Transparent Pricing
Fixed Fees.
No Surprises.
Every engagement is fixed-fee and agreed upfront. You always know exactly what you pay — before we start, and throughout the year.
Plans
Choose Your Engagement
Essentials
Compliance
For small businesses that need accurate, on-time lodgements handled without fuss.
$350
per month · billed annually
Annual income tax return
Quarterly BAS lodgement
Payroll tax compliance
ASIC annual review
Dedicated advisor
Same-day response
Most Popular
Growth
For growing businesses that need compliance plus proactive tax strategy and advisory.
$850
per month · billed annually
Everything in Compliance
Proactive tax planning sessions
Entity structuring review
Trust distribution strategy
Division 7A management
Quarterly strategy meetings
Cash flow forecasting
Full Service
Enterprise
For established businesses that want comprehensive advisory, CFO support, and full tax optimisation.
POA
custom engagement · scoped to your needs
Everything in Growth
Part-time CFO services
Board-ready reporting
Acquisition & exit planning
SMSF setup & compliance
Property & investment tax
Monthly management accounts
Priority same-day response
Add-Ons
Available to All Plans
SMSF Setup & Annual Compliance
From $1,800 / year
Full self-managed super fund establishment, contribution strategy, and annual audit compliance.
R&D Tax Incentive Claim
From $2,500 per claim
End-to-end R&D tax incentive preparation and lodgement to maximise your eligible offset.
Business Valuation
From $3,500
Formal business valuation for sale, acquisition, estate planning, or shareholder disputes.
Property Tax Review
From $950
CGT, land tax, and negative gearing analysis across your investment property portfolio.
ATO Audit Support
From $1,200
Full representation and documentation management through ATO reviews and audits.
Entity Restructure
From $2,200
Company, trust, and partnership restructuring for optimal tax and asset protection outcomes.
Questions
Frequently Asked
How does fixed-fee pricing work?
We scope your engagement at the start of the year and agree on a fixed monthly fee. No hourly billing, no unexpected invoices. If your needs change significantly, we discuss a revised scope together.
Can I change plans during the year?
Yes. If your business grows and you need more support, we can upgrade your engagement at any time. We'll adjust the scope and fee from the following month.
What does same-day response mean?
Every message or call from an active client is responded to by close of business that day — Monday to Friday. For urgent matters we aim to respond within the hour.
Do I get a dedicated advisor?
Yes, every client is assigned a named senior advisor who handles your account directly. You'll never be passed around or need to re-explain your situation to a junior staff member.
Is there a setup or onboarding fee?
No. Onboarding, file transfers from your previous accountant, and initial review meetings are all included at no extra charge.
How do I know which plan is right for me?
Book a free 30-minute call with one of our advisors. We'll review your current structure and recommend the best fit — with no obligation to proceed.
Not sure which plan
is right for you?
Book a free call — we'll figure it out together.