What We Do

• Annual Income Tax Returns - (businesses, investment trusts, individuals)
• Business Activity Statements
• Tax Planning - (know in advance your income tax position and plan accordingly)
• Business Consulting and Advisory - (quarterly catch up meetings, budgets, cashflow forecasts)
• Retirement planning and SMSF's
• ​Business succession planning

	Standard - From $150 monthly	Plus – From $300 monthly	Premium – contact us
COMPLIANCE
Annual Financial Statements	ü	ü	ü
Annual Income Tax Return	ü	ü	ü
Quarterly BAS review and lodgement	ü	ü	ü
Annual ASIC Company Statement	ü	ü	ü
BUSINESS ADVISORY
Annual tax planning and meeting	X	ü	ü
Unlimited phone/email support	ü	ü	ü
VIRTUAL SBE CFO
Annual budget and meeting	X	X	ü
Q1 Management reports and meeting	X	X	ü
Q2 Management reports and meeting	X	X	ü
Q3 Management reports and meeting	X	X	ü

 

Standard – This will suit a Sole Trader who does their own bookkeeping but wants the GST and BAS reviewed along with year-end tax return services.
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Plus – This will suit a small business with a business structure.

If you require bookkeeping we have a number of bookkeeping partners that we can refer you to – please contact us to discuss.

If you are unsure which package suits your business best or would simply prefer to be charged annually, please contact us for a chat or coffee. 
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​We can customise any of the above packages to suit your requirements.