OUR PLANS

Essentials Plan

All business owners need to know how their business is performing and this entry-level service ensures that your GST and income taxes are under control and, you know what to pay and when.

We also provide a set of management accounts with each GST return and a commentary, so you know how your business is performing.

You get to use the best technology available to manage your business and minimise your time doing admin.

Every 6 months, we catch up with you face-to-face or via Zoom to talk you through how your business is performing and what you can do to improve over the next 6 months.

Business Essentials has been tailored to suit business owners with up to $500k turnover, without the admin support, that bigger businesses can afford.

$ 1,000 Monthly +GST

Bi-monthly Management Reports
Quarterly Advisory Board Meetings
Annual Financial Statements
Financial Health Checks
GST Returns
Income Tax Returns
Free Year-round Phone Support
Unlimited Xero Training & Support
Financial Forecasts - Profit/Loss
Rolling 90 Day Cashflow Forecasts
90 Day Action Plans
Annual Strategic Review
Benchmarking
Structure & Funding Review

Add ons:

Company Secretarial $40 + GST

Xero from $31 + GST

Dividend Preparation $40 + GST

$ 400 Monthly +GST

Bi-monthly Performance Reports
2 Advisory Board Meetings / Year
Annual Financial Statements
Financial Health Checks
GST Returns
Income Tax Returns
Free Year-round Phone Support
Unlimited Xero Training & Support
Financial Forecasts - Profit/Loss
Rolling 90 Day Cashflow Forecasts
90 Day Action Plan
Annual Strategic Review
Benchmarking
Structure & Funding Review

Add ons:

Company Secretarial $40 + GST

Xero from $31 + GST

Dividend Preparation $40 + GST

Xero Training $150 + GST

$ 3,500 Monthly +GST

Monthly Management Reports
Monthly Advisory Board Meetings
Annual Financial Statements
Financial Health Check
GST Returns
Income Tax Returns
Free Year-round Phone Support
Unlimited Xero Training & Support
Financial Forecasts - Profit/Loss
Rolling 90 Day Cashflow Forecasts
90 Day Action Plans
Annual Strategic Review
Benchmarking
Structure & Funding Review

Add ons:

Company Secretarial $40 + GST

Xero from $31 + GST

Dividend Preparation $40 + GST

Trusted and experienced experts helping you grow your business.

Call us on 07 579 5011

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