Accounting Packages
(Retainers)

Fixed fee accounting packages to give you peace of mind that your accounts are accurate and timely.

 

Other bespoke packages are also available on enquiry.

Fix Fee - Accounting Packages

Please enquire directly for pricing

 

BRONZE
Sole Traders / Small Start-ups

Preparation and lodgement of annual tax return and financial statements

  • Technical Xero support throughout the year

  • Quarterly BAS reviews and lodgements

  • Adhoc advice throughout the year (phone and email)

  • Annual tax planning session

  • Tax return preparation and lodgement

  • Financial Statements preparation

SILVER
Larger Sole Traders, Small Companies & Trusts

Preparation and lodgement of annual tax return and financial statements

  • Technical Xero support throughout the year

  • Quarterly BAS reviews and lodgements

  • Quarterly Superannuation preparation and lodgement

  • Adhoc advice throughout the year (phone and email - 1 hour per quarter)

  • Annual tax planning session

  • ASIC Compliance

  • Dividend and directors meeting documentation

  • Company Tax Return preparation and lodgement

  • Financial statement preparation

GOLD
Larger Entities

  • Monthly P&L and Balance Sheet reviews

  • Monthly management report

  • Pricing and margin analysis

  • Preparation and lodgement of annual tax return and financial statements

  • Technical Xero support throughout the year

  • Quarterly BAS reviews and lodgements

  • Quarterly Superannuation preparation and lodgement

  • Adhoc advice throughout the year (phone and email)

  • Half year management report and review meetings

  • Annual tax planning session

  • ASIC Compliance

  • Dividend and directors meeting documentation