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We work with our clients in many different ways however some clients prefer the certainty of a fixed fee per month that is tailored to meet their business needs. We've created both book-keeping and business packages that range from little help through to acting as Virtual CFO in your business. Please click below for more information on our packages or go to services to find out other ways that we can work with you.
Business Packages

Compliance Basics

Tax Planning Essentials

Business Advantage

Virtual CFO

Virtual CFO Plus!

Our most basic package for those clients that simply want peace of mind that their taxes are prepared correctly but don't want much more help.
For those wanting to minimise the tax that they pay and maximise their own cash/assets.
For those that want to minimise their tax but also want to take charge and develop their businesses.
For those business owners that are ready to take the next step - whether it's growing your business, cashflow issues, efficiencies, etc we get in and work closely with you.
All the benefits of Virtual CFO but on a more regular basis. This is about us rolling up our sleeves with you to keep you accountable and on track for what you want to achieve in your business.
From $250 per month From $400 per month From $550 per month From $1000 per month From $1550 per month
  • Annual data integrity check
  • Annual financial statements
  • Annual business tax return
  • Annual management report incl. business analysis and benchmarking
  • Annual general meeting
  • Annual individual tax returns
  • Unlimited phone calls
  • Bi-annual data integrity check
  • Annual financial statements
  • Annual business tax return
  • Annual management report incl. business analysis and benchmarking
  • Annual general meeting
  • Annual individual tax returns
  • Unlimited phone calls
  • Annual Tax Planning
  • Annual tax planning meeting 
  • Bi-annual data integrity check
  • Annual financial statements
  • Annual business tax return
  • Annual management report incl. business analysis and benchmarking
  • Annual general meeting
  • Annual individual tax returns
  • Unlimited phone calls
  • Annual Tax Planning
  • Annual tax planning meeting
  • Quarterly management report
  • Bi-annual data integrity check
  • Annual financial statements
  • Annual business tax return
  • Annual management report incl. business analysis and benchmarking
  • Annual general meeting
  • Annual individual tax returns
  • Unlimited phone calls
  • Annual Tax Planning
  • Annual tax planning meeting
  • Annual budget setting
  • Annual cashflow forecasting
  • Quarterly management reporting
  • Quarterly KPI setting
  • Quarterly KPI monitoring
  • Quarterly management meetings
  • Bi-annual data integrity check
  • Annual financial statements
  • Annual business tax return
  • Annual management report incl. business analysis and benchmarking
  • Annual general meeting
  • Annual individual tax returns
  • Unlimited phone calls
  • Annual Tax Planning
  • Annual tax planning meeting
  • Annual budget setting
  • Annual cashflow forecasting
  • Monthly management reporting
  • Monthly KPI setting
  • Monthly KPI monitoring
  • Monthly management meetings


Please note these packages are to be used as a guide only and can be tailored to suit you and your business’s specific needs.


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