Fees

From $199 per month

Ideal for sole traders who manage their own invoicing and supplier payments, and who handle a low volume of bank transactions themselves. This package will provide assistance with reviewing your transactions, reconciling your accounts, management reports and preparation and lodgement of your quarterly BAS. This includes:

• Bank Account Reconciliations: Reconciliation of up to two bank accounts
• Account Review: Review account transactions, and up to one hour allocated for correcting transaction entries.
• Management Reporting: Provision of financial management reports, including Profit and Loss and Balance Sheet on a quarterly basis.
• BAS Preparation: Preparation and submission of your quarterly Business Activity Statement.
• Email Support: Ongoing support for you via email.

From $495 per month

Ideal for a micro to small business who manage their own invoicing. The business seeks regular bookkeeping support to focus on core operations and monitor business performance. This includes:

• Transaction Recording: Receive and spend money transaction coding, including review of any already recorded transactions for up to two bank accounts.
• Accounts Receivable: Reconciliation of customer payments to invoices.
• Accounts Payable: Enter and track Accounts Payable.
• Bank Account Reconciliation: Reconciliations of up to three bank accounts.
• Account Review: Review account transactions, and up to one hour allocated for correcting transaction entries.
• Management Reporting: Provision of financial management reports, including Profit and Loss and Balance Sheet on a quarterly basis.
• BAS Preparation: Preparation and submission of your quarterly Business Activity Statement.
• ATO Liaison: Communication with the Australian Taxation Office as necessary.
• Email Support: Ongoing support for you via email.

From $750 per month

Ideal for business owners who wish to entrust their financial management to a qualified bookkeeper, allowing them to focus on managing and growing their business. This package is perfect for those seeking regular accountability, strategic insights, and a trusted partner to discuss ideas and address any challenges. This includes:

• Transaction Recording: Receive and spend money transaction coding and review of any already recorded transactions for up to five bank accounts.
• Accounts Receivable: Reconciliation of customer payments to invoices.
• Accounts Payable: Enter and track Accounts Payable.
• Bank Account Reconciliation: Monthly reconciliations of up to five bank accounts.
• Account Review: Review account transactions, and up to one hour allocated for correcting transaction entries.
• Management Reporting: Provision of financial management reports, including Profit and Loss and Balance Sheet on a quarterly basis.
• BAS Preparation: Preparation and submission of your quarterly Business Activity Statement.
• Instalment Activity Statement: Preparation and submission of your monthly Instalment Activity Statement.
• ATO Liaison: Communication with the Australian Taxation Office as necessary.
• Email Support: Ongoing support for you via email.
• Video Support: Monthly ‘Teams’ or phone meeting.

*Tailor-made packages also available to suit your needs.

Payroll

Add on payroll services to the above packages:

$25 per employee, per cycle

• Payroll Processing: Payroll management including STP lodgement.
• Superannuation Management: Preparation and submission of quarterly super contributions.
• Annual Wage Reconciliation: Year end reconciliation and finalisation of Single Touch Payroll.
• Annual Work Cover Compliance: Lodgement of annual declaration of wages for workers compensation.

Tax Returns

Add on annual taxation returns to the above packages:

Price available upon request

• Individual Tax Returns: Preparation and lodgement of personal income tax returns.
• Business Tax Returns: Tax return preparation for sole traders, partnerships, trusts, and companies.
• Rental Property Tax Returns: Reporting of rental income, expenses, and deductions.
• Capital Gains Tax (CGT): Calculation and reporting of asset disposals.
• Prior Year Tax Returns: Catch-up and lodgement of outstanding tax returns.
• ATO Correspondence: Management of queries, notices, and reviews on your behalf.
• Tax Planning Support: Guidance to help you meet obligations and goals.