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Choose your pricing plan

  • Essentials

    275$
    Every month
     
    • Prepare Quarterly Business Activity Statements (BAS)
    • Tax Return Preparation & Lodgement
    • Annual Financial Statements Preparation
    • Maintain Fixed Assets Register and calculate Depreciation
    • ATO Management
    • Year-end business, tax and budgeting advice - 1 hour
    • Single Touch Payroll Requirements for employers
    • Review of superannuation guarantee obligations
    • Annual Business Health Check

  • Plus

    470$
    Every month
     
    • Everything in Essentials Package, and
    • Preparation and lodgement of up to 2 individual tax returns
    • Maintenance of ASIC compliance records
    • Annual Trust Resolutions & Minutes
    • Taxable Payments Annual Report (where applicable)
    • Monthly Review of your data entry
    • Quarterly Management Reports
    • Cashflow Coaching
    • Half Yearly Business Performance & Management Report
    • Annual Strategy Session (1 Hour )
    • Technology Review

  • Pro

    610$
    Every month
     
    • Everything in Plus package, and
    • Annual 12 Month Cash Flow Forecast & Profit Plan
    • Budgets prepared and reviewed quarterly

  • Solo

    1,410$
     
    Individuals
     
    • Simple Will
    • Enduring Power of Attorney
    • Advance Health Directive
    • Add Testamentary Trust (per person): 880
    • Mental Health Directive
    • Letter of Wishes
    • Generations Letter Template
    • Executors Company Guide
    • Attorneys Toolkit
    • Add Testamentary Trust ($880 per person)

  • Unity

    2,680$
     
    Couples
     
    • Simple Will
    • Enduring Power of Attorney
    • Advance Health Directive
    • Mental Health Directive
    • Letter of Wishes
    • Generations Letter Template
    • Executors Companion Guide
    • Attorneys Toolkit
    • Add Testamentary Trust ($880 per person)

  • Heritage

    5,080$
     
    Family of 4
     
    • Simple Will
    • Enduring Power of Attorney
    • Advance Health Directive
    • Mental Health Directive
    • Letter of Wishes
    • Generations Letter Template
    • Executors Companion Guide
    • Attorneys Toolkit
    • Add Testamentary Trust ($880 per person)

  • Harmony

    3,345$
     
    Blended Families
     
    • Simple Will
    • Enduring Power of Attorney
    • Advance Health Directive
    • Mental Health Directive
    • Letter of Wishes
    • Generations Letter Template
    • Executors Companion Guide
    • Attorneys Toolkit
    • Add Testamentary Trust ($880 per person)

  • Lite

    230$
    Every month
    For those with up to 50 transactions pm
     
    • Set-up cloud accounting software including Hubdoc
    • Up to 2 hours of general bookkeeping
    • Quarterly Bank feed reconciliation
    • Quarterly Bank and credit card reconciliations
    • Reconcile GST
    • Annual reconciliation of wages and super

  • Booster

    430$
    Every month
    For those with up 100 transactions pm
     
    • Set-up cloud accounting software including Hubdoc
    • Up to 5 hours of general bookkeeping
    • Monthly Bank feed reconciliation
    • Monthly Bank and credit card reconciliations
    • Reconcile GST
    • Quarterly reconciliation of wages and super
    • Reconcile receivables & payables
    • Prepare & send customer statements
    • Process Payroll (up to 5 employees)
    • Superannuation Guarantee Lodgement

  • Edge

    720$
    Every month
    For those with up to 250 transactions pm
     
    • Set-up cloud accounting software including Hubdoc
    • Up to 8 hours of general bookkeeping
    • Fortnightly Bank feed reconciliation
    • Fortnightly Bank and credit card reconciliations
    • Reconcile GST
    • Monthly reconciliation of wages and super
    • Reconcile receivables & payables
    • Prepare & send customer statements
    • Process Payroll (up to 10 employees)
    • Superannuation Guarantee Lodgement

  • Booster

    430$
    Every month
     
    • Set-up cloud accounting software including Hubdoc
    • Up to 5 hours of general bookkeeping
    • Monthly Bank feed reconciliation
    • Monthly Bank and credit card reconciliations
    • Reconcile GST
    • Quarterly reconciliation of wages and super
    • Reconcile receivables & payables
    • Prepare & send customer statements
    • Process Payroll (up to 5 employees)
    • Superannuation Guarantee Lodgement
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