BAS | Payroll | Bookkeeping

Monthly Financial Management

Simplify business operations, ensure compliance, and foster collaborations to help business owners maximize resources and focus on their core strengths.

Packages

  • TARGET AUDIENCE

    Small business owners are seeking a cost-effective solution to meet compliance requirements while keeping financial records organized.

    PACKAGE INCLUSIONS

    Quarterly Bookkeeping Services

    Recording and categorizing transactions.

    Reconciling bank accounts.

    Ensuring financial data is accurate and up-to-date for compliance.

    BAS Preparation and Lodgment

    Quarterly preparation of BAS (Business Activity Statements).

    Ensuring accurate GST reporting and compliance with ATO requirements.

    Year-End Income Tax Assistance

    Coordination with your tax agent to ensure books are ready for income tax return preparation.

    Review and adjustment of accounts to align with tax requirements.

    Compliance Checklist

    Personalized guidance on maintaining ATO-compliant financial records.

    Support with meeting the 5-year record-keeping requirement.

    OPTIONAL ADD-ONs

    Payroll Processing: Add payroll management for an additional fee.

    Additional Reporting: Profit and Loss or Balance Sheet preparation if required.

    Xero/QuickBooks Setup and Support: Assistance in setting up or optimizing accounting software.

    BENEFITS

    Peace of mind knowing your compliance needs are professionally handled.

    Simplified financial management to focus on growing your business.

    Transparent pricing with no hidden costs.

    PRICE POINT

    Starting at $200 per quarter
    Flexible pricing is available based on the complexity of your financial records and the additional services chosen.

  • TARGET AUDIENCE

    Small business owners needing straightforward, quarterly financial guidance and compliance support.

    PACKAGE INCLUSIONS

    Initial Consultation

    Review of current financial records.

    Understanding the business's goals and pain points.

    Identification of key financial challenges and opportunities.

    Quarterly Review Meetings

    Comprehensive review of the most recent financials.

    Discussion of business performance based on key metrics.

    Actionable guidance for improving financial health and meeting compliance requirements.

    Cash Flow Advisory

    Simplified cash flow analysis tailored to quarterly reporting.

    Practical tips for managing receivables, payables, and operational cash flow.

    Compliance Support

    Guidance on meeting ATO requirements (e.g., BAS, record-keeping).

    Personalized checklist to ensure continued compliance and peace of mind.

    Bookkeeping, Payroll, and Super Reminders:

    Timely reminders sent to clients to process bookkeeping tasks, payroll obligations, and superannuation contributions.

    Ensures compliance deadlines are met, reducing the risk of penalties or delays.

    Ensures compliance deadlines are met, reducing the risk of penalties or delays.

    Access to Expert Advice

    Email support for ad-hoc financial questions.

    Recommendations for useful tools, apps, or software like Xero or QuickBooks.

    OPTIONAL ADD-ONs

    Xero/QuickBooks Training: Basic training tailored to the client’s needs.

    Payroll Advisory: Guidance on payroll compliance and setup.

    Scenario Planning: Financial insights for key decisions like hiring or major investments.

    BENEFITS

    Quarterly insights to stay informed and in control of your finances.

    Clear, actionable advice to avoid costly mistakes.

    Professional guidance tailored to your unique business needs.

    PRICE POINT

    Starting at $500 per quarter
    Flexible pricing based on the complexity of your business and additional services chosen.

  • TARGET AUDIENCE

    Growing businesses that need end-to-end financial management and expert support to streamline operations and stay compliant.

    PACKAGE INCLUSIONS

    Fortnightly Bookkeeping Services

    Accurate recording and categorization of transactions.

    Fortnightly bank reconciliations to ensure up-to-date financial records.

    Fortnightly Payroll Processing

    Accurate calculation and processing of employee pay runs.

    Compliance with superannuation, tax withholding, and other payroll obligations.

    BAS Preparation and Lodgment

    Timely preparation and lodgment of BAS (Business Activity Statements).

    Ensures GST compliance and accurate reporting.

    Budgeting and Financial Planning

    Creation of a tailored budget aligned with business goals.

    Regular updates and insights to track progress and adjust as needed.

    Unlimited Professional Support

    Access to expert advice for any financial queries or challenges.

    Support for payroll, compliance, cash flow management, and more.

    Custom Financial Reporting

    Tailored reports to provide clarity on financial performance.

    Insights to help drive informed business decisions.

    BENEFITS

    Regular updates for real-time financial insights.

    Compliance peace of mind with BAS and payroll handled.

    Professional guidance available whenever you need it.

    A strategic approach to financial management with tailored budgeting support.

    PRICE POINT

    Starting at $2,500 per month
    Pricing may vary based on the complexity and size of your business.

Our Services

  • ASIC Agent Services

    $200 P/Yr

    ASIC Compliance Plus is a streamlined solution designed for businesses to handle their Australian Securities and Investments Commission (ASIC) obligations with confidence and ease.

    Annual Review and Lodgement:

    Manage annual ASIC review statements.

    Ensure timely payment of annual fees to avoid penalties.

    Prepare and lodge required ASIC forms.

    Compliance Monitoring:

    Proactive monitoring of compliance deadlines.

    Regular updates to ensure your company's information is accurate and compliant.

    Director and Shareholder Changes:

    Manage changes in company officers, shareholders, or share structure.

    Lodge all necessary forms and documentation with ASIC.

    ASIC Liaison:

    Act as your registered agent to handle all correspondence with ASIC.

    Promptly address queries or compliance notices.

  • BAS Services

    From: $180

    One key feature of our BAS service is proactive compliance support. Our team educates you on ATO requirements, helping you fully understand your financial obligations to keep your business operations smooth and stress-free.

    Bookkeeping Services:

    Ensures accurate record-keeping, which is fundamental for BAS preparation.

    Preparation of Financial Statements:

    Allows clients to have an overview of their financial health, ensuring accuracy in BAS reporting.

    Lodgement of BAS and IAS:

    Core components for meeting compliance requirements with the ATO.

    Payroll Factors, Including Withholding Tax and PAYG:

    Necessary for businesses with employees, ensuring correct payroll reporting and tax withholding.

    Superannuation:

    Covers obligations related to employee super contributions, which is critical for compliance.

    GST Calculations:

    A key aspect of BAS reporting, ensuring accurate GST collection and remittance.

  • Payroll

    $15 each employee (Min $50)

    Our payroll services are designed to cover all payroll needs, from processing regular pay runs to easily handling year-end tasks. While we’re not HR managers, we have the knowledge and network to collaborate with you in finding an HR consultant or lawyer for any complex situations that may arise. Our services are affordable, relieving you of the burden of payroll management so you can focus on growing your business, knowing your payroll is handled smoothly and professionally.

    Processing payroll:

    Ensure your team is paid accurately and on time, handling payroll calculations, deductions, and allowances seamlessly.

    Adding new staff:

    Efficiently onboard new employees, managing all payroll setup requirements to ensure a smooth start.

    Handling general termination payments:

    Manage termination payments in compliance with regulations, ensuring accurate payouts and documentation.

    Managing quarterly superannuation:

    Oversee super contributions each quarter, guaranteeing timely and compliant payments.

    Year-end processing:

    Close out the financial year precisely, prepare summaries, and ensure all payroll data is reconciled.

    Preparing the annual WorkCover return:

    Complete your WorkCover return accurately, managing payroll data and reporting requirements for compliance.

  • Bookkeeping

    $85 P/Hr

    Our bookkeeping services go beyond basic data entry. We craft customized solutions tailored to your specific business needs, ensuring that our methods adapt as your business evolves. From Excel spreadsheets to advanced accounting software, we’re equipped to handle your bookkeeping at every stage, delivering a seamless, accurate approach designed just for you.

    Bookkeeping Support:

    Manage financial records, input bills, and categorize transactions in line with your business’s reporting cycles.

    Bank Reconciliation:

    Ensure all accounts are balanced and up to date for smooth financial management.

    Accounts Payable Support:

    Handle bills and expenses, ensuring timely payments and smooth cash flow, without managing accounts receivable or issuing invoices.

    Payroll Processing:

    Provide full payroll management, ensuring compliance with tax and superannuation regulations.

    Financial Reporting (Optional):

    Assist with preparing financial reports for your accountant if needed, ensuring accurate data for decision-making.

    BAS Assistance:

    Help in preparing Business Activity Statements to ensure compliance with tax obligations.

  • Month-End Financial Review

    Price upon request

    Our month-end services go beyond basic reconciliations, providing strategic insights tailored to your business needs. We focus on delivering actionable recommendations to optimize your operations, streamline costs, and enhance profitability.

    Financial Review: Analyze financial reports for accuracy, ensuring proper coding and alignment with your business goals.

    Opportunity Identification: Pinpoint ways to boost sales and reduce expenses through a thorough analysis of trends and variances.

    Operational Efficiency: Address business challenges that may hinder smooth operations, implementing solutions to improve workflows and profitability.

    Customized Insights: Deliver tailored strategies to support your business's growth and evolving needs, ensuring financial clarity and control.

    Let us help you turn your financial data into a powerful tool for decision-making and success.

Our Approach

  1. Ensure Compliance and Financial Organization: Begin by establishing compliance and organizing financials.

  2. Optimize Existing Resources: Leverage current assets to their fullest potential.

  3. Acquire Additional Resources Judiciously: Seek new resources only when absolutely necessary.

  4. Achieve Personalized Success: Assist in realizing your unique vision of success, free from external definitions.

Questions before getting started? Get in touch.