Our Expertise
Four services, one team.
From the returns you have to lodge to the reporting that runs a growing business. Every engagement is overseen by a Chartered Accountant.
Compliance
Your obligations met on time, every time, and explained so you know what you are signing.
As a business owner, there is real comfort in knowing your affairs are in order. We take the lead on your tax, accounting and corporate obligations so deadlines are met and nothing is left to chance.
Every return and statement is prepared and reviewed by Chartered Accountants, and we walk you through the result in plain English rather than sending a pile of paperwork.
INCLUDED
Tax returns
Business Activity Statements
Financial statements
Draft copy, final text from Obsidian to come
Fringe Benefits Tax
Instalment Activity Statements
ASIC annual review
Bookkeeping & Payroll
Reliable numbers, done right the first time, with no double handling.
Many bookkeepers complete a short software course and start trading. Some are very good, some are not, and the cost shows up later when your accountant has to fix the work. You end up paying twice for the same job.
We opened this service for our accounting, tax and CFO clients so that never happens. Your books are overseen by Chartered Accountants, the data arrives right the first time, and the savings are passed on to you.
INCLUDED
Bookkeeping in Xero
Accounts payable
Payroll
Monthly management report
Tax Planning & Structuring Advice
Lots of entities? A family trust? Your own SMSF? This is where we do our best work.
Complex personal and business tax affairs need more than a once-a-year lodgement. Company structures, family trusts that hold assets for protection and tax benefits, and self-managed super funds all need to be planned, not just reported.
Many accountants wait for you to send work months after year end, when nothing can be changed. We are proactive, and every client has at least two meetings with us each year.
Meeting 1: May to June
We run the what-if scenarios, map out the final month of the financial year and advise what to do in June to minimise the tax you pay.
Meeting 2: completing the work
Set for July if you are expecting a refund, or April to May if you expect a tax bill. In person, by video or by phone.
CFO Services
A skilled finance partner, without the $150k-plus salary.
Started your own business, or grown faster than you expected? You need serious financial insight, but a full-time CFO rarely adds enough value to justify the cost.
Plenty of firms call their bookkeeping “outsourced CFO”. Ours is what a proper finance department does for a large listed company. Drawing on our partners’ corporate experience, we custom-build reports around what you want to see, then explain them to you in a monthly management meeting.
INCLUDED
Custom monthly reporting
Board meetings
Monthly finance meeting
Budget preparation
Packages,
priced up front
Your finances just got easier. Pick the level that fits your business today and move up as you grow.
What's included
Tax return
Financial statements
FBT
Business Activity Statements
Compliance
$500/mo
Instalment Activity Statements
from
Management Accounting
ASIC annual review
$1,500/mo
from
Bookkeeping
CFO Services
$2,000/mo
Management report
from
Payroll
Accounts payable
Finance meeting
Board meetings
Budget preparation
All prices are AUD and exclude GST.
Compliance
$500 /mo, from
✓ Tax return
✓ Financial statements
✓ FBT
✓ Business and Instalment Activity Statements
✓ ASIC annual review
Management Accounting
$1,500 /mo, from
Everything in Compliance, plus
✓ Bookkeeping
✓ Management report
✓ Payroll
✓ Accounts payable
CFO Services
$2,000 /mo, from
Everything in Management Accounting, plus
✓ Finance meeting
✓ Board meetings
✓ Budget preparation