Small Business Accounting Packages

Fixed monthly fees, no hourly surprises. Every package is run by a CPA and registered tax agent, includes your bookkeeping, and grows with you. Prices are per month plus GST on a twelve-month term.

Book a 30-minute call with Nick

ABN Holders

$150 / month + GST

Sole traders who aren’t registered for GST and keep things simple.

  • Annual business schedule and your individual tax return
  • Bookkeeping and bank reconciliation, up to 40 transactions a month
  • Ad-hoc accounting and tax questions by phone or email
  • Hubdoc document capture and Xero bank feeds maintained

Company

from $330 / month + GST

Companies and trusts that need compliance done properly, every year.

  • Company or trust financial statements and tax return
  • Director’s individual tax return, and your spouse’s
  • Bookkeeping and bank reconciliation, up to 150 transactions a month
  • Quarterly BAS prepared and lodged (sent to you for signature first)
  • ASIC annual compliance and company register maintenance
  • Trust distribution minutes where applicable
  • Ad-hoc accounting and tax questions by phone or email
  • Hubdoc document capture and Xero bank feeds maintained

Enterprise

$440 / month + GST

Larger or multi-entity businesses that want a finance function, not just a tax return.

  • Company or trust financial statements and tax return
  • Director’s individual tax return, and your spouse’s
  • Bookkeeping and bank reconciliation, up to 250 transactions a month
  • Quarterly BAS prepared and lodged (sent to you for signature first)
  • Payroll and Single Touch Payroll for up to 5 staff
  • Monthly management reports
  • ASIC annual compliance and company register maintenance
  • Trust distribution minutes where applicable
  • Ad-hoc accounting and tax questions by phone or email
  • Hubdoc document capture and Xero bank feeds maintained

Add-ons

  • Payroll and STP (where not included): +$100 a month + GST
  • Superannuation processing: +$50 a month + GST
  • Additional transactions: +$75 + GST per extra 100 a month

Not included in any package

FBT returns, capital gains events (property or business sale), cryptocurrency and foreign income calculations, bank and lender letters, grant applications, Fair Work representation and award compliance advice. These are quoted separately when they come up.

What we need from you: answer Xero queries promptly, email us remittance advices, and keep an active Xero subscription. That’s what keeps a fixed fee fixed.

Bookkeeping is included in every package

Bookkeeping in North Lakes and Brisbane is where most businesses start with us, and it is built into every tier above rather than sold separately. It is done by the same CPA-led team that prepares your BAS and tax return, so your records are kept the way the ATO expects and your year-end holds no surprises.

What our bookkeeping includes

  • Bank and credit card transactions coded and reconciled in Xero
  • Supplier bills and receipts captured through Hubdoc
  • GST checked and coded correctly for GST-registered businesses so your BAS is lodgement-ready
  • Clean, consistent chart of accounts maintained
  • Records kept current every month, not caught up at year end
  • Support from a tax accountant when something looks wrong

How it works month to month

  • Your bank feeds run into Xero automatically
  • You forward bills and receipts to your Hubdoc email or snap them in the app
  • We code, match and reconcile, and send you any queries through Xero
  • For GST-registered packages, each quarter your BAS is prepared from reconciled figures and sent to you to sign
  • Transaction limits per tier are shown above; extra volume is +$75 + GST per 100 a month
  • Xero subscription is paid by you directly to Xero

Common questions

Can I change packages?

Yes. If your transaction volume or structure changes, we move you to the right tier at the next month.

Is Xero included?

No. Your Xero subscription is paid directly to Xero. We set it up, maintain the bank feeds and use Hubdoc to capture your documents.

Do you work with businesses outside North Lakes?

Yes. Most of the work is done online, and we have clients across Brisbane, Moreton Bay and Coffs Harbour.

Not sure which tier fits? Book a 30-minute call with Nick or phone 0407 579 448.