SERVICES

Which Services Do You Need?

Our comprehensive services take you from where you are now to where you want to be. Book your free consultation with us today.

Business Advisory Services

With our Business Advisory Services, you work one-on-one with a dedicated financial expert one-on-one to automate the collection and evaluation of important business data, translate that data into clear reports, help you set realistic goals and the steps needed to reach them, while keeping you on track and accountable.

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Accounting & Tax

Tired of scrambling at tax time? Tired of fees and penalties and poor cash flow? We ensure you have up-to-date and accurate financial accounts so you can predict cash flow, save money, and meet your BAS and ATO commitments.

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Bookeeping & Xero

No more data entry or playing catch-up! We set you up with Xero; a cloud-based accounting software that not only lets you access your books anywhere, it saves time, minimises errors, and is instantly updated with every transaction. We also set you up with Receipt Bank to automate your data entry process.

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SMSF Set Up & Management

Take control of your investments by setting up your own SMSF. We handle all of the set-up paperwork and audit requirements as well as manage ongoing compliance.
With our SMSF service and expert guidance, you will be able to:

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High Income / HNW

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Accounting & Tax Services Pricing

Select from four packages: Essentials Package start from the following.

Essentials Package
$399per month
  • 1 Hr Kick Off Meeting
  • Processing Super as per Superstream
  • Monthly Tax update and Business Elevate Newsletter
  • Spot checking of Xero
  • Year End Accounts
  • Year End Tax Returns
  • Quarterly BAS review and lodgement*
  • Tax Strategy Checklist
  • Email and Phone support 12 per annum
  • NOTE:
  • *The company ASIC annual review is in addition to this fee and is at $275 per annum.*
  • * $60 per IAS or $120 per monthly BAS
Essentials Plus Package
$499per month
  • 1 Hr Kick Off Meeting
  • Processing Super as per Superstream
  • Monthly Tax update and Business Elevate Newsletter
  • Spot checking of Xero
  • Year End Accounts
  • Year End Tax Returns
  • Quarterly BAS review and lodgement*
  • Tax Strategy Checklist
  • Email and Phone 12 per annum
  • Basic Bookkeeping for entries up to 30 transactions per month
  • Monthly pay for 1 employee
  • Reconciliation of 1 bank account
  • NOTE:
  • *The company ASIC annual review is in addition to this fee and is at $275 per annum.*
  • * $60 per IAS or $120 per monthly BAS
Premium Package
$999per month
  • 1 Hr Kick Off Meeting
  • Processing Super as per Superstream
  • Monthly Tax update and Business Elevate Newsletter
  • Spot checking of Xero
  • Year End Accounts
  • Year End Tax Returns
  • Quarterly BAS review and lodgement*
  • Tax Strategy Checklist
  • Unlimited Email and Phone support
  • Annual Tax Planning
  • Monthly Performance Review Online
  • Business Performance Dashboard
  • Monthly Business Performance and Management Pack
  • Management of ASIC Annual Company Statement
  • NOTE:
  • * $60 per IAS or $120 per monthly BAS
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