FIXED FEE PLANS
MALIBU
Beginner
The basic compliance services to keep you out of trouble
Includes:
Business Activity Statements (BAS)
Annual Financial Statements
Income Tax Return
ASIC Agent Services
Support
FISH
Intermediate
Work More ON the Business Rather than IN it
Includes:
Everything in MALIBU plus:
Bookkeeping
Payroll Services
Monthly Strategy Report, which highlights performance and upcoming tax debts
SHORTBOARD
Pro
Understand and Grow your Business
Includes:
Everything in FISH plus:
12-month Cashflow Forecast + “What If” Scenarios
12-month Budget, incl upload to your Xero file
Access to Cashflow & Performance Software
Executive Management Report Pack (Quarterly)
CUSTOM
Projects
Tailored to your Requirements
Popular Projects Include:
Cashflow + Profit Improvement Meeting (one-off)
New Business Setup Advice
Tax Planning End-of-Year Strategies
Business Planning Sessions
Cashflow Forecasts
Budgets (to track against month-to-month)
Software Implementation
Management Reporting
Business Coaching
KPIs and Tracking
Estate Planning (to ensure wealth stays in your family bloodline)
MYOB-Xero File Conversions