THE PACKAGES
Our Fee Policy
As a small practice of senior advisers, we work with clients ranging from micro businesses to small to medium enterprises and individuals.
We focus on your needs to develop practical solutions to increase the value of your businesses by improving the way your business markets, operates and accounts for itself.
We believe it is our responsibility to make sure that you are never surprised by the cost of any of our services
...that’s why we offer a simple fee structure of fixed fee packages with no hourly charges.
Our Fee Packages
Each Package includes a couple of special things.
- Access to all accounting, tax, and business advice you have requested on a fixed-price basis
- There is no “clock-ticking” – the package is an annual retainer
- Any additional services will be subject to a price agreement before we start
That way you know exactly what your Accounting Costs will be for our standard Retainer Period of 1 July to 30 June, and you should always feel that you are getting value.
Our fee packages are based on
... and anything else that comes up once we get started
Someone to make things easy for you, by saying “leave it with us and we will do it”.
Regular "get-togethers" to discuss “how you are going and what you should be doing?”.
Monitoring your business and programs to improve your profit with all the direction you need in tax and accounting matters.
Some direction in your asset protection and investment strategies.
Conducting seminars for your team training and development and customer service programs.
Helping prepare your BAS and maintaining your GST records.
Simplifying your accounting work (and showing to you our BankLink system).
Help with setting up your reporting systems and showing you what to look for in your monthly reports.
Preparation of your financial accounts and tax returns.
Do you have any questions? Contact us
Our Guarantee
If you don’t think you are getting value (and you are the sole judge of that) – you owe nothing.
And if for any reason you are not satisfied with anything relating to our working relationship (and again, you are the sole judge) you can terminate the appointment and you won’t owe anything
no strings – no questions.
MICRO BUSINESS
The Pearl Package
When you say:
“I need help – but I don’t think that I can afford it”
For micro businesses (sole traders, really small family partnerships or companies, or simple subcontractor entities)
Businesses that need help in basic compliance matters but think that they are too small for an accountant to care.
This package includes:
“everything you need to get started – and to keep going”.
The Pearl Package
- Accounting Reports
- FBT Return
- Taxation Returns
- Payroll
- Startup Compliance Help
SMALL BUSINESS
The Bronze Package
When you say:
“I don’t need any help – just do it”
For a small businesses that only want end of year work done, and nothing much else.
tax planning and business issues generally limited to “we will let you know if you’re getting it wrong and point you in the right direction.
We also recommend a couple of Extras that Companies should add to this Package:
- FBT return questionnaire
- " No time limit" Consultation
- PAYG and payroll review
The Bronze Package
- Accounting Reports
- FBT Return for Companies
- Taxation Returns
- Payroll for Companies
- Telephone Hot Line
COMPANY TRUST OR PARTNERSHIP
The Silver Package
When you say:
“Keep me out of trouble”
For a business that wants “extra bits” and the need to “drop in” regularly to discuss basic tax and financial planning, employment and business issues.
Basic financial and tax planning, employment and business issues including all the help you need “if you’re getting it wrong - we will take you in the right direction”.
This package includes:
Unlimited access to our team for advice on ad-hoc matters. This means that you can call on us at any time knowing that you will not be charged for the time.
The Silver Package
- Accounting Reports
- Business Health Checks
- Debt: Leases, bank loans and overdrafts
- FBT Return for Companies
- Taxation Returns
- Personal tax planning
- Payroll for Companies
- Visits, cups of coffee and smiles
COMPANY TRUST OR PARTNERSHIP
The Gold
and Platinum Packages
When you say:
“Solve my problems and speak my language”
For a business that wants much more “than a bit extra”.
This package includes:
Detailed financial and taxation, employment, business and system controls issues so that “you can’t get it wrong”.
The Gold and Platinum Packages
- Accounting Reports
- Business Health Checks
- Debt: Leases, bank loans and overdrafts
- FBT Return for Companies
- Taxation Returns
- GST Compliance
- Payroll for Companies
- Visits, cups of coffee and smiles