Grant comparison

Talk to us

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

View Table

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

View Table

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

View Table

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

View Table

Recent Blogs

Avoiding Common Payroll Mistakes in SMEs: A Guide for Australian Businesses

Payroll management is a vital but complex task for Australian small and medium-sized enterprises. Errors in payroll can cause costly financial penalties, legal issues, and damage employee trust. As payroll laws and compliance requirements continually evolve, SMEs must be proactive in managing these risks. Here is a guide to key payroll mistakes Australian SMEs commonly… Continue reading

NDIS Accountant and Accounting Services in Australia

The National Disability Insurance Scheme (NDIS) has transformed how Australians with disability access support, but it also brings significant financial complexity. As of mid-2024, the scheme supports over 661,000 NDIS participants, with annual spending of around $41.8 billion. Participants must manage budgets across multiple funding categories, while NDIS providers face a heavy administrative load, including… Continue reading

New TASA Code of Professional Conduct 2025 | What It Means for You

We would like to bring to your attention the changes to the Tax Agent Services Act (TASA) Code of Professional Conduct, effective from July 2025. These updates place additional obligations on tax and agents and have practical implications for how we work with you. What’s Changing? The TASA Code has been revised to strengthen professional standards and… Continue reading