Solutions for every stage

Choose the bundle that fits where you are today. We'll tailor the detail around your industry, structure and goals.

01

Sole Trader & Contractor

For freelancers, contractors and sole traders who need clean tax outcomes without the overhead of a full back office.

Includes: Annual tax returns, BAS lodgement, deduction optimisation, ABN/GST setup.

02

Small Business Essentials

For early-stage companies and partnerships ready to put proper books, payroll and tax compliance in place.

Includes: Bookkeeping, payroll, BAS/GST, annual accounts, company tax return, advisory check-ins.

03

Growing Business Advisory

For established SMEs that need a finance partner — not just a bookkeeper — to support pricing, cash flow and growth decisions.

Includes: Management reporting, budgeting, cash flow forecasts, tax planning, quarterly strategy sessions.

04

Structuring & Restructuring

For owners considering a new entity, group structure, or restructure to support growth, asset protection or succession.

Includes: Entity reviews, trust & company set-ups, tax-effective structuring, ATO/ASIC liaison.

05

Tax Planning & Strategy

For business owners and high-income earners who want to minimise tax legitimately and plan beyond the financial year.

Includes: Year-end planning, super strategies, CGT planning, dividend & trust distribution review.

06

Outsourced Finance Function

For businesses that want a dedicated finance team without the cost of hiring one in-house.

Includes: Day-to-day bookkeeping, payroll, supplier payments, monthly reporting, virtual CFO support.

Not sure which fits?

Every business is different. We start with a short discovery call to understand your situation, then recommend the right solution — or shape one around you.

Request a Discovery Call