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Bronze
From $400 p/month

✓ Initial business overview meeting

✓ Provision of Strategic One-Page Plan and Financial Snapshot

Quarterly 1:1 coaching sessions; 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

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Silver
From $1,000 p/month

✓ Initial business overview meeting

✓ Provision of Strategic One-Page Plan and Financial Snapshot

Bi-monthly1:1 coaching sessions; 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

✓ Biannual access to topical business issue workshop to learn/refine skills and network with like-minded peers

✓ Free access to self-paced Mindshop online learning course to address specific professional development needs

✓ 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

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Gold
From $2,000 p/month

✓ Initial business overview meeting

✓ Provision of Strategic One-Page Plan and Financial Snapshot

Monthly 1:1 coaching sessions; 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

✓ Quarterly access to topical business issue workshop to learn/refine skills and network with like-minded peers

✓ Free access to self-paced Mindshop online learning course to address specific professional development needs

✓ Working with teams and key staff to 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 solutions to address a wealth of specific topics with tailored ½ day to full day workshops, to train and develop your team, some examples are;

  • ŸChange readiness
  • How to deal with difficult customers                        
  • ŸSales and marketing performance
  • Problem solving
  • ŸPersonal productivity
  • ŸIdentifying your sustainable competitive advantage
  • ŸProfit Improvement – growing sales/elimination of wasteful practices

Ad Hoc Meetings

We also have access to hundreds of tools to solve any issue that may arise on an ad hoc basis;

  • ŸCompetitive issues
  • Leadership conflict
  • ŸCash flow
  • Risk mitigation
  • ŸSuccession planning
  • Staff culture/performance
  • ŸGrowth opportunities
  • ŸAutomation and cloud based software

** Our pricing is determined relative to the size and scale of operations. All prices exclude GST **