Service Plans

Service Plans2019-03-14T06:03:34+00:00

We are committed long-term to our partnerships, and to prove this, we have created 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 and support (Xero, BankLink, MYOB Live or CCH iBizz)
  • Annual accounts
  • Annual meeting to review business performance
  • Annual Tax return filed
  • Bank Reconciliation
  • Email and phone support
  • End of year accounts, financials and documentation
  • GST Reporting and lodging with ATO
  • Income Tax Assessment/Return for ATO
  • Income Tax reminders
  • Income Tax Return and Provisional Tax Management
  • Income Tax returns prepared and filed
  • ATO management
  • Preparation of an annual budget
  • Profit and Loss Report
  • Regular newsletters
  • Tax payment reminder service
  • Year-end business, Tax and 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 and cash flow plan
  • Annual tax plan
  • Assistance with business KPIs
  • Bi-monthly business performance reports
  • Face to face annual business review
  • GST preparation and review
  • Income tax return and provisional tax management
  • Monthly tax and business alerts
  • Online monthly transaction review
  • Regular review of your online transactions and performance feedback
  • Regular updates and advice on tax and business issues
  • Reporting on accounts payable and accounts receivable
  • Six monthly business performance reviews and KPI meetings with a partner
  • Six monthly meeting with your accountant to review business
  • Statutory company and 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 and cash flow
  • Annual strategic review
  • Cash flow forecast
  • Detailed performance graphs and reports
  • Monitoring of cash flows and budgets
  • Monthly business review
  • Monthly financial reports
  • Monthly performance dashboard
  • Monthly profit reports
  • Monthly tax budgeting advice
  • Monthly business advisory / KPI meeting
  • Preparation and filing of annual Tax return
  • Preparation and filing of GST, PAYEand FBT returns
  • Quarterly business performance reports
  • Quarterly meeting to review business
  • Regular management and financial reports
  • Strategy formulation and 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 and filing of annual tax return
  • Year-end business, tax and budgeting advice
  • ATO management
  • Tax payment reminder service
  • Software subscription
  • Regular business newsletters
  • End of year income statement
  • End of year financials and documentation prepared
  • Income tax returns prepared and filed
  • Accounting software
  • Email and phone support
  • Regular tax and business alerts


We are here to 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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