Service Plans

Service Plans2018-10-17T21:40:25+00:00

We are committed long-term to our partnerships, and to prove this, we have creates a series of fixed-fee options you can choose from, according to your needs and business size. Our service plans offer excellent value for money and they all come with our commitment to help you succeed, whatever the size of your business.

Service Plan 1

Ideal for small businesses with less than 50 transactions per month, who are just wanting the basics and do not require invoicing. It includes:

  • Accounting software subscription & support (Xero, BankLink, MYOB Live or CCH iBizz)
  • Annual accounts
  • Annual meeting to review business performance
  • Annual Tax return filed
  • Bank Reconciliation
  • Email & phone support
  • End of year accounts, financials & documentation
  • GST Reporting & lodging with ATO
  • Income Tax Assessment/Return for ATO
  • Income Tax reminders
  • Income Tax Return & Provisional Tax Management
  • Income Tax returns prepared & filed
  • ATO management
  • Preparation of an annual budget
  • Profit & Loss Report
  • Regular newsletters
  • Tax payment reminder service
  • Year-end business, Tax & budgeting advice

Service Plan 2

Great for small to medium sized businesses with less than 200 transactions per month. We can help you improve performance and develop your business so you can focus on what you do best. It includes everything from Service Plan 1, plus:

  • Accounts payable
  • Accounts receivable
  • Annual profit & cash flow plan
  • Annual tax plan
  • Assistance with business KPIs
  • Bi-monthly business performance reports
  • Face to face annual business review
  • GST preparation & review
  • Income tax return & provisional tax management
  • Monthly tax & business alerts
  • Online monthly transaction review
  • Regular review of your online transactions & performance feedback
  • Regular updates & advice on tax & business issues
  • Reporting on accounts payable & accounts receivable
  • Six monthly business performance reviews & KPI meetings with a partner
  • Six monthly meeting with your accountant to review business
  • Statutory company & trust administration

Service Plan 3

If you’re serious about growing your business then Service Plan 3 is for you. We will provide you with regular advice and guidance to enable your business to grow. It includes everything from Service Plan 1 and Service Plan 2, plus:

  • Annual budget & cash flow
  • Annual strategic review
  • Cash flow forecast
  • Detailed performance graphs & reports
  • Monitoring of cash flows & budgets
  • Monthly business review
  • Monthly financial reports
  • Monthly performance dashboard
  • Monthly profit reports
  • Monthly tax budgeting advice
  • Monthly business advisory / KPI meeting
  • Preparation & filing of annual Tax return
  • Preparation & filing of GST, PAYE & FBT returns
  • Quarterly business performance reports
  • Quarterly meeting to review business
  • Regular management & financial reports
  • Strategy formulation & monitoring

Rental Service Plan

Perfect for property investors. We can free up your time by taking care of the essentials to ensure your investment is tax effective and compliant with property tax laws. It includes:

  • Full set of year-end financial statements
  • Preparation & filing of annual tax return
  • Year-end business, tax & budgeting advice
  • ATO management
  • Tax payment reminder service
  • Software subscription
  • Regular business newsletters
  • End of year income statement
  • End of year financials & documentation prepared
  • Income tax returns prepared & filed
  • Accounting software
  • Email & phone support
  • Regular tax & business alerts


Let Us Know How We Can Help

Office Location:

Level 1, 439 Gympie Road, Strathpine,
QLD 4500, Australia

Postal Address: PO Box 6009, Brendale BC, QLD 4500, Australia
Phone: (07) 3205 8938
Fax: (07) 3205 9682

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