Who this is for: Sole traders and start-up businesses who want their bookkeeping, BAS and tax looked after, without anything complicated.

Includes:

• Monthly bookkeeping - coding income and expenses

• Bank and credit card reconciliations

• Quarterly or monthly BAS preparation and lodgement

• Year-end profit and loss and balance sheet

• Annual income tax return preparation and lodgement (sole trader, where appropriate)

• Email support for questions about your transactions and reports

A simple, dependable foundation if you just want your books, BAS and tax handled properly each year.

Who this is for: Small businesses that need regular reporting and insight, not just compliance.

Includes everything in the Core Package, plus:

• Monthly profit and loss reports

• Basic cash flow summary so you can see money in and out

• Simple monthly management reporting to highlight trends

• Optional brief monthly check-in to talk through results

• Annual business tax return preparation and lodgement

Ideal if you want your bookkeeping, BAS and tax taken care of - and also want to understand how your business is actually performing month by month.

Who this is for: Medium and growing businesses that want a more complete finance function: bookkeeping, BAS, tax and forward-looking planning in one place.

Includes everything in the Plus Package, plus:

• More detailed monthly management reports (P&L, cash flow, key metrics)

• Budgeting support - setting revenue, cost and profit targets

• Simple cash flow forecasting so you can plan ahead

• Business planning support - regular discussions around pricing, margins, growth and goals

• More structured check-in meetings (monthly or quarterly, as agreed)