Whether you need monthly touchpoints or quarterly deep dives, Advivo’s service programs give you the financial leadership, clarity, and structure to move forward with confidence.
Great businesses don’t wait until the end of the year to look at their numbers. Our Monthly and Quarterly Service Programs keep you in control, with the right insights at the right time, so you’re always ready for challenges and opportunities.
Ensuring your accounting needs are met.
from
$750
per month (incl. GST)
Plus your Xero and key software subscriptions all bundled into new, easy to manage, monthly program price.
Manage your cash flow with easy monthly payments. Cancel anytime with no penalties!
Supporting you to drive business growth.
from
$1100
per month (incl. GST)
Plus your Xero and key software subscriptions all bundled into new, easy to manage, monthly program price.
Includes Developing program.
from
$4950
per month (incl. GST)
Plus your Xero and key software subscriptions all bundled into new, easy to manage, monthly program price.
Includes Developing and Growing programs.
Great businesses don’t wait until the end of the year to look at their numbers. Our Monthly and Quarterly Service Programs keep you in control, with the right insights at the right time, so you’re always ready for challenges and opportunities.
We take businesses to the next level with:
Frequency
– Trustee profit or dividend resolutions for trading entity as appropriate
– Month‑end close: monthly review, error correction and phone call discussion on this as required.
– Additions/disposals, monthly/quarterly depreciation runs
– Asset Loan Interest Bank Rules
– P&L – Detail
– Balance Sheet – Detail
– Free Cash Flow (historical)
– Budget v. Actuals (prior month and same month prior year)
– 13mth P&L
– Aged Debtors
– Aged Creditors
– Compliance Due dates
– Personalised Compliance Snap Shot
– Executive Summary
– KPI dashboard & trend analysis (revenue, margins, overheads, cash burn)
– Covenant Compliance Monitoring
– Specialised Industry Reporting
– Board ready commentary
All plans include proactive reminders, plain‑English explanations, and direct access to your accountant.
Leon was incredibly helpful and knowledgeable. Nothing was to much trouble to him. He is easy to contact if you need an answer quickly and he always get back to you. I got a great outcome. I would thoroughly recommend Leon.
Very pleased with the excellent customer service that Eric has provided to us. Could not have asked for anymore, Eric was very professional and is also very knowledgeable in his role.
Leon is amazing and extremely helpful. His knowledge really helped me to build my business and figure out what suits the best. Leon and his team are always approachable and supportive! A great team to work with.
Share your business goals and challenges.
Monthly or Quarterly, based on your needs.
We set up your dashboards, reports, and first session.
With ongoing clarity and leadership at your side.
Includes all the features and benefits of Developing and Growing Program plus:
Includes all the features and benefits of Developing Program plus:
