Having a good accountant on your side can help take your business to the next level – it frees up your time to get back to what you do best.
Our business packages aren’t just about having someone handle your annual tax obligations. They also help you forecast your cash flow, analyse the performance of your business and maximise your growth potential.
We have two customisable business packages available so you know the costs up-front (and there’s no hidden fees for giving us a call when you need to!)
To get started:
- Choose a package that best suits you and your business.
- Select any additional services you may require including bookkeeping and payroll.
- Submit your custom package proposal to get started!
Not what you’re after? Our Tax & Accounting and Xero packages might be for you.
Business Manager
Includes all calls and correspondence
Preparation of FBT return if required will be priced separately
Business Development
- Preparation of an annual budget and cash flow forecast
- Preparation and distribution of quarterly management reports analysing the performance of the business and cash flow
- Annual tax planning to provide certainty about your end of year tax position
- One-hour quarterly meeting with a business advisor to maximise the growth potential.
Activity Statements
- Preparation of the Company’s ASIC Annual Statement and Solvency Statement, and administration of company secretarial requirements
- Review and assist in preparation and lodgement of your BAS/GST, PAYGW and PAYGI obligations to the ATO as necessary
- Review of your financial accounts.
Accounting & Tax
- Invoice and receipt management
- Preparation and reconciliation of asset register / depreciation schedule for the period
- Preparation and reconciliation of lease, hire purchase and chattel mortgage facilities
- Review of compliance with division 7A loans
- Maintaining the company’s Franking Account (Company only)
- Preparation of Annual Trust Distribution resolution for anticipated distributions for the financial year (Trust only)
- Calculation of capital gains on disposal of assets
- Reconciliation of gross wages paid and PAYG withheld amounts recorded on BAS lodged for the year
- Assistance with your Payroll reconciliation
- Reviewing compliance for Superannuation Guarantee
- Finalisation of all documents as required for lodgement with the Australian Taxation Office
- Lodgement of the income tax return with the Australian Taxation Office
- Review of all ATO correspondence received.
Business Driver
Includes all calls and correspondence
Preparation of FBT return if required will be priced separately
Business Development
- Preparation of an annual budget and cash flow forecast
- Preparation and distribution of monthly management reports analysing the performance of the business and cash flow
- KPI setting & monitoring
- Annual tax planning to provide certainty about your end of year tax position
- One-hour monthly meeting with a business advisor to maximise the growth potential
Activity Statements
- Preparation of the Company’s ASIC Annual Statement and Solvency Statement, and administration of company secretarial requirements
- Review and assist in preparation and lodgement of your BAS/GST, PAYGW and PAYGI obligations to the ATO as necessary
- Review of your financial accounts
Accounting & Tax
- Invoice and receipt management
- Preparation and reconciliation of asset register / depreciation schedule for the period
- Preparation and reconciliation of lease, hire purchase and chattel mortgage facilities
- Review of compliance with division 7A loans
- Maintaining the company’s Franking Account (Company only)
- Preparation of Annual Trust Distribution resolution for anticipated distributions for the financial year (Trust only)
- Calculation of capital gains on disposal of assets
- Reconciliation of gross wages paid and PAYG withheld amounts recorded on BAS lodged for the year
- Assistance with your Payroll reconciliation
- Reviewing compliance for Superannuation Guarantee
- Finalisation of all documents as required for lodgement with the Australian Taxation Office
- Lodgement of the income tax return with the Australian Taxation Office
- Review of all ATO correspondence received.