Service Packages & Retainers
Transparent starting points designed to scale alongside your business operations. Move systematically from compliance to strategic financial visibility.
Flexible Engagement Pathways
We offer two distinct engagement tracks to suit your current business stage—both backed by professional qualifications and registered BAS Agent compliance.
Advisory & CFO Services
Designed for growth-focused Victorian SMEs. We act as your outsourced finance department, delivering monthly management accounting, custom Power BI dashboards, and Virtual CFO advisory to help you control gross margins, runway, and cash flow.
- ✓ Management Accounts & KPI Tracking
- ✓ Power BI Dashboard Automation
- ✓ Virtual CFO Strategic Briefings
Business Compliance
Designed to secure your regulatory compliance foundations. We manage your bookkeeping, bank reconciliations, Single Touch Payroll (STP Phase 2), and quarterly BAS lodgements under our formal Tax Practitioners Board registration.
- ✓ Reconciled Ledgers & Bookkeeping
- ✓ STP Phase 2 Payroll (up to 5 staff)
- ✓ Registered BAS Agent Lodgements
Business Compliance
Clean bookkeeping, Single Touch Payroll (STP), and Registered BAS Agent lodgements to secure your regulatory foundations.
Sole Trader
Baseline BAS & Ledger Support
- Quarterly bank reconciliation (max 30 transactions/mo)
- Quarterly GST coding review
- Quarterly BAS preparation & lodgement
- Standard compliance phone support
Business
Small Business Bookkeeping & BAS
- Monthly bank reconciliation & ledger health checks
- GST ledger review & mapping
- Quarterly BAS/IAS preparation & lodgement
- Monthly email support & Xero queries
Business + Payroll
Reconciled Books & Payroll Compliance
- Everything in Business compliance package
- STP Phase 2 payroll processing (up to 5 staff)
- Superannuation clearing house tracking
- Payroll tax calculations & end-of-year summaries
Advisory & CFO Services
Strategic financial management, management accounting, and dashboard automation to steer your growth.
Financial Control
Management Reporting & Cash Control
- Monthly management accounts pack
- P&L, Balance Sheet & cash flow summaries
- Operating budget setup & tracking
- Quarterly performance review meeting
- Historical cash flow monitoring
- Registered BAS Agent compliance services
Financial Intelligence
Dashboard Reporting & Data Automation
- Everything in Financial Control
- Standard Xero-linked Power BI Dashboard
- Automated API data pipeline sync
- 12-month rolling cash flow forecast model
- Sales & gross margin analytics reporting
- Monthly performance review (60 mins)
Virtual CFO Advisory
Strategic Financial Leadership
- Everything in Financial Intelligence
- Custom cash runway & strategic modeling
- Annual operational budgeting & variance controls
- Monthly Board reporting package compilation
- Executive advisory briefings (90 mins)
- Hiring, pricing & expansion modeling support
Note on Pricing Scope: Final pricing depends on transaction volume, payroll complexity, entity structure, reporting needs and system integrations.