Fixed fee, fixed scope, in writing before we start. Published figures below are starting points — your quote reflects your actual transaction volume and the work you need done, not a package tier.
Packages
Most clients start with a one-off catch-up, then move to a monthly retainer once the backlog is gone. Some go straight to monthly — that is fine too.
One-off catch-up. For a set of books that has fallen behind.
From &X per engagement Scoped after a review of your records
Ongoing monthly support. For a business that wants the books current.
From &X per month Based on transaction volume and accounts
Monthly plus everything around the edges. For a business in a growth phase.
From &X per month Custom scope across the support team
Add-ons
Sometimes you do not need a retainer — you need one thing done well. These are quoted individually, on scope.
| Service | What it covers | Pricing |
|---|---|---|
| Tax return worksheet | Personal or company return working paper prepared from your records, with deductions flagged. | Fixed fee on scope |
| BAS catch-up | One quarter reconciled, prepared and lodged, with a written note on what changed. | Fixed fee on scope |
| Month-end close | A single month brought fully up to date with reporting, when you are not ready to commit to a retainer. | Fixed fee on scope |
| Workflow automation build | Discovery, mapping and rebuild of one recurring spreadsheet or process, documented and handed over. | Fixed fee on scope |
| VA hours block | A block of virtual assistance hours for admin, inbox, scheduling or document cleanup. | Fixed fee on scope |
| Marketing retainer | Content calendar, drafts and reporting on a monthly cycle. | Fixed monthly fee |
Questions
Because a published price cannot account for your transaction volume, your accounts, your payroll and how far behind you are. A cheap advertised rate that does not apply to you wastes your time. We review your situation, then give you one fixed number in writing — and hold to it.
We tell you before we re-quote. If your volume grows materially we will flag it at the next cycle and offer a revised fee rather than quietly billing more. If it shrinks, we will look at reducing the scope with you.
No. We work with Xero, MYOB, QuickBooks and a range of other platforms, and we are comfortable in a spreadsheet if that is genuinely where your business lives. If your setup is genuinely costing you time, we will tell you — but we are not going to sell you a platform you do not need.
Access to your bank feeds, a shared folder for receipts and invoices, and roughly 20 minutes a month answering questions. That is genuinely all. If a document is missing we will chase it once, clearly, and then carry on with the rest.
No. The first 20-minute call is free and carries no obligation. If it turns out we are not the right fit, we will say so and point you somewhere better.
Your records are accessed through least-privilege permissions, transmitted over encrypted connections, and never used to train third-party models. We use Australian-hosted systems where the option exists, and we are happy to walk you through exactly where your data sits.
Yes. Most of the add-ons above work as standalone engagements. A one-off tax worksheet or a BAS catch-up does not require a monthly retainer.
The support team, with Kris reviewing the output before it reaches you. You will know who is on your account, and there is always one accountable person — Kris.
One free call, and you leave it with a scoped, fixed-fee quote — or an honest answer that you do not need us yet.