Xero & Professional Plans

BASIC

The basic plan is an entry level yet comprehensive offering ideal for most sole traders and partnerships such as trades, retail and consultancy businesses.

  • Xero subscription - small or medium;
  • Cloud Financial Xero support
  • Quarterly BAS lodgement
  • Annual financial accounts preparation
  • Individual or partnership tax return

COMPREHENSIVE

For businesses who would like to be guided through the complexities of accounting and compliance with the added support of a professional team.

  • Monthly Xero subscription - small or medium
  • Cloud Financial Xero support
  • Monthly or quarterly BAS lodgement
  • Annual financial accounts
  • Company or Trust taxation return
  • Up to two associated individual tax returns
  • Annual payroll lodgements
  • Monthly or quarterly management accounts
  • Alerts and reminders

FINANCE MANAGER

For businesses who wish to outsource the accounting function with high level reporting to support decision making.

  • Monthly Xero subscription - medium or large
  • Cloud Financial Xero support
  • Monthly or quarterly BAS lodgement
  • Annual financial accounts
  • Company or trust taxation return
  • Up to two associated individual taxation returns
  • Lodgement of annual payroll
  • Monthly or quarterly review of your accounts
  • Alerts and reminders
  • Your own dedicated account manager
  • Fringe benefit tax return
  • Integrated payroll management
  • Monthly or quarterly management reports and meetings
  • Budgeting and cashflow reporting
  • Budgeting and cashflow reporting
  • Annual ASIC and company secretarial lodgements