Accounting Packages
(Retainers)
Fixed fee accounting packages to give you peace of mind that your accounts are accurate and timely.
Our retainer packages include regular scheduled catchups each month or quarter
Other bespoke packages are also available on enquiry.
Fix Fee - Accounting Packages - base packages below. For a bespoke quote please contact us
BRONZE $250 per month
Sole Traders / Small Start-ups
Preparation and lodgement of annual tax return and financial statements
Technical Xero support throughout the year
3 x virtual catchups (30 minutes) throughout the year for tax planning and advice
Quarterly BAS reviews and lodgements
Adhoc advice throughout the year (phone and email) -limit 1 hour per quarter
Tax return preparation and lodgement
Financial Statements preparation
ASIC agent including preparation of solvency notice
SILVER $350 per month
Larger Sole Traders, Small Companies & Trusts
Preparation and lodgement of annual tax return
Financial statement Preparation
Technical Xero support throughout the year
Regular scheduled quarterly catchup (30 minutes)
Monthly Payroll support (2 people)
Quarterly BAS reviews and lodgements
Quarterly Superannuation preparation and lodgement
Adhoc advice throughout the year (phone and email - 1 hour per quarter)
Annual tax planning session
ASIC Compliance
Dividend and directors meeting documentation
TPAR preparation
GOLD $500 per month
All Entities
Preparation and lodgement of annual tax return
Financial statement Preparation
Monthly P&L and Balance Sheet reviews
Regular scheduled monthly catchup (30 minutes)
Technical Xero support throughout the year
Monthly Payroll support (5 people)
Monthly/Quarterly BAS reviews and lodgements
Monthly/Quarterly Superannuation preparation and lodgement
Adhoc advice throughout the year (phone and email) up to 2 hours per quarter
Annual tax planning session
ASIC Compliance
Dividend and directors meeting documentation