Accounting Packages

Choose from our cost-effective, managed Accounting Packages to better serve your business with structured support.

Package A

Standard annual tax compliance package from $250 per month or $3,000 pa (gst exclusive) subject to review of client records.

  • Annual financial statements and tax return – Trading entities only ie: Company, Trust or Partnership (does not include Individuals)

  • Quarterly Business Activity Statements (4)

  • Phone calls, email enquiries in relation to annual tax compliance work

  • Annual Review/ Meeting

  • Monthly tax and business insights newsletters

  • Company secretarial services – act as Registered Office including lodgement of all ASIC correspondence

Additional time for services rendered from $180 per hour

Package B

Entry level advisory package with annual tax and compliance

  • Quarterly BAS (4) at $180 each

  • Monthly IAS (8) at $80 each  

  • Annual tax compliance – financial statements, company tax return

  •  KPI Reports inclusive of annual review and Bi annual meeting which will include an overview of results and tax planning generally

  • Monthly tax and business insights newsletters

  • Company secretarial services – act as Registered Office including lodgement of all ASIC correspondence

Contact our office for more details

Package C

Standard advisory package (not including payroll) and annual tax compliance

1. BAS and Bookkeeping Services

  • Quarterly BAS (4) at $180 each  

  • Monthly IAS (8) at $80 each  

  • Weekly/monthly processing of xero file based on data from eftpos sales (Kounta as a xero add on) and receipt bank/other direct debits or payments for withdrawals - 100 transactions per month equates to $100 per month inclusive of monthly bank reconciliation(subject to review of xero file)

2. Business Services – Tax Compliance

  • Annual Financial Statements

  • Key Performance Indicator Reports – annual basis

  • Company tax return

3. Business Services – Business Advisory

  • Quarterly KPI Reporting

  • Unlimited telephone calls/emails in relation to business advice – eg: tax planning, cash flow forecasts, buying or leasing equipment, stock taking – note: does not include compliance work in relation to issues with xero fine such as allocations in ledger/payroll issues 

  • Bi annual meeting which will include an overview of trading results and tax planning generally

4. Company Secretarial

  • Act as Registered Office for the Company with ASIC

  • Annual Solvency Minutes signed by Directors in accord with ASIC Regulations

  • Lodge/update Annual Company Statement with ASIC which includes personal address changes for the Directors/Shareholders

Contact our office for more details

Package D

Comprehensive advisory package and annual tax compliance services from $1048 per month or $12,576 (gst exclusive)

1. Payroll Processing at $100 per week

  • 10 employees (non-salary- ie full time, part time, casual etc

  • Additional non -salary employees at $10 per employee

  • Unlimited number of salary employees

  • Weekly payroll processing data supplies by xero add on - Deputy

  • Quarterly compulsory superannuation payments to nominated accounts

  • Annual PAYG distribution to employees and upload annual payroll report to ATO

2. BAS and Bookkeeping Services

  • Quarterly BAS (4) at $180 each  

  • Monthly IAS (8) at $80 each  

  • Weekly/monthly processing of xero file based on data from eftpos sales (Kounta as a xero add on) and receipt bank/other direct debits or payments for withdrawals - 100 transactions per month equates to $100 per month inclusive of monthly bank reconciliation(subject to review of xero file)

3. Business Services – Tax Compliance

  • Annual Financial Statements

  • Key Performance Indicator Reports – annual basis

  • Company tax return

4. Business Services – Business Advisory

  • Quarterly KPI Reporting

  • Unlimited telephone calls/emails in relation to business advice – eg: tax planning, cash flow forecasts, buying or leasing equipment, stock taking – note: does not include compliance work in relation to issues with xero fine such as allocations in ledger/payroll issues 

  • Bi annual meeting which will include an overview of trading results and tax planning generally

Contact the office for more details

5. Company Secretarial

  • Act as Registered Office for the Company with ASIC

  • Annual Solvency Minutes signed by Directors in accord with ASIC Regulations

  • Lodge/update Annual Company Statement with ASIC which includes personal address changes for the Directors/Shareholders

Note: Cashflow Budgets – optional extras from $1,000

Time frame for completion of annual tax would be November/December with additional meeting scheduled for May/June