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