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

  • Up to 30 minutes emails/calls/catchups per quarter for adhoc advice

  • Quarterly BAS reviews and lodgements

  • 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

  • Up to 1 hour of emails/calls/catchups per quarter for adhoc advice

  • Monthly Payroll support (2 people)

  • Quarterly BAS reviews and lodgements

  • Quarterly Superannuation preparation and lodgement

  • 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

  • Up to 30 minutes of emails/calls/ catchups per month for adhoc advice

  • Technical Xero support throughout the year

  • Monthly Payroll support (5 people)

  • Monthly/Quarterly BAS reviews and lodgements

  • Monthly/Quarterly Superannuation preparation and lodgement

  • Annual tax planning session

  • ASIC Compliance

  • Dividend and directors meeting documentation

  • Annual FBT return

  • TPAR Preparation