Our Packages

  1. Packages

We have developed tailored and organized packages to suit your daily business and investment needs and can provide real-time guidance anytime you need it.

Bookkeeping

Small

Just starting out? Want to keep things simple? Let us keep you compliant and the red tape hassle.

  • Up to 75 bank transactions reconciled per month
  • Weekly payables management
  • Payroll for up to 2 employees (additional employees at $10/payslip)
  • Monthly P&L and Balance Sheet
  • Full month-end processing to ensure accurate reporting

$399

/ Month
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Medium

Need a little more from us? Get expert business advice every quarter. All of your compliance needs taken care of.

  • Up to 150 bank transactions reconciled per month
  • Weekly payables management
  • Payroll for up to 5 employees (additional employees at $10/payslip)
  • Monthly P&L and Balance Sheet
  • Full month-end processing to ensure accurate reporting

$699

/ Month
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Large

Your virtual CFO. Monthly management reporting + advice, as well as all your compliance, needs to be taken care of.

  • Up to 300 bank transactions reconciled per month
  • Weekly payables management
  • Payroll for up to 15 employees (additional employees at $10/payslip)
  • Monthly P&L and Balance Sheet
  • Full month-end processing to ensure accurate reporting

$960

/ Month
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ACCOUNTING AND TAX

Small

Just starting out? Want to keep things simple?Let us keep you compliant and the red tape hassle

  • Financial Statements
  • Income Tax Return
  • Quarterly Activity Statements
  • Annual payroll & PAYG Payment Summaries
  • Annual ASIC Company Statement

$250

/ Month
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Medium

Need a little more from us? Get expert business advice every quarter. All of your compliance needs taken care of.

  • 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

$480

/ Month
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Large

Your virtual CFO. Monthly management reporting + advice, as well as all your compliance needs taken care of.

  • 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

$970

/ Month
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Add-ons

Is your package missing something? We also offer these services in addition

  • Payroll Tax
  • Monthly Activity Statements (for Basics and Basics+)
  • Fringe Benefits Tax Returns
  • NSW Payroll Tax grants
  • Corporate secretarial documents
  • ATO payment arrangements

CUSTOM QUOTE ONLY

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ADVISORY

CFO for hire

Get a qualified CFO for your business without the hassle.

  • Budget setting
  • KPI development
  • Management reporting
  • Systems reviews
  • Business plan development + review

$250

/ Month
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R&D tax incentive

Has your business undertaken research & development activities? We can help you access the tax incentives.

  • 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

$3950

/ One-Off
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Export Grant.

Selling your product or service overseas? We can help you work with Austrade to claim EMDG.

  • Preparation and lodgement of a grant application to Austrade
  • Assistance with Austrade’s audit process
  • Working closely with you to maximise your grant

$3400

/ One-Off
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AUDIT

Trust Audit

We Can Do Trust Audit for Real Estate Agents, Resident Letting Agent, Motor Dealer Field Agent, Auctioneer, Chattel Auctioneer, Business Brokers, Solicitor And Accountants

$550

/ Onwords
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Not For Profit Audit Review

As per the law, the State Governments and Federal Government bodies might require funded charities to provide Audit Review of the financial statements.

  • Registered Charity with income less than $250k-No Audit review required but can get the Financial Statements reviewed by our CPA’s.
  • Registered Charity with income over $250K to $1 Million can choose either full Audit or Audit review by CPA
  • We can assist you in your Audit Review through our CPAs

$650

/ Onwords
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Forensic Audit

We deliver expert accounting reports and testimony across a diverse range of commercial litigation, family law, estate disputes, and insurance litigation matters. The early engagement of our forensic accountants will ensure your business identifies loss comprehensively and reliably, with evidence efficiently sourced and collated.

  • Provide Evidence And Expert Opinion In High-Profile Disputes And Investigations
  • Detect And Investigate Instances Of Fraud, Bribery, Corruption And Other Employee Misconduct
  • Trace Assets, Investigate Flow Of Funds And Reconstruct Accounting Information
  • Quantify Losses Or Damages For Parties In A Dispute
  • Value Businesses In The Context Of Litigation

$600

/ Onwords
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INVESTMENT

Investment Trusts

Managing your shares, properties, capital growth investments, financial statements, tax return, minutes, distribution statements + Software

  • Financial Accounts
  • Income Tax Returns
  • Financial Statements
  • Distribution Statements
  • Minutes
  • Additional investor tools and reporting options are available

$109

/ Month
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SMSF

SMSFs that want fixed cost reporting, the flexibility of more options, full SMSF reporting, tax returns + audit

  • Financial Accounts
  • Income Tax Return
  • SMSF Reporting
  • Additional investor tools and reporting options are available
  • External audit included

$270

/ Month
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Family Trusts

Family Trust that owns shares in a private company(s). Financial statements, tax returns, minutes and distribution statements + Software

  • Financial Statements
  • Tax Return
  • Minutes
  • Distribution Statements

$89

/ Month
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SOFTWARE SETUP

New Business

Setup for Software for new business. Complete setup of Software for a new business, including bank, feeds, account names, customized invoices, and more.

  • Custom Chart of Accounts
  • Setup tracking categories
  • Setup bank accounts + feeds
  • Customise dashboard
  • Branded invoice template
  • Setup payroll
  • Issue logins for your team

$450

/ One-Off
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Desktop to Software

Make the switch from your desktop software. Complete setup of Software full payroll, opening balances, receivables/payables, bank feeds, user access, and more!

  • 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

$1600

/ One-Off
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Software

On a non-traditional desktop accounting software? We can still help you convert to Software Our team will manually convert your file across and have you up and running in no time.

  • 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

POA

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