Outsourced bookkeeping and advisory, built around where your business is going.

Your Advisory Journey

Every business needs accurate books. Growing businesses need more — visibility, forecasting and advice. Our three service levels let you start where you are and step up as you scale, all on a transparent fixed monthly fee.

GAINING CONTROL

FOUNDATION

SCALING WITH CONFIDENCE

GROWTH +

STRATEGIC GROWTH

PERFORMANCE

LEVEL 1

Foundation

Know your numbers and stay compliant.

For start-ups and small businesses wanting compliance, reporting and cashflow visibility.

$680

/month (+GST)

$157

/week (+GST)

Bank Reconciliations
Credit Card Reconciliations
Accounts Payable
Accounts Payable
Accounts Receivable Monitoring
Payroll Processing
STP & Super Processing
BAS / IAS Prep & Lodgment
Monthly P&L & Balance Sheet
Quarterly Review Meeting
Quarterly Advisory Meeting
Budget vs Actual Reporting
13 Week Cashflow Forecast
Dext Included
Fathom Included

Growth

Understand what drives profit, cashflow and business performance.

For growing SMEs needing regular advisory support, KPI reporting and profitability insights.

$2,200

/month (+GST)

$508

/week (+GST)

Everything in Foundation, plus:

LEVEL 3

Performance

Improve business performance with outsourced CFO-level insight and strategic support.

For established businesses seeking outsourced CFO-level support, strategic planning and advanced forecasting.

$3,825

/month (+GST)

$883

/week (+GST)

Everything in Growth, plus:

Monthly CFO Meeting
Quarterly Strategic Planning
Board Reporting Pack
12 Month Forecast
Monthly CFO Meeting
Scenario Modelling
Funding / Banking Support
Investor Reporting Support
Business Acquisition Modelling
Exit Planning Support

Service Limits & Assumptions

Package pricing assumes agreed transaction volumes, bank accounts, payroll complexity and reporting requirements. Additional entities, complex payrolls, inventory management or project accounting may incur additional fees.