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Bookkeeping Package (2) Silver

Provision of monthly bookkeeping services from the year beginning 1 July 20XX.

The tasks included in this service are generally as follows:

  1. Provision of bookkeeping services generally throughout the period on an ongoing basis
  2. Allocation of Bank Feed data via your cloud-based accounting software
  3. Monitoring and maintaining data feeds into your accounting software
  4. Request for pertinent financial documents and other information from time-to-time
  5. Review of the information provided and request for additional information if needed
  6. Preparation and sending of query list for discussion and answer from time-to-time if required
  7. Reconciliation of bank, credit card, asset and liability accounts from time-to-time where required
  8. Reconciliation of accounts payable and receivable if required
  9. Entering of supplier invoices and receipts imported via online software if applicable
  10. Prepare and lodge your BAS (Business Activity Statement) on a quarterly basis
  11. Process Payroll for 5 x employees, including lodgement with ATO via STP (Single Touch Payroll)
  12. Process and lodge Superannuation payable via SuperStream on a quarterly basis
  13. Troubleshooting and Support where and if required
  14. Attendance on emails and/or phone enquiries from time-to-time

Please Note!

  • This service requires an active cloud-based accounting software subscription.
  • This is an Annual Service Agreement (ASA) carried out and paid for on a monthly recurring basis.


Establish Company
Establish Corporate Trustee
Establish Discretionary/Unit/Hybrid Trust
Establish Discretionary Trust w/Direct Lineage
Establish Discretionary Trust excl Foreign Persons
Establish Self-Managed Super Fund (SMSF)


Tax Return for Individual (ITR)
Tax Return for Sole Trader (Sole)
Tax Return for Partnership (PTR)
Tax Return for Company (CTR)
Tax Return for Trust (TrTR)
Tax Return for SMSF (SMSF)
Annual Financial Reports (NFP)
Tax Return Not Necessary for Individual (RNN-I)
Tax Return Not Necessary for Company (RNN-C)
Tax Return for Deceased Estate (ESTA)
Fringe Benefits Tax Return (FBT)
Annual GST Reconciliation & Lodgement


Advisory Services - Tax Planning Advice
Advisory Services - Business Health Check
Advisory Services - Business Structure Advice
Advisory Services - Budget Preparation
Advisory Services - Cash-Flow Forecast
Advisory Services - Management Report
Advisory Services - General Advice
Advisory Services - Virtual CFO Services
Due Diligence (1) Acquiring Business


BAS Preparation (1) Lodge Only
BAS Preparation (2) Calculate & Lodge
BAS Preparation (3) Enter, Calculate & Lodge
Bookkeeping Package (1) Bronze
Bookkeeping Package (3) Gold
Bookkeeping Package (4) Platinum
Bookkeeping Chart-of-Accounts Setup
Bookkeeping Xero Conversion/Set-up
STP Payroll Set-up
STP Payroll Processing (Kountable)
STP Payroll Processing
STP SuperStream Processing
IAS Preparation & Lodgement


ASIC Services - Act as ASIC Agent
ASIC Services - Corporate Secretarial
ASIC Services - Business Name Transfer
Audit Services - Real Estate Trust Account
Audit Services - Solicitors Trust Account
Audit Services - Conveyancers Trust Account
Bookkeeping Package (2) Silver
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All prices are inclusive of GST

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