Service Description Individual Tax Return Growing Business (Most Popular) Start-Up Business Custom (Medium-Sized Businesses)
Base Price From $120 AUD each $600 AUD/month $345 AUD/month TBD
Property Schedule Additional $120 each Xero / MYOB / Quickbook / ZOHO Subscription Xero / MYOB / Quickbook / ZOHO Subscription Xero / MYOB / Quickbook / ZOHO Subscription
Business Schedule Additional $120 each Suitable for up to 7 employees Suitable for up to 2 employees Suitable for up to 7 employees
Capital Gains Tax Schedule Additional $120 each Monthly Profit and Loss Monthly Profit and Loss Monthly Profit and Loss
BAS Preparation Quarterly BAS preparation and lodgement Quarterly BAS preparation and lodgement Quarterly BAS preparation and lodgement Quarterly BAS preparation and lodgement
Management Accounts Quarterly management accounts with a meeting or phone call to discuss results Quarterly management accounts with a meeting or phone call to discuss results Quarterly management accounts with a meeting or phone call to discuss results Quarterly management accounts with a meeting or phone call to discuss results
Tax Planning Tax Planning prior to year-end Tax Planning prior to year-end Tax Planning prior to year-end Tax Planning prior to year-end
Annual Financial Statements Annual Financial Statements Annual Financial Statements Annual Financial Statements Annual Financial Statements
Annual Tax Returns Annual Tax Returns for the company and the directors Annual Tax Returns for the company and the directors Annual Tax Returns for the company and the directors Annual Tax Returns for the company and the directors
Ad Hoc Meetings Phone calls or meetings when required Phone calls or meetings when required Phone calls or meetings when required Phone calls or meetings when required
Additional Custom Features — — — Monthly KPIs for Revenue/Cash Flow Analysis
CFO Advisory Call Every Month
Strategic Business Advice and Consulting
Quarterly CFO Meeting to Review QTR KPIs
Six-monthly Strategic Tax Planning Reviews
