If the package includes a tax return, they are backdated from the month of purchase to the start of the financial year. All packages are billed on the 1st of each month and due for payment by the 7th. All backdating is subject to discounted rates, please feel free to inquire about this when you contact us.

Quarterly CFO Packs

Total package is $4,800, apportioned over 12 months. Get expert business advice every quarter, all your tax and ASIC obligations taken care of with the support you need.
$400/month
  • Financial Accounts
  • Income Tax Returns
  • Includes standard Xero subscription
  • Quarterly Management Reports
  • Quarterly Meeting with a Business Advisor
  • Quarterly Activity Statement Lodgement
  • Annual tax planning
  • Annual budget creation
  • Submit annual payroll & group certificates
  • ASIC management
  • Annual filing fee
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Custom CFO Plan

Custom packages for when you don't fit our other plans. Catering for groups, medium sized business + complex tax scenarios.
$POA/month
  • Financial Accounts
  • Income Tax Returns
  • Includes standard Xero subscription
  • Monthly Management Reports
  • Monthly Meeting with a Business Advisor
  • Monthly Activity Statement Lodgement
  • KPI Analysis and Benchmarking for your business
  • Annual tax planning
  • Financial modelling
  • Annual budget creation
  • Submit annual payroll & group certificates
  • ASIC management
  • Annual filing fee
  • Groups of companies/trusts
  • Complex tax scenarios (R&D, National Payroll Tax)
  • Exit strategies
  • Change management
  • Investment decisions
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