Plans & Pricing

Get smart advice now for a beautiful financial future.

Find the perfect plan designed for you

We’ve put together below a choice of packages for you to give you an idea of what you can expect in terms of our services and pricing. Our packages are designed to make your financial life easier. Each business is different, so we cater our plans to suit your needs.

'Red-Tape'

from $150+GST per month

We take care of the annual tax headache, help free up your time on the paperwork, and spend time helping you grow your business.

  • Xero Software
  • Annual Financial Statements
  • Income Tax Returns
  • BAS Returns
  • Tax Management liason with ATO
  • ASIC Annual Statement Lodgement
  • One (1) meeting per year
  • FREE brief phone calls
  • UNLIMITED emails
Book your consultation

Growth

from $350+GST per month

If you want regular dashboard reporting and frequent conversations about growing your business – as well as sorting out the basic tax requirements.

  • Xero Software
  • Annual Financial Statements
  • Income Tax Returns
  • BAS Returns
  • Tax Management liason with ATO
  • ASIC Annual Statement Lodgement
  • Two (2) meeting per year
  • Tax Planning Advice in April/May
  • Quarterly Spotlight
  • Management Reports
  • FREE phone calls
  • UNLIMITED emails
Book your consultation

Virtual CFO

from $750+GST per month

For people who know the advantages of quality advice on a regular basis and want comprehensive reporting – leading to a larger business value!

  • Xero Software
  • Annual Financial Statements
  • Income Tax Returns
  • BAS Returns
  • Tax Management liason with ATO
  • ASIC Annual Statement Lodgement
  • Four (4) meeting per year
  • Tax Planning Advice in April/May
  • Monthly Spotlight Management Reports
  • Annual Strategic Planning - 'One-Page Plan'
  • Annual Budget Cashflow + Reforecasting
  • FREE phone calls
  • UNLIMITED emails
Book your consultation

XERO Setup & Training

from $500 to $1,000+GST upfront

Xero is the world’s No. 1 online accounting software. Ask us why. We’re an Australian Xero Silver Partner! This means we’re the logical choice to help you set up and get running with Xero.

XERO Setup
XERO Training

Not sure which plan suits you best?

Talk to one of our experts.

We can tailor our services to ensure that not only is your structure in tune with your personal goals but also tax effective in the modern competitive business world. Let's get in touch, your first consultation is on us!