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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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