
BAS & IAS Lodgement
Tax Return & Financials
ASIC Compliance
Annual Tax Planning
Dedicated Manager
Access to Specialists
Monthly Reconciliation
Accounts Payable & Receivable
Payroll Support
Digital Receipt Processing
Financial Reporting
Full System Integration
Strategic Planning
KPI Dashboards
Cashflow Forecasting
Board Pack Preparation
Margin Analysis
Exit & Succession Planning





FROM
PER MONTH
BAS & IAS Lodgement
Tax Return & Financials
RECOMMENDED
FROM
PER MONTH
Start +
ASIC Compliance
Annual Tax Planning
CGT, FBT, Payroll Tax
1x Annual Tax Meeting
Dedicated Accountant
FROM
PER MONTH
Growth +
General Advisory
Access to Specialists
Extra 3x Annual Meetings
Partner Mobile Access
Email Support KPI
PER MONTH
Core Monthly Services
Bank & Credit Card
Reconciliation
Chart of Accounts Maintenance
Invoicing Entry (APIAR)
Allocate/Categorize Transactions
Digital Receipts Management
Support & Strategy
Slack/Email Support
RECOMMENDED
FROM
PER MONTH
Start +
Advanced Financials
Monthly P&L + Balance Sheet
Aged Payables/Receivables Reports
Customised Financial Reports
BAS Preparation & Review
Payroll (Optional)
Payroll Setup & Processing
PAYG, Super, STP Compliance
Support & Strategy
Slack/Email Support
Quarterly Review Meeting
Assigned Bookkeeping Manager
Supplier Payments & Payables
Mgmt
Sales & Receivables Tracking
FROM
PER MONTH
Growth +
Support & Strategy
Business Process Mapping
Full System Integration Setup
Ad-hoc Support & Strategic
Bookkeeping
Direct Access to Senior Advisor
PER MONTH
Sole practitioners/small firms
Financial Clarity
Monthly Performance Reports
Budget vs Actual Tracking
Cash Flow Forecast (12-week)
Advisory Meetings
Monthly Advisory Meeting
RECOMMENDED
FROM
PER MONTH
Growing practices
Start +
Financial Clarity
Rolling 12-Month Financial Forecast
KPI Dashboard (Custom Setup)
Cost & Margin Analysis
Advisory Meetings
Strategic Planning Quarterly
Growth Support
Pricing Strategy Review
Offer/Service Profitability Review
Team Efficiency Audit
Sales/Marketing ROI Review
FROM
PER MONTH
Established firms
Growth +
Advisory Meetings
CFO Sprint Calls (as needed)
Exit/Acquisition Planning
Growth Support
Strategic Finance Function Build
Capital Structure/Wealth Sequencing

CONTACT US
Level 1, 831 Gympie Rd
Chermside Galleria
CHERMSIDE Queensland 4032

EMAIL & PHONE
[email protected] [email protected]
PH (07) 3253 1900
OFFICE HOURS
Monday – Friday: 9 am – 5 pm
After hours & Saturday appointments can be requested
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