Know your fee before we start
Packages for businesses turning over $1M to $20M, with a fixed fee agreed in writing. Pick one, or book a call and we will tell you which fits.
Business compliance
For established businesses that want it done properly
Fixed feequoted in writing after your free call
- ✓ BAS, GST and payroll lodgements
- ✓ Year-end financial statements
- ✓ Company, trust and owners' tax returns
- ✓ ASIC company secretarial
- ✓ Account manager and partner review
Growth advisory
Compliance plus a virtual CFO
Fixed feequoted in writing after your free call
- ✓ Everything in Business compliance
- ✓ Monthly management accounts
- ✓ Budget, cash flow forecast and KPIs
- ✓ Quarterly meeting with your partner
- ✓ Tax planning before 30 June
Structure and protection review
One-off project, then a clear plan
Fixed feequoted in writing after your free call
- ✓ Review of your group and family structures
- ✓ Asset protection gaps and risks
- ✓ Tax-effective restructure options
- ✓ Succession and exit readiness
- ✓ Written report and partner meeting
Transaction support
Buying or selling a business
Fixed feequoted in writing after your free call
- ✓ Due diligence or sale preparation
- ✓ Deal structure and tax on the deal
- ✓ Written report and partner meeting
- ✓ Support to settlement
All prices include GST. Your exact fee is confirmed in writing after the strategy call.
Not sure?
Which package fits you?
Two quick questions and we will point you to the right one.
1. Yearly turnover
2. What matters most right now?
We suggest
Growth advisory
Compliance plus monthly numbers, forecasts and a quarterly partner meeting.
Book a free strategy callCompare
What is in each package
| Included | Business compliance | Growth advisory |
|---|---|---|
| BAS, GST and payroll lodgements | ✓ | ✓ |
| Year-end accounts and tax returns | ✓ | ✓ |
| ASIC company secretarial | ✓ | ✓ |
| Account manager and partner review | ✓ | ✓ |
| Monthly management accounts | — | ✓ |
| Budget, cash flow forecast and KPIs | — | ✓ |
| Quarterly partner meeting | — | ✓ |
| Tax planning before 30 June | Yearly check | ✓ Full plan |
| Bank and finance support | — | ✓ |
How fees work
How our fees work
Fixed, in writing
Your fee and what it covers are in an engagement letter you sign online before we start.
Monthly direct debit
Spread the cost evenly, with no year-end bill shock.
No surprise extras
If something new comes up, we quote it first. Nothing extra is billed without your OK.
Reviewed every year
If your business changes, your package changes with it.
Questions
Common questions
What is not included?›
Work outside the package (for example an ATO audit, a restructure or buying a business) is quoted separately before we start.
Can I change packages?›
Yes. Move up or down at any time; the new fee starts from the next month.
How do I pay?›
By monthly direct debit, or yearly in advance. Payment details are set up securely online.
Is the strategy call really free?›
Yes. It is a no-obligation conversation about your business. If we can help, we send you a written fee proposal.
Do you work with businesses under $1M?›
Yes. Our packages are designed for $1M to $20M businesses, but we look after smaller businesses, sole traders and individuals too. You can book a tax return appointment from our Services page.
Find the right package on a free call
Confidential · No obligation · Registered tax agent 26173619