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Our Services

Four packages. Transparent monthly pricing. Built for where your business is right now.

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The Foundation Package

Get the basics right.

Best for sole traders, freelancers, and new startups

You’ve taken the leap. Now you need the financial side handled properly, without overpaying for advice you don’t need yet. The Foundation Package keeps you compliant, organised, and confident from day one.

You handle your own daily bookkeeping. We handle everything else.

What’s included:
Annual business tax return
2 individual tax returns for business owners
Quarterly BAS review to keep you compliant
Initial software setup and Xero configuration
Direct support for standard ATO queries
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Growth Accelerator

Scale with confidence.

Best for active and scaling businesses

You’re past the startup phase. Revenue is climbing. The team is expanding. And the financial side needs to keep up before something breaks.

The Growth Accelerator takes bookkeeping off your plate entirely and puts a registered agent behind your BAS, payroll, and ASIC obligations. You focus on growth. We keep the engine room running.

Everything in Foundation included, plus:
Done-for-you bookkeeping and monthly bank matching
Full BAS preparation and lodgement by your agent
Automated receipt and invoice sorting
Payroll setup
Company secretarial management and ASIC profile monitoring
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Executive Suite

Total peace of mind.

Best for established companies

You’ve built something substantial. Now you need financial oversight that matches your ambition, without the cost of a full in-house finance team.

The Executive Suite is your outsourced finance department. Virtual CFO support, strategic tax planning, and quarterly cash flow meetings, led by advisors who know your business inside and out.

Everything in Growth included:
Complete virtual CFO support and end-to-end financial oversight
Strategic tax planning session ahead of financial year-end
Quarterly cash flow meetings to maximise profit
Customised clarity reporting and monthly performance insights
Full audit protection and direct ATO liaison
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Enterprise Suite

Built for complexity.

Best for large or complex business groups

Multiple entities. Consolidated reporting. Board packs, stakeholder meetings, and systems that need to talk to each other. At this level, an off-the-shelf package doesn’t cut it.

The Enterprise Suite is built around your structure, not ours. You get a dedicated Senior Advisor, a priority support line, and a solution shaped to how your group actually operates.

What’s included:
Tailored corporate solutions built around your business goals
Multi-entity management and consolidated legal group financial reviews
Custom software integrations and advanced automation workflows
Dedicated Senior Advisor and priority support line
Custom financial packs prepared for Board or Stakeholder meetings
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Not sure which package is right for you?

That’s normal. Every business is different, and the right fit isn’t always obvious from a list of features.

Book a free 30-minute call. No pressure, no pitch, we’ll ask the right questions and tell you honestly which package fits, or whether you need something custom.

FREQUENTLY ASKED QUESTIONS

Got Questions? We’ve Got Answers.

The questions we hear most often from business owners before they make the switch.

Absolutely and most clients do. You can upgrade (or downgrade) at any time. We’ll review the fit at every quarterly check-in and recommend a change if your business has outgrown your current package.

Yes. We work with business owners right across Australia. Everything runs through cloud accounting tools like Xero, so location doesn’t change the quality of the service.

Easier than you’d expect. Once you give us the go-ahead, we handle the entire handover – contacting your previous accountant, transferring records, and updating the ATO. You stay out of the awkward bits.

Every package includes a dedicated advisor, unlimited email and phone support during business hours, and proactive contact from us, not just when you reach out. No call centres. No ticket numbers.

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Stop Losing Sleep Over Your Books.

Let’s build a plan that gives you clarity, confidence, and control. Claim your FREE 30-minute initial consultation and receive a tailored action plan for your business.

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