fixed price plans.

pricing & packages.

Choose the plan that's right for you.

We have created structured packaged options to suit your regular business and investment needs, so we can provide real time advice anytime you need it.

Basics

Just starting out? Want to keep things simple? Let us keep you compliant and the red tape hassle.
$ 250 Monthly
  • Financial Statements
  • Income Tax Return
  • Quarterly Activity Statements
  • Annual payroll & PAYG Payment Summaries
  • Annual ASIC Company Statement (including payment of fee)
  • Support Queries

Basics +

Need a little more from us? Get expert business advice every quarter. All of your compliance needs taken care of.
$ 500 Monthly
  • Financial Statements
  • Income Tax Return
  • Quarterly Activity Statements
  • Quarterly Management Reports
  • Quarterly Virtual CFO Review (in person/online)
  • Annual payroll & PAYG Payment Summaries
  • Annual ASIC Company Statement (including payment of fee)
  • Support Queries

VCFO

Your virtual CFO. Monthly management reporting + advice as well as all your compliance needs taken care of.
$ 1,000 Monthly
  • Financial Statements
  • Income Tax Return
  • Monthly Management Reports
  • Monthly Virtual CFO Meeting (in person/online)
  • Monthly & Quarterly Activity Statements
  • Annual Payroll & PAYG Payment Summaries
  • Annual ASIC Company Statement (including payment of fee)
  • Support Queries
Popular

Add-ons

Is your package missing something? We also offer these services in addition:
POA custom quote only
  • Payroll Tax
  • Monthly Activity Statements (for Basics and Basics+)
  • Fringe Benefits Tax Returns
  • NSW Payroll Tax grants
  • Corporate secretarial documents
  • ATO payment arrangements

New business.

Set-up for Xero for new business. Complete set-up of Xero for a new business including banks feeds, account names, customised invoices and more.
$ 500 One off
  • Custom Chart of Accounts
  • Setup tracking categories
  • Setup bank accounts + feeds
  • Customise dashboard
  • Branded invoice template
  • Setup payroll
  • Issue logins for your team

Desktop to Xero.

Make the switch from your desktop software to Xero. Complete set-up of Xero, full payroll, opening balances, receivables/payables, bank feeds, user access and more!
$ 1,650 One off
  • Enter in opening balances
  • Import contacts
  • Custom Chart of Accounts
  • Setup fixed asset register
  • Setup tracking categories
  • Setup bank accounts + feeds
  • Customise dashboard
  • Branded invoice template
  • Setup payroll
  • Issue logins for your team
  • Conversion of current data from your current accounting system

Custom to Xero.

On a non-traditional desktop accounting software? We can still help you convert to Xero. Our team will manually convert your file across and have you up and running in no time.
POA
  • Enter in opening balances
  • Custom Chart of Accounts
  • Setup tracking categories
  • Set up bank accounts + feeds
  • Customise dashboard
  • Branded invoice template
  • Set up payroll
  • Conversion of your current data from your current accounting system

Small.

100 transactions + 5 employees
$ 300 monthly
  • Up to 100 bank transactions reconciled per month
  • Weekly payables management using Receipt Bank
  • Payroll for up to 5 employees (additional employees at $10/payslip)
  • Monthly P&L and Balance Sheet

Medium.

200 transactions + 10 employees
$ 600 monthly
  • Up to 200 bank transactions reconciled per month
  • Weekly payables management using Receipt Bank
  • Payroll for up to 10 employees (additional employees at $10/payslip)
  • Monthly P&L and Balance Sheet

Large.

300 transactions + 20 employees
$ 900 monthly
  • Up to 300 bank transactions reconciled per month
  • Weekly payables management using Receipt Bank
  • Payroll for up to 20 employees (additional employees at $10/payslip)
  • Monthly P&L and Balance Sheet

investment trusts.

Managing your shares, properties, capital growth investments, financial statements, tax return, minutes, distribution statements + Xero
$ 129 monthly
  • Financial Accounts
  • Income Tax Returns
  • Includes standard Xero subscription
  • Financial Statements
  • Distribution Statements
  • Minutes
  • Additional investor tools and reporting options are available

smsf.

SMSFs that want fixed cost reporting, flexibility of more options, full SMSF reporting, tax returns + audit
$ 300 monthly
  • Financial Accounts
  • Income Tax Returns
  • SMSF Reporting
  • Includes standard Class Super subscription
  • Additional investor tools and reporting options are available
  • External audit included

family trusts.

Family Trust that owns shares in a private company(s). Financial statements, tax returns, minutes and distribution statements + Xero
$ 99 monthly
  • Financial Statements
  • Tax Returns
  • Minutes
  • Distribution Statements
  • Include standard Xero Subscription

CFO for hire

Get a qualified CFO for your business without the hassle.
from $ 300 hourly
  • Budget setting
  • KPI development
  • Management reporting
  • Systems reviews
  • Business plan development + review

r&d tax incentive.

Has your business undertaken research & development activities? We can help you access the tax incentives.
from $ 4000 one off
  • Preparation and lodgement of your application to AusIndustry
  • All accounting work to identify eligible expenditures
  • Preparation of tax schedule to claim incentive
  • All correspondence with AusIndustry & the ATO

export grant.

Selling your product or service overseas? We can help you work with Austrade to claim EMDG.
from $ 3500 one off
  • Preparation and lodgement of grant application to Austrade
  • Assistance with Austrade’s audit process
  • Working closely with you to maximise your grant

after setup.

Unlimited post implementation support of your online suite of products and same business day response time guaranteed.
$ 550 monthly
  • All initial queries must be submitted by our screen recorder on our help desk to ensure quick response.
  • Priority support via Skype, email and phone
  • Xero
  • Xero Add Ons
  • Accounting Knowledge
  • 3 months are paid in advance

Xero support.

Support for your internal accounts team using Xero & add-ons using via our help desk and next business day guarantee.
$ 275 per month
  • All initial queries must be submitted by our screen recorder on our help desk to ensure quick response.
  • Support via our helpdesk only
  • Xero
  • Xero Add Ons
  • Accounting Knowledge
Popular

training.

How to effectively use your Xero suite. 4 hours online with your accounts team that you can record and reuse. 2 x 2 hour sessions
$ 1000 one off
  • online concentrated support for your team post setup
  • 1st session is a guided demonstration through your setup
  • 2nd session is Q&A on your usage of your setup
  • Xero
  • Xero Add Ons
  • Accounting Knowledge
  • All setups include ATO and ABR registrations

Easy engagement.

1. choose your package

Choose your package for your business or investment that suits your core compliance and advice needs.

2. customise your offering

Choose the ancillary services you need to go with your package i.e. bookkeeping, forecasting or support.

3. submit your draft proposal

Choose a base service offering from our standard packages above.

About our pricing.

fixed fees.

All your business taxes and reporting taken care of and your Xero subscription covered in a fixed monthly fee. Just choose the level of interaction with your accountant, monthly or quarterly. Simple.

no end of year bill.

Update your accounts weekly at a fixed price and keep a finger on the pulse of your business.

transparent services.

When you need answers or want advice on setting up, structuring, tax, systems, software, cashflow, finance, pricing, marketing and exit strategies. We offer advice on an ad-hoc or regular basis.

want to know more?

Do you have a question about our packages or services?  Send us a message using the form below or call us on 1300 102 606