Current Business Client Agreement Renewal
Customising to your changing needs
By renewing your agreement with us every year we are able to customise our services to your changing needs.
Book Keeping & Financial Management
The biggest development in our business over recent years has been in the areas of book keeping and financial management. As you may have noticed we have been making significant investments in technology. We now have the ability to do your book keeping remotely and securely. With specialist software we can model certain scenarios to help you make better financial/ business decisions.
100% Value Guarantee - ALL our book keeping and virtual CFO clients have received MORE value in terms of accurate, timely insights about their business/ financial situation compared to the value for money they received at comparable/ competitive prices to previous internal/ external book keepers.
Please review our three (3) most popular packages:
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LEVELS |
BRONZE |
SILVER |
GOLD |
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POPULAR PACKAGES (Any package can be tailored to your needs) |
TAX COMPLIANCE |
BOOK KEEPING |
VIRTUAL CFO |
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FIT |
Suits small business and investors who just want us to minimise/ manage their tax. |
Suits small/ medium businesses that want Bronze but also do their book keeping. |
Suits businesses that want Silver but also to better manage their finances. |
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TAX COMPLIANCE |
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Annual Accounts & Returns |
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Annual Tax Planning Meeting |
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Business Activity Statement |
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BOOK KEEPING |
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Set Up Chart of Accounts/ Customise Invoices |
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Enter Transactions/ Reconcile Bank |
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Receivables Management (Invoicing, Collections) |
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Payables Management (Prepare/Make Payments) |
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Payroll |
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VIRTUAL CFO |
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Strategic Planning Workshop |
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Operational Budgets & Cash Flow Forecasts |
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| Set & Monitor KPI's |
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Industry Benchmarks |
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| Cost Efficiencies/ Reduction |
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| What If Analysis |
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| Regular (Monthly/ Quarterly) Meeting |
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Quarterly Performance Reviews (4 for 3) SAVE $660 (25% OFF)
Over the past couple of years, as we have worked in detail with some clients and not with others we have noticed a significant difference in the quality of the financial decisions each has made. With prudent advice at critical decision points the advised have been able to save/ make money whilst the uninformed have had to unnecessarily lost/ paid thousands. Whether it is something big like buying/ changing premises or little like paying commissions - our input can provide a significant benefit. Because we want to encourage you to get us involved so you make better financial decisions we have a Special Offer for existing clients ONLY to get 4 Quarterly Meetings for the price of 3 Quarters for $1980 incl. GST that is a SAVING of $660 (25%). You could do it as 4 x 2hr (quarterly) or 12 x 40min (monthly) meetings. We will be reviewing your financial performance, setting targets and dealing with whatever other matters arise.
Price in Advance & Direct Debit
It is Quick and Easy to get a fixed price quote for your scope of work. As you know we like to price in advance so you can budget for our fees and are not shocked like you may have with other accountants. You also know that we like to make it easier on your cash flow by monthly direct debit installments so you are lumped with sizeable bill with only 14 days to pay. If you would like the monthly direct debits option you need to scope you work NOW so we can take out the first payment before the end of July.
SCOPE OF WORK
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