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