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Business - Growth
$895.00/Monthly

1. CFO Service

Preparation and distribution of monthly management reports and a 1 hour meeting with our business advisor analysing the performance of the business to maximise the growth potential, scalability and sustainability of your business through advice on issues important to establishing, sustaining and growing your business. The advice covered will depend on what stage your business is at but the areas that can be cover are:

  • General management, leadership & mentoring
  • Strategic management
  • Business planning
  • KPI Development
  • Benchmarking
  • Tax Planning
  • Revenue modelling, financial projections, cash flow and capital needs analysis
  • Change management
  • Operational and business process management
  • Operations, infrastructure & technology planning
  • Business development
  • Sales & sales management
  • Deal structuring and negotiation
  • Contract evaluation, negotiation and management
  • Client relationship management
  • Stakeholder relationship management

2. Free Accounting Software or BYO

We can provide you with a free standard Xero subscription, or keep your own MYOB, Quickbooks etc. Upgrades charged in addition.

3. Annual Financial Statement and Tax Return

  • Preparation of the 2019 Financial Statements including fixed asset schedule
  • Preparation and lodgement of the 2019 Income Tax Return
  • Dividend Statements and Statutory Minutes
  • Annual business strategy meeting
  • Telephone support

4. Monthly Business Activity Statements

We review your accounting data to prepare and lodge monthly Business Activity Statements for the period of the engagement including:

  • GST
  • PAYG Withholding
  • PAYG Income Tax Instalment

5. Financial Modelling

We prepare a financial modelling for your business to provide you and third parties (e.g. banks) an understanding of the forecasted performance and anticipate the potential cash flow and financial risks of your business. Out three way forecasting includes:

  • Forecast Profit & Loss
  • Forecast Cash Flows
  • Forecast Balance Sheet

6. KPI Development and Analysis

We will work with you to determine the key performance indicators (KPIs) for your business. This will measure whether your business is on track to achieve your goals

7. Annual Tax Planning

We perform a tax review in May/June to identify opportunities to legally reduce your income tax

8. Preparation of Annual Budget

We prepare an annual budget for the financial year and upload it into your accounting system

9. Annual PAYG Payment Summaries and Statement

  • Review and preparation of summaries
  • Lodgement of statement
  • Distribution of group certificates to your employees

10. ASIC

Appointing Judge Accountants as ASIC agent for your corporate entity includes:

  • Review ASIC company statement
  • Preparation of Solvency minute
  • We pay the Annual ASIC filing fee ($263 in value)
  • Change of address
  • Changes to shareholding or Members/Director’s details charged extra

Additional Services (if available)

  • Monthly business performance snapshots (if Xero is reconciled)
  • ATO tax balance email reminders to help you avoid ATO penalties for late payment
  • Telephone support to assist with any queries in relation to your business
  • e-newsletter containing all the latest in tax and industry news
  • Annual FBT Questionnaire. If required, FBT Return will be charged additionally

Support

SMSF - Administration
$150.00/Monthly

Addons

OSR - Trust Registration
$900.00/Upfront
ASIC - Company Registration Fee
$488.00/Upfront
Estate - Estate Advice & Assistance Service
$1,200.00/On Completion
OSR - Trust Stamping Fee
$510.00/Upfront
Estate - Pre-Death Income Tax Return
$300.00/On Completion
ASIC - Company Registration
$920.00/Upfront
Estate - Tax Compliance Service
$600.00/On Completion
Xero - Premium 5
$13.64/Monthly
Xero - Premium 10
$22.73/Monthly
Xero - Premium 20
$36.36/Monthly
Xero - Premium 50
$68.18/Monthly
Xero - Premium 100
$90.91/Monthly
Receipt Bank
$19.95/Monthly

Tax

Personal - Income Tax Return
$200.00/Upfront
Family Trust
$100.00/Monthly
Investment Companies
$135.00/Monthly
Investment Trust
$125.00/Monthly
Investment Partnership
$125.00/Monthly
BASs - Quarterly
$100.00/Monthly
BASs - Monthly
$300.00/Monthly
IASs - Monthly
$110.00/Monthly
IASs - Monthly (excl BAS)
$75.00/Monthly

Xero Setup

Xero Conversion
$900.00/Upfront

Advisory

Management Reports - Quarterly
$125.00/Monthly
Management Reports - Monthly
$350.00/Monthly
Budget - Annual
$400.00/Upfront

Other

ASIC - Administration Service
$15.00/Monthly
ASIC - Annual Fee
$21.92/Monthly
ASIC - SMSF Annual Fee
$4.08/Monthly
Fringe Benefits Tax Return
$450.00/Upfront
NSW Payroll Tax
$110.00/Monthly

Bookkeeping

Bookkeeping - 75
$300.00/Monthly
Bookkeeping - 150
$475.00/Monthly
Bookkeeping - 250
$780.00/Monthly
Business - Growth
$895.00/Monthly
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All prices are exclusive of GST

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