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P = Provided

PRICE	Xero Fee	Compliance	Advice Plus	Virtual CFO
Monthly Xero STARTER(1 Payroll) subscription (inc. GST)	$25
Monthly Xero STANDARD(2 Payroll) subscription (inc. GST)	$50
Monthly Xero PREMIUM 5 subscription (inc. GST)	$65
Monthly Xero PREMIUM 10 subscription (inc. GST)	$75
Monthly Xero PREMIUM 20 subscription (inc. GST)	$90
Monthly Xero PREMIUM 50 subscription (inc. GST)	$125
Monthly Xero PREMIUM 100 subscription (inc. GST)	$150
Initial Xero setup & training (exc. GST)		From $500	From $500	From $500
Monthly fixed price (exc. GST)		From $500	From $500	From $500

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SERVICES INCLUDED	Compliance	Advice Plus	Virtual CFO
Annual financial statements preparation	P	P	P
Tax return preparation & lodgement	P	P	P
Tax planning review (in April/May)	P (Service on request and POA) – Value could be thousand’s of $$$	P (Service on request and POA) – Value could be thousand’s of $$$	P
Unlimited e-mail and phone support (brief phone calls only)	P	P	P
Preparation & lodgement of BAS		P	P
Online view of cash position		P	P
Monthly review of your data entry		P	P
Maintain fixed assets register and calculate depreciation		P	P
Coding and reconciliation of bank accounts			P
Budgets prepared and reviewed quarterly			P
Quarterly management reports			P
Quarterly business strategy meeting (phone or Skype)			P
Annual strategic planning meeting			P
Annual 12 month cash flow forecast & profit plan			P
Business performance health check			P
Monthly profit & cash flow actual –v- Budget report			P
Monthly management reports			P
Monthly 1 hour business strategy / board meeting (phone or Skype)			P
Note: Company and ASIC lodgements will be invoiced separately

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BONUSES INCLUDED	Compliance	Advice Plus	Virtual CFO
Annual business and personal needs review	Free	Free	Free
Loan comparison review	Free	Free	Free
Regular e-mail newsletter	Free	Free	Free

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BUSINESS ENHANCEMENT SERVICES	Estimate
Strategic planning session	$4,400
Customer advisory board	$3,850
Business performance review	$1,650
Business succession plan	$4,400
Business valuation report	$3,850
Wealth “LifePlan”	$2,200

All services above can be “mixed and matched”. Please contact us for a discussion about your circumstances!

Growth Prof

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Recent Blogs

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