All the old accounting stuff, delivered in a new way.
How refreshing.
Fixed fee compliance and advisory packages.
Instead of catching up with you once a year, 6 -10 months after the financial year has finished, then giving you a meaningless stack of paper to try comprehend then whacking you with a bill for thousands of dollars, I like to deliver accounting and advisory services in real time. We'll catch up at least once a quarter (or as much as you'd like!), get the formalities out the way (the BAS) and have a look at what's actually going on with your business and how it went for the quarter or month since we last caught up. This way we catch things as they are happening so you can never stray too far in the wrong direction. If you are ever unsure of anything or just want to bounce some ideas off me - that's all part of it! And this is arguably the most valuable part of all - you have a qualified brain in your pocket who actually knows the nuts and bolts of your show.
If you like the old way described in the first sentence don't worry, we can still get your compliance sorted as and when required and help you keep on top of your tax affairs, however just know there is a better way!
The Starter.
Who:
This one is for smaller businesses who aren’t registered for GST but still want what they’re having.
What’s in the box:
Bi-annual advisory meetings
Financials and Tax return
Spouse tax return (basic only)
Xero Fees
+
The Accountant in your pocket.
Monthly fee:
starts at $300+GST
for a sole trader
The Base.
Who:
This one is generally for the proactive small business owner who doesn’t have employees.
What’s in the box:
Quarterly meetings
Business Activity Statements
Financials and Tax returns
Xero Fees
+
The Accountant in your pocket.
Monthly fee:
starts at $450+GST
for a sole trader
The Base Plus.
Who:
This one is for the proactive small business who employs up to a handful of staff.
What’s in the box:
Quarterly meetings
Business Activity Statements
Financials and Tax returns
Payroll support and STP assistance
Xero Fees
+
The Accountant in your pocket.
Monthly fee:
starts at $600+GST
for a sole trader
Going For It.
Who:
This one is for those who are running a solid operation and want a bit more from their advisor.
What’s in the box:
Advisory meetings
Business Activity Statements
Financials and Tax returns
Payroll support and STP assistance
Individual tax returns
P+L Budgets
Cashflows
Xero Fees
+
The Accountant in your pocket.
Monthly fee:
Request a quote.
Advisory Services
These are for clients who are already hitting their straps using the above packages, but have something more in mind, want to achieve a specific goal or just want to take some ambiguity out of the day to day running of their business.
If all you’re hearing is “ Want fries with that?” then you’ve got it wrong.
This is way more than the fries on the side.
Business advisory services effectively allow you to step into the realm of being proactive, as opposed to reactive.
Think the new, healthier and tastier menu.
Not fries at all, you see.
Holistic Business Coaching
Want someone to help you get to the bottom of what it is you do, why you do it and how you deliver it? Shill me your ideas, tell me your plans, let's workshop it and make it happen for you.
We could grab a coffee, go for a walk'n'talk, or I can tag along with you while you do your thing - what better way to get to know your business? We could even go for a surf - it's amazing what can be achieved when you do things out of the ordinary and I'm all for it. This one is extremely underrated.
Hit me up if you want to know more.
Cashflows
Custom three-way Cashflow Budgets are arguably one of the most useful tools at the disposal of a business owner/manager. Most small businesses get by without them but if they knew what was on the other side of the curtain they wouldn't look back. Profits are great but cashflow is king - without it business don't work.
To get a custom cashflow model built for your business please drop me a line - these depend on a number of variables and can vary dramatically between businesses so let's dive into it and get your cash working for you.
Drop me a line.
Budgets
If you are looking at starting a business that requires finance, you will need one of these.
If you are wanting to grow your business, this is a great place to start.
If you are struggling to keep on top of a debt, this is an essential first step.
Whatever they may be, budgeting is an invaluable tool in allowing you to reach your goals.
Let me know if you’d like some help.
Business Structuring and Setup.
Business Name Registration.
For sole traders, or entities that are already up and running and just want to register another name.
+ for one year $180 +GST
+ for three years $280 +GST
Includes ABN, TFN, GST and PAYGW registrations where required.
Trust.
Establish a trust for trading or investment purposes
starting $1000 +GST
Includes ABN, TFN, GST and PAYGW as well as all legal documents and bound trust deed.
Company.
Set up a company to protect your personal assets and cap income tax at the corporate tax rate.
starting $1500 +GST
Includes ABN, TFN, GST and PAYGW as well as ASIC registration fees and permanent company file.
Tax Returns.
No matter what you do with yourself, chances are you need to lodge a tax return. If you don’t need to, congratulations, you have done your time and paid your debts, enjoy retirement and stop looking at accounting websites! For everyone else, I can do your tax returns.
Individual returns
A basic tax return option including a salary and wage job or two, and three-five basic deductions starts at $260 +GST
Individual Return + Rental Property
A basic individual return with complete, compiled rental income and expense info starts at $420+GST
Individual with Business Schedule
For small subbies and the like. A basic individual return with complete, compiled business income and expense info starts at $520 +GST
Xero set ups and training
Do it nice or do it twice.
If you’re opting for the ‘nice’ alternative, then you’ve come to the right place. Xero is clean, powerful and easy to use. It is entirely cloud based so you can access it from whatever device you have in front of you and use it on the go.
+ Complete set up plus 1 x training session $490 +GST
+ Complete set up including payroll, plus 1 x training session and support $680 + GST
(additional training sessions can be added on to the above packages at a discounted rate if purchased upfront.)
If you’re ‘doing it twice’ and looking to convert from another provider, then you’ve also come to the right place. You won’t look back, I promise. Drop me a line if this is you and I can give you a quote based on your situation.