Service Plans
Service Plan 1 is ideal for small businesses with less than 50 transactions per month, who are just wanting the basics and do not require invoicing.
Service Plan 1 Includes:
- Accounting software subscription and support (Xero, BankLink or MYOB)
- Annual meeting to review business performance
- Bank reconciliation
- Email and phone support
- Income tax reminders
- Income tax returns prepared and filed
- Tax payment reminder service
- Year-end business, tax and budgeting advice
Service Plan 2 is great for medium to large businesses. We can help you improve performance and develop your business so you can focus on what you do best.
Includes everything from Service Plan 1 plus:
- Regular review of your online transactions and performance feedback
- Regular updates & advice on tax and business issues
- Six monthly business performance reviews and KPI meetings with a partner
- Six monthly meeting with your accountant to review business
- Statutory company and trust administration
Rental Service Plan is perfect for property investors. Let use up your time by taking care of the essentials to ensure your investment is tax effective and compliant with property tax laws.
Rental Service Plan includes:
- Review of property loans, sructures and calculate available equity
- Advising of potential ways to grow/structure your property portfolio
- Preparation and filing of annual tax return
- ATO management
- Tax payment reminder service
- Email and phone support
Have our wealth coaches guide you through the world of finance, looking at where you are currently, setting future goals and putting steps into place to reach those goals.
The package includes:
- Review of current financial situation
- Setting up and working on budgets
- Review of current tax setup
- Review of current Superannuation
- Review of all insurances
- Review of current loans
- Setting of financial goals
Our 101 money, tax and super plan is designed for the first timers; whether its your first time out in the work worforce or just the first time you have really looked at your finances. This plan will take you from setup to end, giving you the confidence that you have everything setup and moving correctly.
Package includes:
- What is tax explanation
- Tax file number setup/review
- Tax File Number Declaration Form explanation and completion help
- What is superannuation explanation
- Superannuation review/setup
- What is a budget and how to use one
- Do I need insurance? an insurance explanation and review
Design a plan specifically for your needs - or pay as you go - the choice is yours.
Can't find a listed plan that ticks all your boxes? Our expert team can compile a service plan that fits your specific needs. From complex taxation and accounting services to a simple tax return, we can do it all and would love to help, contact us today.