From $200 per month

For sole traders and small companies with simple, low-volume activity.

Includes:

• Bank reconciliation

• GST coding review

• Quarterly BAS preparation and electronic lodgement, from the date you register for GST

• Email support

Best suited to businesses with low transaction volume, a single trading account, and no payroll.

Not sure if this package suits you? A typical month includes:

• Up to 50 transactions

• 1 bank account plus 1 control account

• No payroll

• Straightforward expense structure

Additional complexity or advanced reporting requirements will be quoted separately.

Onboarding: $400 one-off

A one-off onboarding fee applies when you join, equal to two months of your package rate. This covers your discovery session, engagement setup, Xero access and file review, and bringing your current period up to date so your books start clean.

Where your records are complete and up to date, the current period is included. If your books are behind or need historical correction, catch-up work is quoted separately after a file review.

From $300 per month

For sole traders with growing activity who want visibility over their business performance.

Includes:

• Bank reconciliation

• Invoice management

• Review of transaction coding and GST treatment

• Quarterly BAS preparation and electronic lodgement, from the date you register for GST

• Quarterly Profit and Loss and Balance Sheet reports

• Email support and phone support via appointment

Best suited to growing sole traders who need clear, accurate books and an eye on their obligations as they scale.

Not sure if this package suits you? A typical month includes:

• Up to 80 transactions

• 1 -2 bank accounts plus 1 control account

• No payroll, or owner-managed payroll checks where applicable

Additional complexity or advanced reporting requirements will be quoted separately.

Onboarding: $600 one-off

A one-off onboarding fee applies when you join, equal to two months of your package rate. This covers your discovery session, engagement setup, Xero access and file review, and bringing your current period up to date so your books start clean.Where your records are complete and up to date, the current period is included. If your books are behind or need historical correction, catch-up work is quoted separately after a file review.

From $400 per month

For single-director companies requiring payroll compliance and monthly financial visibility.

Includes:

• Monthly bank reconciliation across your business accounts

• Director payroll processing on a monthly cycle

• STP reporting to the ATO each pay run

• Superannuation processing and monitoring

• Quarterly BAS preparation and electronic lodgement

• Monthly Profit and Loss and Balance Sheet reports

• Email support and phone support via appointment

Best suited to single-director companies who take a regular wage and want their compliance and reporting handled monthly.

Not sure if this package suits you? A typical month includes:

• Up to 120 transactions

• 1–2 bank accounts plus 1-2 control accounts

• One monthly director payroll and superannuation lodgement

• Low payroll complexity

Payroll is limited to one director on a single monthly pay run. Additional employees or more frequent payroll cycles require the Core package or an additional fee will be quoted.

Additional complexity or advanced reporting requirements will be quoted separately.

Onboarding: $800 one-off

A one-off onboarding fee applies when you join, equal to two months of your package rate. This covers your discovery session, engagement setup, Xero and payroll access, file and payroll review, and bringing your current period up to date so your books and payroll start clean.Where your records are complete and up to date, the current period is included. If your books are behind or need historical correction, catch-up work is quoted separately after a file review.

From $600 per month

For small companies employing staff and requiring structured payroll management and compliance oversight.

Includes:

• Weekly reconciliation across all business accounts

• Full review of transaction coding and GST treatment

• Payroll processing for up to 2–3 employees

• Fortnightly payroll cycles

• STP reporting to the ATO each pay run

• Superannuation processing and monitoring

• Ongoing monitoring of PAYG and compliance obligations

• Quarterly BAS preparation and electronic lodgement

• Monthly Profit and Loss and Balance Sheet reports

• Email support and phone support

Best suited to companies with a small team who need payroll run reliably and obligations kept on track.

Not sure if this package suits you? A typical month includes:

• Up to 200 transactions

• 1–3 bank accounts plus 1 -2 control accounts

• Up to 3 employees on fortnightly payroll

• Regular compliance obligations

Payroll is limited to 3 employees on a fortnightly cycle. Additional employees or increased complexity require the Momentum package or an additional fee.

Additional complexity or advanced reporting requirements will be quoted separately.

Onboarding: $1,600 one-off

A one-off onboarding fee applies when you join, equal to two months of your package rate. This covers your discovery session, engagement setup, Xero and payroll access, review of your file and employee payroll setup, and bringing your current period up to date so your books and payroll start clean.Where your records are complete and up to date, the current period is included. If your books are behind or need historical correction, catch-up work is quoted separately after a file review.

From $1200 per month

For established or growing companies requiring proactive compliance management and structured financial reporting.

Includes:

• Monthly reconciliation across all business accounts

• AP/AR available

• Detailed monthly file review and compliance check

• Payroll processing for 4 or more employees

• Fortnightly payroll cycles

• STP reporting to the ATO each pay run

• Superannuation processing and monitoring

• BAS and IAS preparation and electronic lodgement

• Ongoing monitoring of GST, PAYG and superannuation obligations

• Monthly reporting pack including Profit and Loss and Balance Sheet

• Quarterly review call

• Year-end file prepared for your accountant

• Priority email and phone support

Best suited to established businesses with a growing team who want their compliance managed proactively rather than reactively, with regular reporting to guide decisions.

Not sure if this package suits you? A typical month includes:

• 200 or more transactions

• Multiple bank accounts

• 4 or more employees on fortnightly payroll

• Regular BAS and IAS lodgement obligations

• Increased operational complexity

Additional complexity or advanced reporting requirements will be quoted separately.

Onboarding: $2,400 one-off

A one-off onboarding fee applies when you join, equal to two months of your package rate. This covers your discovery session, engagement setup, full access review, review of your file, payroll and employee setup, and bringing your current period up to date so your books and payroll start clean.Where your records are complete and up to date, the current period is included. If your books are behind or need historical correction, catch-up work is quoted separately after a file review.

From $250 per BAS lodgement

For business owners who manage their own bookkeeping but want professional review and compliant lodgement.

Includes:

• Xero file review and feedback

• GST coding guidance

• BAS preparation and electronic lodgement

• Payroll and STP guidance

• General compliance queries

How pricing works: Most files need one to three hours of review before lodgement. Your fee is confirmed after a brief file review, based on the state of your file:

• Standard file (up to 2 hours review): $250

• More complex file (2 to 3 hours): quoted before we proceed

You will always know your fee before any work begins. Seasonal businesses, or quarters with higher activity, may be priced accordingly.

First-time DIY clients: a one-off onboarding fee of $200 applies to your first lodgement, covering initial file review, access setup, and confirming your compliance position before we begin.

All receipts and supporting documentation must be provided before your appointment. Incomplete files cannot be reviewed or lodged until documentation is received or confirmed on hand for audit purposes.