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Solutions

Winner Partnership is equipped to solve the major challenges experienced by investors and/ or entrepreneurs. Investors and entrepreneurs want to make more money and better manage the money they've got! Our solutions are designed around these two fundamental challenges.

Popular Packages

Our three (3) most popular packages are:

LEVELS  

 BRONZE

 SILVER

 GOLD

POPULAR PACKAGES  

(Any package can be tailored to your needs)  

 TAX

COMPLIANCE 

 BOOK

KEEPING

 VIRTUAL

CFO

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.

TAX COMPLIANCE

Annual Accounts & Returns

  √

 √

Annual Tax Planning Meeting

Business Activity Statement

 √

 √

BOOK KEEPING

Set Up Chart of Accounts/ Customise Invoices

 

 √

Enter Transactions/ Reconcile Bank

 

Receivables Management (Invoicing, Collections)

 

 √

 √

Payables Management (Prepare/Make Payments)

 

 √

Payroll

 

VIRTUAL CFO

Strategic Planning Workshop 

 

 

Operational Budgets & Cash Flow Forecasts  

 

 

 √ 

Set & Monitor KPI's     

 √ 

Industry Benchmarks 

   

 √ 

 Cost Efficiencies/ Reduction     

 √ 

 What If Analysis      

√ 

 Regular (Monthly/ Quarterly) Meeting    

√ 

 REQUEST A FIXED PRICE QUOTE

Getting a fixed price quote is Quick and Easy.  Simply spend 5 - 10 minutes to tick the boxes and fill in your details.  Once you give us a brief of your scope a member of the Winner team will get in contact with you.

Popular Packages (step 1 of 4)
 

First Name  *

Last Name  *

Email  *

Phone  *

POPULAR PACKAGES

LEVEL

What package suits you best?  *

TAX COMPLIANCE - BRONZE
BOOK KEEPING - SILVER
VIRTUAL CFO - GOLD

Note: All clients receive FREE Newsletters, Networking Functions & Educational Seminars.

Please indicate (tick) if you wish to customise the package.

BRONZE - TAX COMPLIANCE

ANNUAL ACCOUNTS & TAX RETURNS  *

 Individual (PAYG - Wage/ Salary Earners)
 Sole Trader
 Partnership
 Company
 Trusts
 Self Managed Super Fund

COMPLIANCE

 Tax Planning Meeting
 Business Activity Statements

SILVER - COMPLIANCE + BOOK KEEPING

BOOKKEEPING

 Set Up Chart of Accounts/ Customise Invoices
 Enter Transactions/ Bank Reconciliation
 Receivables Management (Invoicing, Collections)
 Debt Management (Demand Letter/ Claim Statement)
 Payables Management (Prepare Payments)
 Payroll

If Book Keeping selected, approximately how much work time is their currently per month? (eg. 1 day/ month, 2 days/ wk, full time etc)

GOLD - COMPLIANCE + BOOK KEEPING + VIRTUAL CFO

VIRTUAL CFO

 Strategic Planning Workshop
 Operational Budget & Cash Flow Forecast
 Set & Monitoring KPI's
 Industry Benchmarking
 Cost Efficiencies/ Reduction
 What If Analysis (Better Business Decisions)
 Regular (Monthly/ Quarterly) Meeting

Customisations - Any specific details/ needs?

Business Advice - Would you like a complementary meeting to look at ways to increase sales/ profitability?  *

Financial Planning - would you like a complementary meeting to look at ways to build/ protect your wealth?  *

 
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