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

Business News – Special Federal Budget 2025-26 Edition

Budget Overview On Tuesday 25 March 2025, the Treasurer, the Hon Dr Jim Chalmers MP, delivered the Federal Budget 2025–26 (Budget), his fourth budget. The media consensus seems to be that it is a relatively low-key budget on the eve of the election (which will be held on Saturday 3 May 2025) with, unsurprisingly, few… Continue reading

Business News – February 2025

TaxWise What’s Been Happening in the Parliament? Instant Asset Write-Off – Small Business Small businesses that use the simplified depreciation rules can immediately write off the full cost of a depreciating asset used in the business, provided the cost is below the relevant threshold. This measure is known as the instant asset write-off (IAWO). The… Continue reading

Year End Planning Tips for Australian Taxpayers – A Comprehensive Guide

As the financial year draws to a close, it’s the perfect time to take control of your finances. Year-end planning goes beyond tax preparation—it’s about ensuring your overall financial well-being. Whether you’re an individual or a business owner, taking proactive steps now can set you up for success in the coming year. Why Year-End Planning… Continue reading