Our Platinum Package
This package is aimed at business owners who are wanting to sustain and amplify your business growth, all while reclaiming precious time for yourself. It is for you if you are;
We Help You
Increase Profits
Reduce Taxes
Save Time
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Have You Ever Thought This
We are always looking to optimise your tax position through tax planning and careful considerations.
We take care of all of your bookkeeping, BAS and tax return requirements, giving you more time to focus on your business.
Quarterly calls with your accountant and a 24 hour response time to emails, we will make sure you have the answers you need.
Fixed Fees, Priced Up Front, No Charges for Emails or Calls. Our services are valuable but affordable.
The Platinum Package
Business Financials & Tax Return (Value $2,420)
- Business Tax Return Completed (with deductions maximised)
- Business Financials Completed (allowing you to analyse your business)
- Presented to you in a format that makes sense to you
- Your returns will be completed in the month you want them done
- Your returns will always be lodged on time (as long as you work with us and get us the required information by the deadlines provided)
2 x Individual Tax Returns (Value $240)
- 2 x Individual Tax Returns
- Includes Rental Property & Investment Income (as long as you provide us the details in a format we agree upon)
Quarterly Calls with your Accountant (Value $660)
- Scheduled calls each quarter to review your business
- Review of your current goals and future plans
Unlimited Email Queries (with a 24 Hour response) (Value $880)
- Have a query that falls outside of one of the other services, simply send us an email and we will get back to you within 24 hours (business days only)
- Your queries will always be handled by your dedicated accountant, bookkeeper or customer services officer
Monthly Bookkeeping with Reports (Value $2,640)
- Monthly bookkeeping done via Xero
- We use Xero so you can always have access to your own data whenever you need it
- Reports provided to you on a monthly basis so you can see how your business is tracking
- Save the time of doing your own bookkeeping and allow yourself to focus on the business activities that generate you profit
Quarterly BAS (Business Activity Statement) Preparation & Lodgment (Value $660)
- Not sure how GST works? You won’t need to worry as we will prepare and lodge your BAS for you
Tax Planning Report & Recommendations (Value $990)
- Our tax planning service is one of our client’s favourites, as this is where we work with you to save as much tax as possible
- We look at your expected tax position and then give you strategies on how you can optimise this
- We also give you a schedule of your upcoming tax payments for the next 12 months
ASIC Compliance (Value $110)
- All of your ASIC compliance paperwork sorted for you
- Annual review paperwork prepared for you so all you need to do is sign it and pay your ASIC annual fee
- Updating of any details that need changing (addresses, names, etc.)(some changes may require an additional fee to be paid directly to ASIC)
Fixed Fees & Priced Up Front
- You will always know the cost of our services as they are fixed fees and priced up front
- We will always tell you before there are any price increases
Package Summary
Business Financials & Tax Return (Value $2,420)
2 x Individual Tax Returns (Value $240)
Quarterly Calls with your Accountant (Value $660)
Unlimited Email Queries (with a 24 Hour response) (Value $880)
Monthly Bookkeeping with Reports (Value $2,640)
Quarterly BAS Preparation and Lodgment (Value $660)
Tax Planning Report & Recommendations (Value $990)
ASIC Compliance (Value $110)
Total Value - $8,600
Your Price - $4,997 (This can be paid as a once off or via monthly instalments)
All prices are inclusive of GST. You are required to pay for a monthly Xero subscription on top of this (we can organise this for you and offer a 10% discount if you don’t already have a subscription) If you have employees and need payroll services, we can quote these for you as well. Prices are subject to change. Contact us for an individual quote.
Bonus Value
Monthly Office Hours Access (with access to recordings) (Value $1,320)
- Each month you will have the chance to join Ethan on a live webinar where he will be tackling hot topics and answering your questions
- Each month will have a particular theme (e.g. tax planning, purchasing a vehicle for your business)
- Some months will have special guests with expertise in a certain area (you will also be able to ask them questions)
- You will also have the chance to ask questions (these can also be unrelated to the theme for that month)
- You will have access to the recordings of these sessions
Annual Benchmark Reporting (Value $440)
- Do you ever wonder how your business is going to compared to others? Let us help you!
- We will provide benchmark reporting to you, so you can see how you stack up against others in similar industries or businesses of similar size to you
Total Bonus Value - $1,760
Total Value $10,360 (Your price is only $4,997)
Our Guarantee
Selecting an accountant is a big decision, and it is impossible to know whether you have made the right decision until you have started to see the quality of service. You can't fully assess the fit from the outside; it requires an inside look. Once you start working with us, you can then make an informed decision on whether we are providing the value we have promised. We don’t want to keep your money if you aren’t happy, and that is why we offer the following guarantees;
Up Front 30 Day Money Back Guarantee
- If you aren’t happy with our services in the first 30 days, you will get all the money you’ve paid us back. Whether this is 29 minutes into working together, or 29 days, if you aren’t happy, we aren’t happy. Simply send us an email letting us know and we will get your refund processed to you within 24 hours.
Ongoing Lodgment Guarantee
- The ATO are back issuing fines and interest for overdue lodgments and this is simply money down the drain for no reason. We pride ourselves on ensuring all lodgments are completed on time and therefore we will offer that if we don’t lodge one of your tax obligations on time, you will get your money back for that month (or 1/12th of your annual payment). This is with the disclaimer that you must provide us with your information by the requested deadline for that service.