Our Packages

Our fixed price packages give our clients peace of mind

Kickstart

$199 per month

You’ve got a bright idea but you need an advisor so you can focus on your dreams. Let us worry about your books, lodgements and your business structure, so you can focus on your ideas.
Needs analysis and strategy phase

  • Comprehensive automated needs analysis at start
  • Envisor program

    Strategy execution phase
  • Annual tax return and Business Activity Statements (1 legal entity)
  • Free leading cloud software: Xero
  • Biannual 1 hour planning meetings
  • Turnaround time: 24 hours for emails, ASAP for phone calls (yes we only have mobile phones)
  • Mobile app for invoicing, performance review etc.
  • App advisory: what app is best for your business? We will guide you.
  • Free access to technical database for business development.
  • Want to do your books? We will train you for free.

Blossoming

$350 per month

You’re gaining momentum and kicking goals. Now you need to de-stress, protect your assets and work out your next move. We use simple language so you understand exactly what to do next.

  • All the features of Kickstart plus:

    Strategy execution phase
  • Biannual planning meetings and quarterly online performance reports.
  • Live dashboard with business performance metrics.

    Advanced features
  • Better business program

Kaizen

$999 per month

You’re growing the business and getting results. Now it’s time to systemise and continually evaluate, innovate and improve.

  • All the features of Blossoming plus:

    Strategy execution phase
  • Annual tax return and Business Activity Statements (up to 2 entities)
  • Quarterly planning meetings and quarterly online performance reports.

    Advanced features
  • CFO program
  • Business valuation (annual)
  • Succession planning advisory
  • Complex tax advice letter (1 letter)
  • Statutory audit of: POA if complex audit

    Retirement planning / superannuation
  • Set up SMSF
  • Retirement planning advice

    Estate planning
  • Estate planning project management

Get it done for me!

$2000 per month

Your outsourced finance department

  • All the features of Kaizen plus:

    Strategy execution phase
  • Annual tax return and Business Activity Statements (up to 5 legal entities)
  • Quarterly planning meetings and monthly online performance reports.
  • Board of advice program
  • Business valuation (on demand)
  • Exit planning
Want to grow your business? Our Free Resources will Help