Your monthly compliance package
The core compliance for every entity in your group, handled proactively rather than at tax time:
- Tax returns and financial statements for your companies, trusts and partnerships, plus the owners' returns as part of the group. See company tax returns.
- BAS and IAS, prepared, reviewed and lodged monthly or quarterly.
- Tax planning before 30 June, so you know your tax position while there is still time to act. See business accountants.
- ASIC compliance: annual company reviews, registered details, changes, minutes and resolutions.
One amount, every month, agreed up front.
Everything else, quoted before we start
- Bookkeeping, usually a set monthly amount
- Virtual CFO: management reporting, budgets and cash flow forecasts
- Profitability reviews, business advisory and coaching
- Business structuring, new entity setups and software setups
- Clean-ups and catch-up lodgements
- Capital gains tax advice on a sale, business valuations and due diligence
- One-off projects
If the scope changes partway through, we tell you and agree the change before doing the extra work.
We do not publish a price list, because it would be wrong for you.
Two businesses with the same turnover can need very different amounts of work. Your fee is built from four things: structure, number of entities, transaction volume and complexity. A single company is simpler than a company, a trust and a holding company working together; stock, foreign sales, related-party loans, property or a pending sale all add work.
Most of our clients are established businesses turning over $1M or more, often with more than one entity. We also take on a select number of startups each year where the founder has a clear plan to grow. A smaller client list means a senior team who knows your business, rather than a different junior every year.
You tell us about your business and what you need. We tell you honestly whether we are the right fit. There is no charge for this call.
With your permission, we look at your last returns, your structure and your accounting file.
Your monthly package, plus a separate price for each extra you want. Nothing is bundled in that you did not ask for.
You accept the proposal and our engagement terms online. We contact your previous accountant for a professional clearance and your records, and handle the handover.
We connect to your Xero or other software, add your entities to our tax agent client list, build your BAS and lodgement calendar, and introduce the team that stays with you. Then a first check-in on what we found during onboarding.