Just the Tax

This program works best if you have fairly straight forward needs and are looking to do ‘Just the Tax’. 

This is exactly as advertised and we help you out with only your end of financial year tax returns and financial statements. 

To use this service you need to be a client of one of our registered bookkeepers. We support our bookkeepers so that they can best serve you and that means that we give them preferred access to our programs and additional training. 

Just ask your bookkeeper if they are part of our Group, or just send them a link to this page and ask them to contact us for a confidential chat.

Our fixed fee approach means that you have no surprises with all fees bundled into affordable monthly payments. You know exactly what to expect and regular payments help keep your cash flow in perfect order. 

BONUS

Sign up for a 12 month package and you will get a complimentary Xero Health Check in your first month and access to an on-demand Business Bootcamp where over just 4 sessions you’ll be able to recharge your business by improving productivity and increasing your profit. 

This package is valued at over $1,547 itself.

Our Packages

These packages are designed for businesses as all stage of their journey, from start-up to well established.

We offer annual contracts with ability to change your plan either up or down, as you need.

You also have the option of customising any of the packages below, just get in touch with us to see how we can help.

Bronze

$140 per month

Services (Deliverables)

Initial Onboarding Program

End of Financial Year Financial Statements

End of Financial Year Tax Package

Annual ASIC Compliance & Corporate Registry

Supported Software – Xero

Support Level

Dedicated Client Service Contact

Access and Support
Online Support within
5 business days

Silver

$165 per Month

Services (Deliverables)

Initial Onboarding Program

Initial Tax Review

Tax Planning and Smart Tax Strategies

End of Financial Year Financial Statements

End of Financial Year Tax Package

Annual ASIC Compliance & Corporate Registry

Supported Software – Xero

Support Level

Dedicated Client Service Contact

Access and Support
Priority Support – 48 hour response via Email

Gold

$220 per Month

Services (Deliverables)

Initial Onboarding Program

Initial Tax Review

Tax Planning and Smart Tax Strategies

End of Financial Year Financial Statements

End of Financial Year Tax Package

Annual Business Performance and Management Reports

Annual ASIC Compliance & Corporate Registry

Compliance Monitoring

Supported Software – Xero

Support Level

Dedicated Client Service Contact

Access and Support
Priority Support – 48 hour response via Email

Additional Optional Services

Advisory – Annual Plan

Advisory – Cash Flow

Advisory – Financial Budget

Advisory – Key Performance Indicators

Advisory – 12 Month Profit Improvement Plan Customised for your Business

Xero Health Check

Xero Migration

About our Pricing

Fixed Fees

Choose the package that suits your budget and have the confidence that your income taxes and reporting will be taken care of.

Transparent Pricing

Structured Packages to suit you with ability to scale up and down as you need.

No End of Year Bill

Packages offered on a monthly basis allowing you to budget your cash flow with no suprises.

Frequently Asked Questions

What if I want more than Just the Tax?

You will see that we have a number of add ons that you can use to help take your business to the next level. 

Can I upgrade?

You can upgrade from Just the Tax to one of our Packages, where that happens we need to work through a transition program to ensure that there is a good handover.

What’s the difference between compliance packages and advisory services?

The easiest way to explain is to say that compliance are services that look back in time. These include tax returns, year end and monthly accounts will generally deal with known facts and figures. Advisory services, look at the now and into the future. Referencing the past and building from the compliance reporting, advisory is focused on the future and is driven by what you want to achieve.