Accounting & Taxation Packages

• 1 hour "Annual General Meeting"
• Year End Business Tax Return
• Personal Tax Returns
• Review of business situation
• Basic letter summary of business and KPI’s & comparisons to previous years
• Regular email updates and reminders

Think of this as the low-cost option that sees all of your compliance issues taken care of with a proactive accountant on stand-by. Ideal for the ‘starting out’ entrepreneur.

• All Basic package features
• Year End Financial Accounts including P&L statement, Balance sheet & depreciation report
• Annual general meeting for 1hr
• Plus Annual ASIC Compliance
• Plus Detailed letter summary of business KPI’s and comparison of previous years

You want the peace of mind knowing that the basics are being dealt with while you focus on building a performing business. Ideal for the small business who is ready to go ‘next level’.

• All Basic & Bronze package features
• Annual general meeting extended to 1.5 hrs
• Half yearly phone call to review busines
• One page business KPI’s of monthly targets, and 6-8 key figures of profit and loss.
• Plus other key numbers for business

Compliance is a given. You need your accountant as your virtual business partner, to advise, to listen and to ‘tell it how it is’. Ideal for the experienced entrepreneur with a performing business.

• All Basic, Bronze & Silver package features
• 2 hour Annual General meeting
• 1.5 Hour mid-year meeting
• Quarterly Financial Performance & Management Reports
• Quarterly phone call appointment

With meaningful monthly guidance and comprehensive ‘real-time’ performance reports, we’ll help you take your business to a whole new level. Our Platinum Package is for business owners who truly understand the importance of staying ahead of the competition.

• All Basic, Bronze, Silver & Gold package features
• 3 hour Annual General Meeting – Set key financial targets and projects for the year
• 1.5 Quarterly meeting to discuss business financial and performance projects
• Monthly phone appointment to review business and projects