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Fixed Fee Retainer & Service Bundles

Retainer Package Inclusions

Tier Two Turnover Above $75K

All prices are monthly and include GST and exclude Xero software fees

THE EXECUTIVE

$ 440 Monthly
  • Up to 3 bank accounts
  • REGULAR
  • Bank reconciliation
  • QUARTERLY
  • Interest
  • Depreciation
  • BAS
  • Basic management reports
  • YEARLY
  • Financial statements
  • Year-end processing

THE ENTREPRENEUR

$ 715 Monthly
  • More than 3 bank accounts
  • Payroll - Up to 5
  • REGULAR
  • Bank reconciliation
  • Payroll and STP compliance
  • Superannuation compliance
  • MONTHLY
  • IAS
  • Interest
  • Depreciation
  • QUARTERLY
  • BAS
  • Basic management reports
  • YEARLY
  • Tax planning
  • STP finalisation
  • Financial statements
  • Year-end processing

THE TYCOON

$ 935 Monthly
  • More than 3 bank accounts
  • Payroll - More than 5
  • REGULAR
  • Bank reconciliation
  • Payroll and STP compliance
  • Superannuation compliance
  • MONTHLY
  • IAS
  • Interest
  • Depreciation
  • QUARTERLY
  • BAS
  • Basic management reports
  • YEARLY
  • Tax planning
  • STP finalisation
  • Financial statements
  • Year-end processing

Service Bundles

All prices are monthly and include GST

BRONZE

$ 00* Monthly
  • *Included as standard for all retainer packages
  • Monthly reconciliation
  • Quarterly document collation email
  • Promised within 24hr acknowledgement of email/phone call
  • 5 day response time
  • Monthly accounts receivable reconciliation
  • Yearly client 'check in' appointment**

SILVER

$ 110 Monthly
  • Fortnightly reconciliation
  • Monthly document collation email
  • 1 x accountant letter
  • Promised within 24hr acknowledgement of email/phone call
  • 3 day response time
  • Fortnightly accounts receivable reconciliation
  • 6-monthly client 'check-in' appointment

GOLD

$ 165 Monthly
  • Weekly reconciliation
  • Fortnightly document collation email
  • 3 x accountant letter
  • Promised within 24hr acknowledgement of email/phone call
  • 1 day response time
  • Principal's personal phone number* - 30 minutes unstructured time per month
  • Weekly accounts receivable reconciliation
  • Xero analytics set up
  • Xero watchlist set up
  • Quarterly client 'check-in' appointment**
  • Complimentary yearly Savvy Session***

Tax Returns

Individual

$220

Individual / Sole Trader

$440

Partnership

$440

Trust

$770

Company

$1,100

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