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OUR PACKAGES

Our services are affordable and can be tailored to your business needs.

FINANCE PARTNER PACKAGE - STANDARD
  • Ongoing management accounting (incl. bookkeeping).

  • BAS preparation and lodgement.

  • Quarterly reporting on business performance, including financial statements and analysis.

  • Quarterly meetings to discuss the financial results and business performance.

FINANCE PARTNER PACKAGE - PREMIUM
  • Ongoing management accounting (incl. bookkeeping).

  • BAS preparation and lodgement.

  • Monthly/quarterly reporting on business performance, including financial statements and analysis.

  • Preparation of budget, forecast and cashflow projections.

  • Review of financial performance compared to budget and forecast.

  • Monthly/quarterly meetings to discuss the financial results and business performance, including variances to budget and forecast. 

  • Business strategy discussion and modelling for mid-long term business goals.

  • Regular review of business strategy compared to business performance and forecasts. 

  • Providing ongoing support for any adhoc financial needs or queries. 

FINANCIAL REVIEW & REPORTING
  • Monthly/quarterly reporting on business performance, including financial statements and analysis. 

  • Monthly/quarterly meetings to discuss the financial results and business performance.

FINANCIAL MODELLING - BUSINESS START-UPS
  • Financial modelling and projections for potential new business start-ups, to review the viability of the business.

  • Financial modelling includes Profit and Loss, Balance Sheet and Cashflow projections.

  • Review the proposed business and industry to identify opportunities and risks.

MANAGEMENT ACCOUNTING & BAS LODGEMENT
  • Ongoing management accounting (incl. bookkeeping).

  • BAS preparation and lodgement.

BAS LODGEMENT
  • BAS preparation and lodgement.

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