Business
Advice

Business
CFO

Xero
Support +
Training

Xero
Keeping

Business Advice

We can offer a one off fixed price on a range of business advise including your very own CFO to analyse your business performance, assist with your next business purchase or work with you on your ideal business structure.

CFO
Business
Analysis

$300

plus GST per hour

Let us review your business performance
  • Performance Report – KPI Analysis
  • Cash flow analysis
  • Tax strategy opinion
  • Industry Benchmarking comparison
  • Asset protection review
  • Management Report
  • Strategic plan with action plan

Business Purchase

from

$2,000

plus GST

Let us assist with your next business purchase
  • Due Diligence Reviews
  • Financial Verification Reports
  • Asset Protection / Business Structure Advice
  • Business Sale Information Memorandum & Valuation
  • Provide a list of steps to be completed before implementation
  • Business Plans, Strategic Plans & Action Plans
  • Cash Flow Budgets

Business Structure Advice

$750

plus GST one-off

Business structure advice & meeting with structure advice report
  • Structure advice presentation & meeting – 1 hour
  • Structure advice report with diagrams
  • Company – $1,000 plus GST
  • Trust + Corporate Trustee – $2,000 plus GST
  • Trust + Individual Trustees – $500 plus GST
  • Superfund + Corporate Trustee -$1,500 plus GST
  • All setups include ABN, GST & TFN registrations where applicable

Business CFO

Let us work with you a on a monthly or quarterly basis providing full management and performance reporting, including meetings, cash flow budgets, tax planning sessions and your year-end financial statements and income tax returns included.

Quarterly
CFO

$500

plus GST per month

Quarterly business advice & all your annual financials / tax returns
  • Quarterly Management Report
  • Quarterly Meeting Agenda & Action Plan
  • Quarterly Performance Report – KPI Analysis
  • Quarterly Meeting with your own CFO
  • Cash Flow Budgets
  • Annual tax planning session & report
  • Annual Industry Benchmarking
  • Financial StatementsIncome Tax Returns

Monthly
CFO

$1,000

plus GST per month

Monthly business advice & all your annual financials / tax returns
  • Monthly Management Report
  • Monthly Meeting Agenda & Action Plan
  • Monthly Performance Report – KPI Analysys
  • Monthly Meeting with your own CFO
  • Cash Flow Budgets
  • Annual tax planning session & report
  • Annual Industry Benchmarking
  • Financial Statements
  • Income Tax Returns

Custom
CFO

$POA

Call us today on
1300 832 622
to discuss
  • Reporting for family group of companies/trusts
  • Monthly / Quarterly Meeting Agenda & Action Plan
  • Monthly / Quarterly Performance Report – KPI Analysys
  • Monthly / Quarterly Meeting with your own CFO
  • Cash Flow Budgets
  • Annual tax planning session & report
  • Annual Industry Benchmarking
  • Financial Statements
  • Income Tax Returns

Xero Support + Training

We can provide you with all your initial Xero business needs at a fixed price. Xero new business setup includes creating your file, chart of accounts, bank feeds and users, we can train you and your staff with our Xero Training to Xero Payroll packages.

Xero
Setup

$300

plus GST one off

Set-up for Xero for new business.
Complete set-up of Xero for a new business including banks feeds, account names, customised invoices and more.
  • Create Xero File
  • Chart of Account
  • Opening Balances
  • Setup bank accounts + feeds
  • Branded invoice template
  • Issue logins for your team

Xero
Training

$600

plus GST one off

How to effectively use your Xero suite. Online or with your accounts team.
  • Guided demonstration through Xero
  • Dashboard Set Up
  • Importing Bank Statements
  • Entering Cheques & Receipts
  • Creating Sales Invoices
  • Entering Accounts Payable
  • Entering Cash Expenses and Credit Card Purchases
  • Basic Report Functions
  • Maintaining your Contact Database on Xero
  • Xero Add Ons
  • How our support works

Xero
Payroll

$300

plus GST one off

Complete set-up of Xero Payroll.
  • Payroll Settings
  • Employer Details
  • Employee Details
  • Payroll Templates
  • Opening Pay Balances
  • Superannuation Details
  • Employee Access

Add on Xero Payroll Training for $300 plus GST

Xerokeeping

With fixed price Xerokeeping, we can do as little or as much as your business need.

From businesses that are in total control of their Xero file to businesses that prefer us to do the lot!

Xero
Coach

$125

plus GST per month

For businesses that are control of their xero file
  • Review of your GST data entry
  • BAS Lodgement
  • Checking of ATO portal accounts
  • Support calls

Xero
Captain

$250

plus GST per month

For businesses that need assistance with their xero file
  • Review of your GST data entry
  • Review of general ledger
  • BAS Lodgement
  • Paperless filing system
  • Checking of ATO portal accounts
  • Support calls

Xero
Player

$500

plus GST per month

For businesses that need our help everyday
  • Reconciling Bank Accounts
  • Maintaning of Accounts Payable & Receivable
  • Payroll Support
  • Review of your GST data entry
  • Review of general ledger
  • BAS Lodgement
  • Paperless filing system
  • Checking of ATO portal accounts
  • Support calls

Not sure what is the
right option for you?

Call 1300 832 622