Track the progress of your business with quarterly business reports and business advisory.

Track Your Business

from $1,100.00/monthly

1. Free Accounting Software

We provide you with a free standard Xero subscription.

2. Annual Financial Statement and Tax Return(Single Entity)

  • Preparation of your Annual Financial Statements including fixed asset schedule
  • Preparation and lodgement of Company Income Tax Return
  • Preparation and lodgement of your personal Income Tax Return and Business Schedule rental properties, CGT events and investment portfolios are extra
  • Dividend Statements and Statutory Minutes
  • Annual business strategy meeting
  • Telephone & Email support

3. Business Activity Statements

Were view your accounting data to prepare and lodge the quarterly Business Activity Statements for the period of the engagement including:

  • GST
  • PAYG Withholding
  • PAYG Income Tax Instalment

4. Quarterly Management Reports and Business Advisory

Preparation and distribution of quarterly management reports analysing the performance of the business

One-hour quarterly meeting with a business advisor to maximise the growth potential, scalability, and sustainability of your business through advice on issues important to establishing, sustaining, and growing a small business. Topics covered include business planning, cash-flow, growth strategies, tax minimisation and business systems relevant to what stage your business is at.

5. KPI Development and Analysis

We will work with you to determine the key performance indicators (KPIs) for your business. This will measure whether your business is on track to achieve your goals

6. Annual Tax Planning

We perform a tax review in May/June to identify opportunities to legally reduce your income tax

7. Preparation of Annual Budget

We prepare an annual budget for the financial year and upload it into your accounting system

8. Annual PAYG Payment Summaries and Statement

  • Review and preparation of summaries
  • Lodgement of statement
  • Distribution of group certificates to your employees


Appointment as your ASIC agent for your corporate entity includes:

  • Review  ASIC company statement
  • Preparation of Solvency minute
  • We pay the Annual ASIC filing fee
  • Change of address
  • Changes to shareholding or Members/Director’s details charged extra

Additional Services

  • Monthly business performance snapshots (if Xero is reconciled)
  • ATO tax balance email reminders to help you avoid ATO penalties for late payment
  • Telephone & Email support to assist with any queries in relation to your     business
  • Annual FBT Questionnaire. If required, FBT Return will be charged additionally

Let's Talk

Samuel Testa

Director - Tax & Legacy

“In a world of uncertainty, we provide our clients “Peace of Mind” knowing that the legacy they have created is protected for generations to come”
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