Fixed Fee Retainer & Service Bundles

Fixed Fee Retainer and Service Bundles

Our fixed fee retainer and service bundles are designed to offer you flexibility. You choose the package that works best for you and your business (don’t worry – we can help you decide if you’re not sure).

They’re not set in stone either – if there is something else you need, let us know and we’ll work it into your package.

Retainer Packages

Tier Two Turnover Above $75K

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

$ 420 Monthly ex GST

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

$ 690 Monthly ex GST

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

$ 900 Monthly ex GST

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 exclude GST

$ 00* Monthly ex GST

*Included as standard for all retainer packages
Monthly bank reconciliation
Quarterly document collation email
5 day response time
Yearly client 'check in' appointment**

$ 110 Monthly ex GST

Fortnightly bank reconciliation
Monthly document collation email
1 x accountant's letter per year
3 day response time
6-monthly client 'check-in' appointment

$ 160 Monthly ex GST

Weekly bank reconciliation
Monthly document collation email
3 x accountant letters per year
1 day response time
Principal's personal phone number* - 30 minutes unstructured time per month
Quarterly client 'check-in' appointment**
Yearly Savvy Session***

Let's do this - get in touch

*Up to 30 minutes unstructured per month. Pick up the phone and talk to Tony whenever you need to regarding day to day running of your business and you keep track of how much time you’ve used up for the month. **These 15 minute 'check in' appointments with the Practice Manager are an opportunity to raise questions and communicate challenges. ***These ‘savvy strategy sessions’ are an opportunity to ask questions and plan for future growth. They are usually charged out at $528.00 + GST per hour.

Tax Returns

All prices exclude GST

Individual

$210

Individual/Sole Trader

$420

Partnership

$420

Trust

$740

Company

$1,050

Fringe Benefits Tax

$530