Packages

Tax and advisory solutions that grow with your business. Choose the level of support that suits your stage now, then move into deeper strategic advice as your business grows.

Essentials

For Sole Traders & New Startups

$200 /month + GST

Get the fundamentals covered and your compliance sorted fast.

Includes

  • Individual or sole trader return
  • BAS preparation & lodgement
  • Bookkeeping support in Xero or MYOB
  • ATO correspondence handling
  • Year-end financial reports
  • Client portal access

Growth

For Small Businesses & Teams

$550 /month + GST

Step into strategic support and stay ahead of your numbers.

What's Included

  • Everything in Essentials
  • Company, trust or partnership returns
  • Quarterly performance reviews
  • PAYG and super compliance
  • Unlimited tax support by email
  • Annual tax planning and structuring

Quickly evaluate the differences
between each plan.

See how each package expands from core compliance support through to more hands-on advisory, reporting, and planning.

Features
Essentials
Growth
Elevate
Tax return preparation
Individual / sole trader
Company / trust / partnership
Company / trust / partnership
BAS lodgement
Included
Included
Included
Payroll & super compliance
Optional add-on
Included
Included
Tax planning
Optional add-on
Annual session
Annual session + advisory
Quarterly reviews
-
Included
Included
Monthly advisory & forecasting
-
-
Included
Custom dashboards & reporting
-
-
Included
Dedicated advisor
-
-
Included

Let’s talk.

We’ll tailor the right fit based on where you are now and where you want to go. Prefer to speak to someone? Book a free 15-minute strategy call at a time that suits you. We work with clients all across Australia online, on the phone, and in person.