Accounting packages to suit every business.

Business Basic

The business basic package is ideal for startup businesses looking for:

  • Business Activity Statements

  • Income Tax Return

  • Annual Financial Statements

  • ASIC Agent Services

  • Quarterly check in via email

Business Plus Payroll

The business plus payroll package is ideal for small to medium businesses looking for:

  • Business Basic package plus

  • Payroll – weekly, fortnightly or monthly

  • STP Finalisation

  • Annual Workers Compensation declaration

Business Premium Plus

The business basic package is ideal for medium to large businesses looking for:

  • Business Plus package plus

  • Annual TPAR Reporting to ATO

  • Budget preparation

  • Telephone support

  • Cash Flow projections

  • Tax Planning

  • Monthly or Quarterly check in via email/zoom or in person – key metrics & KPI’s

Business Customised

The business support customised package is ideal for any business looking for:

  • Mix your services to suit you

  • Include any services from other plans plus

  • Weekly reconciliation and processing of all bank accounts in your software

  • Processing all Xero data

  • Setup budgets in Xero

  • Management Reports

Our Services.

BAS Returns

BAS returns.

  • Monthly or Quarterly preparation and electronic lodgement of your Business Activity Statement

  • Review of your financial records

  • Examine GST codes

  • Calculate Fuel Tax Credits

  • Calculate WET Rebate

Annual Financial Statements Tax Returns

Annual Financial Statements & Tax Returns.

  • Preparation of Financial Statements and Income Tax Returns for your business

  • Review of your accounting records

  • Preparation of Depreciation Schedules

  • Review and reconciliation of GST

  • Preparation of required adjusting entries

  • Preparation of Trading Statement, Profit & Loss Statement, Balance Sheet, and Notes to The Accounts

  • Preparation and electronic lodgment of Income Tax Returns

  • Calculation of your taxation refund/payable

  • Advice on your taxation position

  • Preparation of Minutes of Meetings

Strategic Business Planning

Strategic Business Planning.

Preparation of a 3 – 5-year Strategic Plan including:

  • Setting a target for where you want to be in 5 years’ time

  • Setting milestones to reach your targets

  • Identify a sustainable competitive advantage for the business

  • Prepare forecasts for revenue, profit and cash flow, with a process for rolling reviews.

  • Prepare a detailed Financial Budget and forecast to be measured monthly

  • Help develop the business vision, goals and company values to be included in the plan

  • Develop performance metrics both financial and non-financial on which management can measure regularly.
  • Implement project costing and profit analysis

  • Designing the structure of the organisation to meet future needs

  • Implement relevant KPIs, linked to the strategic direction for review
SMSF Administration

SMSF Annual Financial Statements
and Admin.

  • SMSF Annual Financial Statements & Admin Services for the year

  • Preparation of Financial Statements

  • Preparation of Income Tax Return

  • Preparation of Trustee’s Minutes of Meetings

  • Co-ordination of Annual Independent Audit

  • Discussions with you about your Financial Statements and Income Tax Return

Business Structure advice

Business Structure Advice.

We can review your current business structure and provide you with a Business Structure Advice Report that includes:

  • Our recommendations with clear explanations

  • Action Plan

  • Diagram of your optimal Business Structure

We address the following:

  • Protection for your personal and business assets.

  • Tax Reduction so that your tax will be reduced as much as legally possible.

  • Flexibility giving you the best possible options for allowing others to join your business in the future (if this is what you want), selling your business, or, if needed, closing down your business.

xero implementation

Xero Implementation.

  • Set-up of your company’s Xero software

  • Set-up of your company’s invoice template

  • Set up of payroll details, including Single Touch Payroll

  • Establishment of bank feeds

  • 1hr training session on how to use Xero at our office or using Online Meeting software

Business Rebound package

Business Rebound.

With the impact of COVID-19 now is the time to schedule a meeting with us to plan for the next 6, 12 or 24 months. We can help with:

  • Forecast Cash Flow position

  • Tax Payment Plans

  • Grant applications