Accounting Pricing and Plans

Choose the accounting plan that's right for you.

We have created structured packaged options to suit your regular business and investment needs, so we can provide real time advice anytime you need it.

Accounting and Tax

Basic

Just starting out?
Want to keep things simple? Let us keep you compliant and the red tape hassle.

$ 300 per month
  • Financial Statements
  • Income Tax Return
  • Quarterly Activity Statements
  • Annual payroll & PAYG Payment Summaries
  • Annual ASIC Company Statement (including payment of fee)
  • Support Queries

Basic +

Need a little more from us? Get expert business advice every quarter. All of your compliance needs taken care of.

$ 700 per month
  • Financial Statements
  • Income Tax Return
  • Quarterly Activity Statements
  • Quarterly Management Reports
  • Quarterly Virtual CFO Review (in person/online)
  • Annual payroll & PAYG Payment Summaries
  • Annual ASIC Company Statement (including payment of fee)
  • Support Queries

VCFO

Your virtual CFO. Monthly management reporting + advice as well as all your compliance needs taken care of.

$ 1,500 per month
  • Financial Statements
  • Income Tax Return
  • Monthly Management Reports
  • Monthly Virtual CFO Meeting (in person/online)
  • Monthly & Quarterly Activity Statements
  • Annual Payroll & PAYG Payment Summaries
  • Annual ASIC Company Statement (including payment of fee)
  • Support Queries
Popular

Custom

Is your package
missing something? We also offer these services in
addition:

$ POA custom quote only
  • Payroll Tax
  • Monthly Activity Statements (for Basics and Basics+)
  • Fringe Benefits Tax Returns
  • NSW Payroll Tax grants
  • Corporate secretarial documents
  • ATO payment arrangements
Xero

New business

Set-up for Xero for new business. Complete set-up of Xero for a new business including banks feeds, account names, customised invoices and more.

$ 500 One off
  • Financial Statements
  • Income Tax Return
  • Quarterly Activity Statements
  • Annual payroll & PAYG Payment Summaries
  • Annual ASIC Company Statement (including payment of fee)
  • Support Queries

Desktop to Xero.

Make the switch from your desktop software to Xero. Complete set-up of Xero, full payroll, opening balances, receivables/payables, bank feeds, user access and more!

$ 1,650 One off
  • Financial Statements
  • Income Tax Return
  • Quarterly Activity Statements
  • Annual payroll & PAYG Payment Summaries
  • Annual ASIC Company Statement (including payment of fee)
  • Support Queries

Custom to Xero.

On a non-traditional desktop accounting software? We can still help you convert to Xero. Our team will manually convert your file across and have you up and running in no time.

$ POA
  • Financial Statements
  • Income Tax Return
  • Quarterly Activity Statements
  • Annual payroll & PAYG Payment Summaries
  • Annual ASIC Company Statement (including payment of fee)
  • Support Queries
Bookkeeping

Small

100 transactions + 5 employees + Month-End

$ 500 monthly
  • Up to 100 bank transactions reconciled per month
  • Weekly payables management using Receipt Bank
  • Payroll for up to 5 employees (additional employees at $10/payslip)
  • Monthly P&L and Balance Sheet
  • Full month-end processing to ensure accurate reporting

Medium

200 transactions + 10 employees + Month-End

$ 750 monthly
  • Up to 200 bank transactions reconciled per month
  • Weekly payables management using Receipt Bank
  • Payroll for up to 10 employees (additional employees at $10/payslip)
  • Monthly P&L and Balance Sheet
  • Full month-end processing to ensure accurate reporting

Large

300 transactions + 20 employees + Month-End

$ 1,000 monthly
  • Up to 300 bank transactions reconciled per month
  • Weekly payables management using Receipt Bank
  • Payroll for up to 20 employees (additional employees at $10/payslip)
  • Monthly P&L and Balance Sheet
  • Full month-end processing to ensure accurate reporting
Investment

Investment trusts

Managing your shares, properties, capital growth investments, financial statements, tax return, minutes, distribution statements + Xero

$ 129 One off
  • Financial Accounts
  • Income Tax Returns
  • Includes standard Xero subscription
  • Financial Statements
  • Distribution Statements
  • Minutes
  • Additional investor tools and reporting options are available

SMSF

SMSFs that want fixed cost reporting, flexibility of more options, full SMSF reporting, tax returns + audit

$ 300 One off
  • Financial Accounts
  • Income Tax Returns
  • SMSF Reporting
  • Includes standard Class Super subscription
  • Additional investor tools and reporting options are available
  • External audit included

Family trust

Family Trust that owns shares in a private company(s). Financial statements, tax returns, minutes and distribution statements + Xero

$ 99 monthly
  • Financial Statements
  • Tax Returns
  • Minutes
  • Distribution Statements
  • Include standard Xero Subscription