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FREEDOM PACKAGE
$395.00/Monthly

Our services are designed to give you Performance Insight information to hand so you can focus your attention on growing your business and within the Freedom Package include:

Performance Insight Reporting

  • Live Cashflow forecast report (Initial Cashflow Setup required)
  • Budget Variance dashboard
  • Profit & Loss Forecast and Performance Monitor
  • Forecast Revisions (to update cashflow and budgets) – 2 per year available half yearly
  • Additional KPI cards – 2 available

General Bookkeeping

  • Entering all expenses utilising ReceiptBank – limited to 100 receipts/invoices (ReceiptBank subscription included)
  • Reconciling all bank accounts – limited to 200 transactions across all bank accounts accounts
  • Bank accounts will be reconciled on a weekly basis
  • Review balance sheet on a Monthly basis and review any discrepancies
  • Processing journal entries where necessary – journals entries are counted as part of your bank reconciliation allowance
  • Liaise with your accountant as needed and provide a reconciled Balance Sheet at the end of the Financial Year for assistance with your annual compliance requirements
  • Preparation and Lodgement of your GST Return on a Quarterly Basis

Payroll Related Services

  • Lodgement of Monthly IAS
  • Processing Quarterly super payments via Xero auto super
  • Preparation of Employee Payments summaries at year end and lodgement with the ATO

Note: With this package we do not enter your sales invoices

PACKAGE COMPARISON TABLE STARTER FREEDOM INSIGHT FOCUS
Inclusions:
Expense Receipts 50 100 150 200
Accounts (Bank/Credit Card/Loans etc) 2 4 6 8
Payroll related services N/A Yes Yes Yes
Dashboard Reports 1 1 2 2
KPI Cards 3 5 8 12
Forecast & Budget Revisions pa 1 Annually 2 half yearly 4 quarterly 12 monthly
Monthly Price $245/mth $395/mth $675/mth $1,195/mth
Prices correct at the time of proposal and are subject to change.

Addons

BOOKKEEPING: GROUPED TRANSACTION LIMIT
$200.00/Monthly
BOOKKEEPING: LEVEL 2 (75/300)
$380.00/Monthly
MyProsperity
$65.00/Monthly
BOOKKEEPING: OUT OF SCOPE SERVICE
$0.00/Estimate
ASIC Compliance
$25.00/Monthly
PAYROLL: STAFF EXPENSE CLAIMS
$20.00/Monthly
DIRECT DEBIT FEE
$2.50/Monthly
SETUP: XERO REVIEW
$275.00/Upfront
BOOKKEEPING: STATEMENT REVIEW
$200.00/Monthly
BOOKKEEPING: EMAIL MANAGEMENT
$195.00/Monthly
BOOKKEEPING: LEVEL 1 (25/100)
$75.00/Monthly
BOOKKEEPING: INCREASED TRANSACTION LIMIT
$150.00/Monthly
BOOKKEEPING: PAYABLES MANAGEMENT
$225.00/Monthly
BOOKKEEPING: PAYABLES PROCESSING
$160.00/Monthly
BOOKKEEPING: RECEIVABLES MANAGEMENT
$200.00/Monthly

Tax

SETUP: ATO REGISTRATIONS
$300.00/Upfront
GST: QUARTERLY LODGEMENTS
$50.00/Monthly
GST: QUARTERLY LODGEMENTS CATCHUP
$150.00/Upfront

Bookkeeping

DIY SUPPORT PACKAGE (new)
$145.00/Monthly
INSIGHT PACKAGE
$675.00/Monthly
DIY SUPPORT PACKAGE
$145.00/Monthly
FREEDOM PACKAGE
$395.00/Monthly
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All prices are exclusive of GST

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