Six things we do well, all at a fixed fee.1
From a single tax return to a company with payroll, every service below is quoted as a package before we start. Read the parts that apply to you, then book the free call and we'll tell you the number.
1Fixed-fee packages, agreed upfront. If something about the job changes, we talk about it before anything changes on the invoice.
Your tax return, minus the dread.
Individual and family tax returns, prepared and lodged by chartered accountants. Bring the paperwork (yes, the shoebox counts) and we'll sort out what's claimable, what isn't and why.
What's included
- Your personal tax return, prepared and lodged
- Returns for your partner and family, handled together
- Deductions checked line by line
- A plain-English summary of where you landed
- A fixed fee, agreed before we start
A good fit if
- You want it done properly, once, by someone qualified
- Your household's tax has more moving parts than it used to
- You've been doing it yourself and suspect you're missing things
BAS, payroll and the business return, handled.
The recurring paperwork of running a business: business tax returns, BAS lodgements and payroll. We keep track of the deadlines so you don't have to keep them in your head.
What's included
- Business tax returns for sole traders, companies and trusts
- BAS prepared and lodged
- Payroll run for your team
- Deadlines tracked for you
- A fixed monthly fee, agreed upfront
A good fit if
- You've got staff, or you're about to
- BAS time lands on you like a pallet of bricks
- You'd like one firm doing all of it
Books kept, Xero sorted, and you shown how.2
We can keep your books for you, or set Xero up properly and train you and your team to run it yourselves. A bit of both is often the sweet spot.
2Xero training is in plain English. Nobody will say 'reconciliation' at you without explaining it first.
What's included
- Bookkeeping done for you
- Xero set up properly for the way your business works
- Xero training for you and your team
- An untidy file brought back into order
A good fit if
- You're starting out on Xero
- Your Xero file has quietly become a mess
- You'd rather never look at a bank feed again
What your numbers are trying to tell you.3
Cash flow, budgets and pricing. We turn your accounts into decisions: what to charge, when you can afford to hire, and how to stop the end of the quarter feeling like a cliff edge.
What's included
- Cash flow forecasts you can actually read
- A budget for the year ahead
- Pricing reviews: are you charging enough?
- Regular check-ins, at a fixed fee
A good fit if
- You're flat out, but the bank balance doesn't show it
- You're thinking about hiring or growing
- You haven't changed your prices in a while
3Advice is quoted as a fixed fee too. You'll never be billed for thinking time you didn't know about.
Your super fund, kept in order for the long game.
If you run your own super fund, the paperwork matters. We look after the fund's annual accounts and tax return, and explain where things stand in plain English.
What's included
- Annual financial statements for the fund
- The fund's annual tax return
- Help getting ready for the independent audit
- A plain-English summary for trustees
A good fit if
- You already have an SMSF and want it looked after properly
- You'd like one firm for your business and your fund
- Your fund's paperwork has been drifting
Sole trader, company or trust? Choose once, properly.
The structure you start with shapes your tax, your risk and your paperwork for years. We talk through the options before you register anything, then set it up properly once you've chosen.
What's included
- A structuring session about your plans
- A plain comparison of the options for your situation
- Registrations and set-up handled once you've decided
- Xero set up from day one, if you'd like it
A good fit if
- You're about to go out on your own
- Your side project is turning into a business
- You started as a sole trader and have outgrown it
Sole trader, company or trust, side by side.
A rough guide to the three most common structures. It's general information, not advice for your situation, which is exactly what the free call is for.
| Question | Sole traderYou are the business. | CompanyA separate legal entity that you own and run. | TrustA trustee runs it for the beneficiaries. |
|---|---|---|---|
| Who owns it | You, personally | Its shareholders, often you | Held by a trustee for the beneficiaries |
| How it's taxed | Profit is taxed as your personal income | Taxed at the company rate; you're paid wages or dividends | Income can go to beneficiaries, who pay the tax |
| Your personal assets | Not separate from the business | Generally separate, though directors have duties | Depends on the trustee; a company trustee adds separation |
| Paperwork and cost | The simplest and cheapest to run | More reporting and more set-up cost | The most involved to set up and run |
| Often suits | Starting out, one person, lower risk | Growing businesses with staff or more risk | Families and longer-term plans |
Sole trader
You are the business.
- Who owns it
- You, personally
- How it's taxed
- Profit is taxed as your personal income
- Your personal assets
- Not separate from the business
- Paperwork and cost
- The simplest and cheapest to run
- Often suits
- Starting out, one person, lower risk
Company
A separate legal entity that you own and run.
- Who owns it
- Its shareholders, often you
- How it's taxed
- Taxed at the company rate; you're paid wages or dividends
- Your personal assets
- Generally separate, though directors have duties
- Paperwork and cost
- More reporting and more set-up cost
- Often suits
- Growing businesses with staff or more risk
Trust
A trustee runs it for the beneficiaries.
- Who owns it
- Held by a trustee for the beneficiaries
- How it's taxed
- Income can go to beneficiaries, who pay the tax
- Your personal assets
- Depends on the trustee; a company trustee adds separation
- Paperwork and cost
- The most involved to set up and run
- Often suits
- Families and longer-term plans
*General information only. The right structure depends on your income, plans, family and appetite for risk, and we'll talk it through before you decide.
Not sure which you need?
That's exactly what the free call is for.
Twenty minutes on the phone. You'll come away knowing what you need and what it would cost, at a fixed fee.
Mon to Fri, 8:30am to 5:30pm