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Platinum Package

Platinum Package

Comprehensive Meeting

A Comprehensive meeting to assist you as advisors and consultants in business and taxation strategic planning.
This includes:

  • New Structure Advice
  • Tax advice
  • Financial and key KPIs advice
  • Accounting software advise
  • Bookkeeping advice
  • Follow-up meetings
  • email and telephone support

We will first establish your values, purpose, and goals.
Then we will build a plan to achieve those goals.
And then we take action, together!

Together we get you and your business all organised and ready for the road ahead. Exact steps and tasks will be determined as we progress. We start with values, vision, purpose, and goals. Then we use these to build a five year ‘high level’ roadmap to success and drill down into that to set more short-term action points. Then we take action, together.

We can spend time on setting up your bank accounts efficiently, budgeting and saving for tax and other important things, setting up (or cleaning up Xero), assessing and improving your internal systems and workflows, and (if needed), introducing a CRM or task management system that integrates with Xero.

Everyone is different, so this will be tailored to your desired outcomes and your stage of business.

Financial Foreman Membership

The Financial Foreman Membership gets you:

• Acess to Member Exclusive Facebook Community,
• Workshops and,
• Live events.

Monthly Management Meetings

To assist you in Monthly standard compliance & business strategic planning. This is a hybrid between an outsourced CFO and a Financial Controller.

Also included is:-
• Diagnostic Survey
• 5 Stages of Small Business Growth
• Personal Goals
• Business Model Canvas
• Cashflow performance
• Revenue Growth
• Gross Margin Improvement
• Overhead reduction
• Systematisation
• Asset Protection/Tax Optimisation

Each month we will:
• Oversee your accounting systems to ensure proper bookkeeping and reporting.
• Monitor the financial health and well-being of the business.
• Budgets and forecasts to help measure business performance.
• Help to manage and forecasting cash flow assumptions and needs.
• Guidance in strategic planning relating to growth and expansion.
• Financial insight and guidance on all company decisions and issues.

Annual Compliance Businesses

• Preparation of Annual Special Purpose Financial Reports including fixed asset schedule
• Preparation and lodgement of your Income Tax Return.
• Dividend Statements and Statutory Minutes.
• Troubleshooting & Support.

Monthly Compliance for Businesses

Our Quarterly compliance service package is focused on reviewing all of your business’ accounting and financial data in order to prepare & lodge your Monthly BAS (Business Activity Statements) for the period of the engagement.

Our Monthly Compliance for your Business includes the following:
• GST Audit procedures.
• PAYG withholding.
• FBT installment.
• PAYG Income Tax installment support.
• Our query time is also included.

A comprehensive statement of advice providing insight into tax planning matters specified to your business.

Our Memorandum of Advice service will include a meeting in April/May for the following:
• 1-page report addressing key strategies.
• Debrief meeting to discuss key findings and propose an action plan.


Accounting services - Initial Budgeting & Cash Flow Forecasting services

Xero Setup

Xero Health Check and Clean Up
Technology: Xero - Setup
Technology: Xero - Data Migration


Bookkeeping services - Bookkeeping (up to 100 transactions)


Taxation services - Taxable payments annual report (TPAR) (Business)


Technology : Strategic Advice
Platinum Package
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All prices are exclusive of GST

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