Upfront, honest pricing. We offer fixed fee packages.
Upfront, honest pricing. We offer fixed fee packages
We customise our pricing packages to align precisely with your business requirements, ensuring you receive the most effective and beneficial solution.
All-Inclusive Tax Management – Set & Forget
Let us take the stress out of tax time. With our All-Inclusive Tax Package, we handle everything with the Australian Tax Office (ATO) on your behalf — from lodgements and compliance to correspondence and updates. It’s your set-and-forget solution for tax. No more chasing deadlines, deciphering ATO letters, or worrying about what’s next. We do it all, so you can focus on what matters most — running your business and living your life.
Includes preparation and lodgement of:
- Personal income tax returns
- Business tax returns (if applicable)
- BAS/IAS (Business Activity Statements / Instalment Activity Statements)
- GST, PAYG, and other relevant filings
- Quarterly or monthly tax reviews
- Lodgement reminders and deadline tracking
All-Inclusive Tax & CFO Partner Package – Set & Forget, with Strategic Insight
Take the hassle out of tax and elevate your business with our All-Inclusive Tax & CFO Partner Package.
We handle everything with the ATO — from BAS, IAS, and tax returns to compliance and correspondence — so you can truly set and forget your tax obligations.
But we don’t stop there.
You’ll also get monthly strategic insights from your dedicated CFO, tailored to your business needs. Choose between live virtual meetings or personalised video updates — we adapt to your schedule. We’ll help you understand your numbers, identify opportunities, and make confident, data-driven decisions.
Tax compliance + financial clarity = peace of mind.
Full-Service CFO & Tax Partner Package – Strategic, Scalable, Set & Forget
This is your complete financial powerhouse — designed for ambitious businesses ready to scale with confidence.
With our Full-Service CFO & Tax Partner Package, we manage all your tax obligations with the ATO — from BAS and IAS to tax returns and compliance — so you can truly set and forget the admin.
But we don’t stop at compliance. We become your strategic financial partner, offering:
- Weekly or monthly CFO sessions tailored to your pace
- Budgets, cash flow forecasting, and scenario planning
- Custom dashboards and performance tracking
- Competitor benchmarking and market insights to help you stay ahead
- On-demand support for funding, pricing strategy, cost analysis, and more
Whether you’re scaling, pivoting, or planning your next big move, we’re here with the insights, tools, and expertise to guide every decision.
One team. One plan. All your finances covered — and your competition in sight.
Expert Tax and
Compliance
From $495/month*
- Business Activity Statements (BAS)
- Income Tax Returns
- Fringe Benefits Tax (FBT)
- Taxable Payments Annual Report (TPAR)
- Record Keeping
*ex . GST
Tax & Strategic Business Coaching
From $1,995/month*
- Oversee and review financial operations
- Review monthly financial results (approximately 1 hour)
- Monthly financial review & strategic advice meetings (approximately 1 hour)
- Access to all other services as and when required with your CFO
- Contact your CFO at any time
- Record Keeping
- Business Activity Statement (BAS)
Most Popular
Tax, Compliance
& Your Own CFO
From $2,995/month*
- Oversee and review financial operations
- Review monthly financial results (approximately 1 hour)
- Monthly financial review & strategic advice meetings (approximately 1 hour)
- Fortnightly advisory meetings and discussion (approximately 2 hours a month)
- Business planning
- Contact your CFO at any time
- Business Activity Statements (BAS)
- Income Tax Returns
- Fringe Benefits Tax (FBT)
- Taxable Payments Annual Report (TPAR)
- Record Keeping
On-Demand Services
In addition to the above standard subscription, we offer the following additional on-demand services from our subscription packages because not all businesses need them every month. This approach keeps your monthly price low and allows you to utilise our on-demand services as needed. If you require any of the following services regularly, we can add them to your package or provide a one-time quote.
You can discuss this with your CFO, and we can get straight to work:
- Scenario analysis
- Sound boarding business ideas
- Commercial discussions with your team
- KPI setting and reporting setup
- Budgeting
- Forecasting, including rolling forecasting
- Additional advisory hours
- Pricing analysis
- Product profitability
- Compliance services
- Recruitment of finance staff
Burning Questions
Can I cancel any time?
Yes. Send us an email to cancel at any time. The cancellation will be effective from the next billing cycle.
Can I use the on-demand services immediately?
Yes.
How can I pay for my plan?
You can pay by direct debit, credit card or bank transfer in the first month.
Can you bundle specific on-demand services with my plan so I get one flat monthly fee?
Yes, you tell us the on-demand service you would like, and we will add it in for you.
