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Our Services Plans
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FOUNDATION |
GROWTH |
Strategic | |
Features
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File Review & Health Check | Comprehensive | |||
Bookkeeping lean-Up & Reconciliation | ✔ | |||
Catch-Up BAS & Compliance | ✔ | |||
ATO Lodgement Rectification | ✔ | |||
Annual Financial Statements | (if required) | ✔ | ✔ | ✔ |
Business & Individual Tax Returns | (if required) | ✔ | ✔ | ✔ |
BAS & GST Lodgements | ✔ | ✔ | ✔ | ✔ |
ASIC Annual Compliance | ✔ | ✔ | ✔ | ✔ |
Basic Tax Planning (Pre-EOFY) | ✔ | ✔ | ✔ | |
Quarterly Management Reporting | ✔ | ✔ | ||
Quarterly Tax Planning Reviews | ✔ | ✔ | ||
Virtual CFO Advisory Sessions | Quarterly | Ongoing / Priority | ||
Advanced Structuring Advice | ✔ | |||
Multi-Entity Coordination | ✔ | |||
Cross-Border Tax Considerations | ✔ | |||
Priority Advisory Access | ✔ | |||
Ideal For | Businesses behind on compliance or with messy records | Start-ups & Small Businesses | Growing SMEs & Professionals | High-Net-Worth & Complex Groups |