Choosing Your Small Business Support
Let’s look at our Small Business options together to find the perfect level of support for your team, your turnover and your goals.
Bookkeeping & Compliance
• Weekly bookkeeping
• Bank reconciliations (up to 6 accounts)
• GST coding review
• Monthly file health check
• Digital receipt capture (Full)
• Monthly BAS prep (if required)
• Quarterly BAS lodgement
• ATO correspondence (routine + escalated)
• Annual GST reconciliation
AP/AR
• Supplier invoices (up to 120/month)
• Customer invoicing (up to 120/month)
• Debtor follow up (structured)
• Supplier payment scheduling
Reporting
• Monthly P&L, Balance Sheet, Cashflow
• KPI dashboard (Standard)
• Quarterly management report pack
Support
• Priority email support (same day)
• Monthly check in call (30 minutes)
Systems
• Xero/MYOB optimisation (quarterly)
• App stack review (semi annual)
• Just a quick note: to keep things simple, initial software setup and monthly app subscriptions are billed individually.
SMB Standard
SMB Plus
Everything in SMB Standard plus Payroll:
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Up to 10 employees
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Weekly/fortnightly/monthly pay runs
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STP Phase 2 lodgements
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Super processing
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Employee onboarding
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Leave tracking
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Award interpretation (simple awards)
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Annual STP finalisation
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Payroll compliance monitoring
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Just a quick note: to keep things simple, initial software setup and monthly app subscriptions are billed individually.
SMB Growth
Includes all SMB Standard & Plus plan features, as well as:
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Fractional CFO Services
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Monthly CFO meeting (45 minutes)
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Management report pack with commentary
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Rolling 90-day cashflow forecasting
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Annual budget creation
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Quarterly budget reforecasting
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KPI design and monitoring
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Break-even analysis
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Pricing and margin review
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Priority strategic finance inbox access
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Board-ready reporting (Lite)
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Just a quick note: to keep things simple, initial software setup and monthly app subscriptions are billed individually.
Finding the Right Path for Your Business Journey
We’d love to help you see if this plan feels like home. If it does, we’ll invite you to a discovery chat to explore your dreams, your team and your numbers together.
This might be a great fit if
- You are thriving with a turnover between $750k and $2 million.
- You are a growing business family with a small, busy team.
- You have some admin help but need a professional partner.
- You value reliable reporting and having your BAS handled by experienced people.
- You want to reclaim your time from daily bookkeeping tasks.
Our Small Business plan focuses on your ongoing bookkeeping and back-office flow. If you are currently managing a lot of paper or need a systems refresh, we can help with that through a dedicated setup project to ensure your transition to our subscription is smooth and stress-free.