Advice Plus Package

ADVICE PLUS

Advice Plus is our fixed price packaged accounting and taxation service offered and uses the Xero Online Accounting System. It suits small to medium sized business owners who are looking for proactive advice to grow and manage their business.

Our Advice Plus service starts from as little as $300 plus GST per month. Once set up, the monthly fee removes the need for a large end of year accounting bill – useful for managing cashflow.

WHAT IS XERO

Xero is an online accounting system designed for small to medium businesses and their advisors.

YOUR PACKAGE INCLUDES

• Proactive business advice every 3 months
• We’ll complete your annual financial statements, income tax returns, business activity statements and tax administration (tax assessments and reminders)
• Annual tax planning review, business and personal needs analysis
• Regular management reports to assist with managing your tax payments, budget and cashflow
• Regular email updates with advice to keep you informed of relevant tax and business issues.
• Xero online accounting software – we provide you with full training, you input the basic data, we check it

Regular PROACTIVE advice and reporting. Know what is happening in your business and view current trends as they occur and take necessary corrective action sooner rather than later. Financial institutions supplied up to date data to support loan applications. Regular updates on your financial position rather than at the end of the financial year.

Accounting fees paid monthly for easier cashflow management.

An accounting system that is SIMPLE to operate. No specialist knowledge required, we provide you with all the Xero training needed.

GST is taken care of. Business activity statements professionally prepared and lodged for you.

Timely preparation of annual financial statements and tax returns. Peace of mind that your tax returns are lodged on time and prepared by professionals.

Enhanced tax planning. Know how your business is going and get recommend tax strategies and forecast your tax.