Executive Package

From $298 a month.

The Executive package is for those business owners who have seen the success within their business and is committed to making their business flourish.  You take the management of your business seriously and you want real, relevant information that you can use to make decision and continue to achieve success.

Our Commitment to You:

Our professional services include:

  • Xero Subscription Fees
  • Quarterly Xero Health Check.
  • The Preparation and Lodgement of your Business Activity Statement
  • Quarterly Management Reports
  • Yearly Review and Discussion of all aspects of your business
  • Yearly Review of your business structure to ensure it is still optimised for your ever-changing situation
  • Maintenance of your Asset Register
  • On-call assistance with any bookkeeping assistance

Your Commitment to Us:

Running a business is a two-way street. Therefore, under this package you will:

  • Attend to the preparation of all aspects of your Payroll obligations
  • Use the reports in order to track your performance against key KPI’s, budgets, and cash flows
  • Ensure your financial data is of the best possible quality, including reconciling Xero
  • Identify areas you would like to focus on for improvement
  • Listen to our advice and give it full consideration

Costing Considerations

When we prepare a complete quote for you, we take into consideration:

  • The number of entities you have within your group
  • The complexity of your business and the industry
  • The number of business transactions you have
  • Your bookkeeping requirements
  • The quality of your records and the completeness of the information provided

Services We Package Separately

We understand you are focused on the performance of your business and this requires a unique perspective and set of skills. For this reason, compliance activities (such as your tax returns) are kept separate from these packages.

We will always quote separately on items such as:

  • Preparation of Financial Statements
  • Preparation and Lodgement of Annual Income Tax Returns
  • Establishing your business on Xero
  • Tax Planning and restructuring
  • Detailed Tax Advice matters

Call us on 5532 2321 or send us an enquiry

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