Service Packages

Accounting & Consulting Packages

We help you with complete solution packages to suit your stage of business, giving you a clear & current view of your business & keep you feeling in control.

Each package outlined below is tailored specifically for your business financial essentials, including day to day bookkeeping, payroll, BAS, Annual Tax Returns & any other compliance needs. A monthly direct debit is used to benefit your cashflow.

Consulting Packages on a monthly or quarterly reporting basis are available to reach your goals faster. The consulting package includes income, expense & cashflow budgets. Review & analysis meetings to discuss the results in straight forward, understandable terms. Mediation with banks and ATO on your behalf

Get in touch to find out how we can make a difference for you and your business.

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LEVEL 1 : Established Business (4-15+ years)

You have been working hard at your business for many years & can get the job done blindfolded!

NOT DONE YET PACKAGE – Continue growing your business, team & profits.

THE RIGHT BALANCE PACKAGE – You’ve hit the sweet spot & are happy to contine at this level of business but need help to maximise the profit to make sure you are well compensated for your time & effort.

LETS WRAP UP PACKAGE – Ready for a change? It can take 12-24 months to get to get your business into premium shape for sale. We can prepare the financials for the best price, plan for the best tax outcomes & get you set for a big payday.

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LEVEL 2 – Growth Business (1-5 years)

You have significant experience but are currently in the danger zone – 60% of Small Business’ fail in the first 3 years.

Professional help will make all the difference to your success.

GROWTH PACKAGE – You are ambitious with your growth and profit goals.

SLOW & STEADY PACKAGE – Your are happy with your current rate of business and aren’t in a hurry.

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LEVEL 3 – Start Up Business (1-18 mths)

This is a very exciting & sometimes frustrating time. Professional help can smooth the journey and help you move to a Growth Business quicker.

GROWTH PACKAGE – You are ambitious with your growth & profit goals.

GROWTH & TEAM PACKAGE – You are growing your business & a team for the first time. There are expensive mistakes you want to avoid & we can make sure you are well prepared.

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LEVEL 4 – Set Up Business

Congratulations, you are ready to step out on your own!

A professional business set up will give you a huge advantage.

We have an effective One -off Business Set up Package ensuring you have all of the right elements in place.

In addition to registrations, accounts & systems set up, we provide you with information, software training & a business plan.

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Helping you get them most from your Business at all stages of Growth

In addition to handling your day to day bookkeeping & tax needs, we’ll work with you to create budgets & cash flow forecasts to suit your current situation & growth ambitions.

MONTHLY CONSULTING PACKAGE – Recommended for ‘Not Done Yet’ & ‘Growth’ Packages.

QUARTERLY CONSULTING PACAKGE – Recommended for ‘Right Balance’, ‘Wind Up’ & ‘Slow & Steady’ Packages.

ANNUAL TAX PLANNING – A one-off annual planning meeting prior to year end to make recommendations for annual tax saving actions before June 30. This package is the minimum Financial Consulting Package

Consulting packages are only available for clients with Accounting packages (Level 1-3), as this structure leads to the maximum benefit for you & your business.

No Stand Alone Consulting will be offered.

We’re also on hand to answer any of your questions as your business develops.

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