading in the right direction
- 3 Way Future Fitness Report – Forecasts for P&L, Balance Sheet and Cash Flow Reports
- Monthly accountability meetings – to review progress and update/pivot as appropriate.
- Ongoing fixed asset register maintenance
- Consolidated group wealth and risk review – to ensure your personal goals are on track
Pricing
from
$4,950
per month (incl. GST)
Plus your discounted Xero and Receipt Bank Subscriptions all bundled into one, easy to manage, monthly program price.
Specialist Services
Hassle Free Bookkeeping and Payroll
- Ensure your records are always up to date and accurate, allowing for the full benefits of our monthly service programs, with constant real time data
- Save on unnecessary costs
- Fixed Pricing on application
Automation & Integration of Systems
- Cloud accounting and digital transformation
- Xero, Receipt Bank, Hubdocs
- BigCommerce, ShipIT, DEAR Inventory
- Capsule, SimPro, Deputy and more
- Pricing on application
SMSF Solutions
- Managing your SMSF needs
- For simple or complex funds, monthly administration
- Streamline, hassle free processes
- Real time reporting
- Expert accounting advice to ensure tax minimisation and SMSF compliance.
- Pricing on application
