Services
Click Each Package To View Inclusions
Core 1 – Accounting & Tax Package Tiers
| Plan | Essentials | Growth (Most Popular) | Scale |
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Starting Fee (ex. GST)
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From $400/month
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From $600/month
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From $1,500/month
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BAS & IAS Lodgement
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Tax Return & Financials
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ASIC Compliance |
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Dedicated Accountant |
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Annual Tax Planning
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CGT, FBT, Payroll Tax
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1x Annual Tax Meeting
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General Advisory
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Access to Specialists
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3x Annual Meetings
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Partner Mobile Access
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Monthly Performance Reports
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Budget vs Actual Tracking
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Cash Flow Forecast (12-week)
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Email Support from email being received |
2 Working Days
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1 Working Days
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6 hours
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Core 2 – Bookkeeping Packages
Ongoing support to streamline your finance function with clarity, accuracy & automation.
| Plan | Essentials | Growth (Most Popular) | Scale |
|---|---|---|---|
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Starting Fee (ex. GST)
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From $400/month
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From $700/month
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From $1,200/month
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Bank & Credit Card Reconciliation
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Chart of Accounts Maintenance |
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Email Support |
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Allocate/Categorize Transactions
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Digital Receipts Management
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Bookkeeping Setup (One-Time)
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Monthly P&L + Balance Sheet
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Aged Payables/Receivables Reports
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Sales & Receivables Tracking |
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BAS Preparation & Review
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Payroll (Optional)
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$25/employee/mo |
$25/employee/mo |
$25/employee/mo |
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Payroll Setup & Processing
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PAYG, Super, STP Compliance |
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Invoicing Entry (AP/AR) |
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Quarterly Review Meeting |
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Assigned Bookkeeping Manager |
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Supplier Payments & Payables Mgmt |
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Customised Financial Reports |
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Business Process Mapping |
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Full System Integration Setup |
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Ad-hoc Support & Strategic Bookkeeping |
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Direct Access to Senior |
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Advisor |
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Core 3 – Business Advisory Packages
Clarity, Control & Growth through CFO-Led Strategic Advisory
| Plan | Growth Advisory (Most Popular) | Executive CFO |
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Starting Fee (ex. GST)
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From $3000/month
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From $6,000/month
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Monthly Performance Reports
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Budget vs Actual Tracking |
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Cash Flow Forecast (12-week)
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Rolling 12-Month Financial Forecast
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KPI Dashboard (Custom Setup)
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Cost & Margin Anaysis
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Monthly Advisory Meeting
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Strategic Planning Quarterly
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CFO Sprint Calls (As Needed)
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Exit/Acquisition Planning |
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Accounting & Tax Scale Package Included |
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