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Monthly Packages – Accounting & Taxation


Small Business Monthly Plans  

What’s Included


Small Business Clients

The Core Small Business Plan is designed to provide core help you expect from your accountants, as follows:-

  Fortnightly bookkeeping reviewed and assisted as required

  Qtrly financial reporting 

  Qtrly GST & BAS lodged online or reviewed

  Financial Statements – ad-hoc and EOY

  Business Tax Returns and all related entities

  Review & assist with Payroll, Superannuation (1-2) staff

  Ad-hoc support allowed and welcome throughout the year, no separate charge.

  Tax Planning from April to June each year


Setting up Xero is easy 

Umbrella Accountants are Xero Gold Partners – for quality assurance, all clients on monthly plans are using Xero. 

from $484 Monthly#

  • Up to 2 hours per month, bookkeeping/payroll support
  • International Transactions will require additional time
  • Extra time thereafter will be considered beyond the scope of CORE.
  • # Xero subscriptions are paid separately, starting from $50/mth

Extras that can be added to CORE

  Extra Payroll over 2 staff to help the process, monitor, wages, superannuation and assisted as required

  Budgets, Cashflow Projections, Business Plans

  QBCC Audit and Financial Reporting

  Extra Support for events outside the normal trading (ie) Natural Disasters, Pandemics 

  Mergers & Acquisitions Due Diligence Required

  Various Projects and Business Plans outside the scope of general core inclusions.

  CFO, Management & Cost Accounting Projects



Too Small or Too Big?

  We can tailor a plan for your business

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