Your SME Support Pathways
Explore our SME Core and Premium options to find the right balance of care and strategic guidance for your team.
SME Core
Bookkeeping & Compliance
• Weekly bookkeeping
• Unlimited bank reconciliations
• Thorough GST coding review
• Monthly file health check
• Digital receipt capture
• BAS preparation support
• BAS lodgement
• ATO communication
• Annual GST reconciliation
AP/AR
• Invoicing support (300/mo)
• Customer billing (300/mo)
• Debtor management
• Organised payment scheduling
• Smart automation tools
Reporting
• Monthly reports
• KPI dashboards
• 90-day cash flow forecasting
• Collaborative budget planning
• Focused department reviews
CFO Services
• Monthly strategy sessions
• Clear board-ready reporting
• Pricing & margin guidance
• Reliability modelling
• Scenario planning
• Cash flow management
• Investment & planning support
• Priority finance inbox access
• Policy & control frameworks
• Support with funding links
Systems
• Software health checks
• Automation workflow reviews.
Just a quick note: to keep things simple, initial software setup and monthly app subscriptions are billed individually.
SME Premium
All Core services, plus:
Payroll
• Support for up to 60 staff
• Reliable pay run management
• STP 2 compliance handling
• Superannuation processing
• Team onboarding
• Leave tracking assistance
• Award guidance and support
• Ongoing payroll monitoring
• End-of-year finalisation
• Detailed payroll reporting.
Just a quick note: to keep things simple, initial software setup and monthly app subscriptions are billed individually.
Are We the Right Partnership for Your Business?
Let’s explore if this support aligns with your goals. If it feels right, we would love to host a discovery call to talk through your vision for cash flow and reporting together.
We’d love to help you if:
- Your turnover is $2M – $5M/year
You have a growing team and complex operations
You value clear insights for your stakeholders
You are seeking a partner for cash flow forecasting
You want a dedicated financial ally by your side
Our SME partnership provides a steady hand for your financial leadership. If your current systems feel a bit messy, don't worry—we can set up a special project to modernise your tools and build a strong, cloud-based foundation before we begin our journey together.