Solo Support

Ideal for sole traders

  • Xero Subscription
  • Unlimited Xero Support
  • Unlimited General Tax Queries (excludes CGT & structuring advice)
  • Annual Tax Planning
  • Quarterly BAS Review and Lodgement
  • Business Income Tax Return
  • Regular email updates & reminders

Business Essentials

For businesses operating through a company or trust structure.

Bonuses included: 

Regular email updates & reminders

Annual Business and Personal Needs Review

  • Xero Subscription
  • Unlimited Xero Support
  • Unlimited General Tax Queries (excludes CGT & structuring advice)
  • Annual Tax Planning
  • Quarterly BAS Review and Lodgement
  • Income Tax Returns
  • Year End Review Meeting
  • Financial Accounts
  • Maintain Fixed Assets Register
  • Annual Payroll Reporting
  • Quarterly Superannuation Processing
  • ASIC Management (excludes Annual Filing Fee)

Plan & Grow

For when you’re ready to take your business to the next level.

Bonuses included

Regular email updates & reminders

Annual Business and Personal Needs Review

  • Xero Subscription
  • Unlimited Xero Support
  • Unlimited General Tax Queries (excludes CGT & structuring advice)
  • Annual Tax Planning
  • Quarterly BAS Review and Lodgement
  • Income Tax Returns
  • Year End Review Meeting
  • Financial Accounts
  • Maintain Fixed Assets Register
  • Annual Payroll Reporting
  • Quarterly Superannuation Processing
  • ASIC Management (excludes Annual Filing Fee)
  • Quarterly Management Reports
  • Quarterly "On track" review
  • Budgets prepared and reviewed quarterly
  • Annual strategy planning meeting
  • Business Benchmarking