Pricing
We offer 3 levels of business support covering financial reporting and compliance, strategy development and implementation, and leadership skill development.
Bronze
From $350 p/month
✓ Initial business review
✓ Provision of Strategic One-Page Plan and Financial Snapshot
✓ Quarterly 1:1 coaching sessions; summary of financial position, compliance, identification of issues and problem-solving sessions with action plan for skill development and accountability (face to face or online)
✓ 24/7 email and phone access
✓ Complete compliance service; ongoing book keeping automation and support, quarterly BAS, end of year financials, lodgement of tax returns, ad hoc tax planning and advice
✓ Company administration and liaising with ASIC
Best for:
Small trades business with no internal staff members, annual turnover of $150k to $200k, limited overheads (on the road with home office base), business operated from discretionary trading trust with corporate trustee.
Silver
From $1,000 p/month
✓ Initial business review
✓ Provision of Strategic One-Page Plan and Financial Snapshot
✓ Bi-monthly 1:1 coaching sessions; summary of financial position, compliance, identification of issues and problem-solving sessions with action plan for skill development and accountability (face to face or online)
✓ 24/7 email and phone access
✓ Complete compliance service; ongoing book keeping automation and support, quarterly BAS, end of year financials, lodgement of tax returns, ad hoc tax planning and advice
✓ Company administration and liaising with ASIC
Best for:
Small retail or services business with internal staff of between 5-10 people, annual turnover of $1-$1.5 million, main expenses often including rent and wages (full-time and/or casual), business operated from discretionary trust with corporate trustee or via a trading company.
Gold
From $2,000 p/month
✓ Initial business health check
✓ Provision of Strategic One-Page Plan and Financial Snapshot
✓ Monthly 1:1 coaching sessions; summary of financial position, compliance, identification of issues and problem-solving sessions with action plan for skill development and accountability (face to face or online)
✓ 24/7 email and phone access
✓ Working with leaders and teams to develop specific skills and drive ownership and accountability around plans
✓ Complete compliance service; ongoing book keeping automation and support, quarterly BAS, end of year financials, lodgement of tax returns, ad hoc tax planning and advice
✓ Company administration and liaising with ASIC
Best for:
Medium sized services/manufacturing business with internal staff of between 10-20 people, annual turnover of around $5-$10 million, business operated from discretionary trust with corporate trustee or via a trading company, increased business complexities due to scale and scope of operations, increasing need for more management structure, accountability and governance, possible investments or business property held in a second trust.
Optional Extras (POA)
Team Workshops
We offer tailored half- to full-day workshops to train and develop your team.
Topics could include:
Developing/coaching your team
Leadership skills for emerging leaders
Giving feedback and having crucial conversations
Dealing with difficult customers
Developing resilience and positivity
Problem solving - 4 key tools
Personal productivity
Profit Improvement – growing sales/elimination of wasteful practices
Ad Hoc Meetings
We can provide support and one-off input around the following:
Staff conflict, culture and performance issues
Developing the leadership skills of new or emerging leaders
Improving profit through identifying and reducing waste
Risk mitigation and tax planning
Succession planning and implementation
Identifying, capitalising and planning for growth opportunities
creating a strategic business plan
Please note: Our pricing is determined relative to the size and scale of operations. All prices exclude GST