The plans
All prices are in AUD and include GST. Every plan comes with a dedicated Australian accountant, a registered Tax Agent handling your ATO obligations, Lawpath eSign and 6 months of Xero free.*
Tax
Compliance, sorted. You keep your own books and we handle the rest. $3,200 per year paid annually, or $4,700 per year paid quarterly ($1,175 per quarter). Suited to turnover up to $400,000.
Includes:
Annual and quarterly BAS preparation and lodgement
Year-end financial statements and annual tax return prepared and filed
Extended lodgement dates for BAS and tax returns
Bookkeeping guides and our Xero video library
Tax + Accounting Advice
Everything in the Tax plan, plus a dedicated accountant you can lean on all year. $4,800 per year paid annually, or $7,000 per year paid quarterly ($1,750 per quarter). Suited to turnover between $400,000 and $800,000.
Tax Plan, plus:
Unlimited advice consultations with our accounting team
Direct email access to your dedicated accountant, no booking needed
A written quarterly summary of where your business stands, prepared off the back of each BAS
Tax + Managed Accounting
Everything in the Tax plan, plus we take the books, bills and payroll off your hands completely. Tell us about your business and we'll put a price to it. From $900 per month, billed monthly or quarterly.
Tax Plan, plus:
A standing agenda with your accountant and a defined scope of work
Monthly bookkeeping and reconciliations, scoped to your transaction volume
Monthly Instalment Activity Statements (IAS) prepared for you
Bills and invoices managed, both payable and receivable
Payroll processed and reported to the ATO, scoped to your headcount
A senior accountant and dedicated account manager on your file
Cashflow forecasting and reporting
Proactive tax planning before year-end
We work in your channels, whether that's Slack, WhatsApp, Teams or email
*6 months of Xero free is subject to terms and conditions.
How it works
Sign up and tell us your annual turnover. We'll match you to the right plan automatically, so there's nothing to work out yourself.
We'll get in touch to understand your current obligations and set up your tax compliance.
We prepare and lodge your BAS and returns, keep you ahead of upcoming deadlines, and (on advice plans) send your quarterly summaries and stay reachable by email.
Who's it for?
Choosing the right plan comes down to two things: whether you want us doing your bookkeeping, and your annual turnover.
Keep your own books and just need compliance? Tax.
Want a dedicated accountant and ongoing advice too? Tax + Accounting Advice.
Want us to do the books for you? Tax + Managed Accounting.
FAQs
Why is quarterly more than annual?
It's not a mistake. Paying annually is a single prepaid amount, while quarterly spreads the same plan across instalments, so the yearly total works out slightly higher. Choose whichever suits your cash flow.
Can I add accounting advice to my Tax plan?
Accounting advice isn't sold as a standalone add-on, so there's no bolt-on. To get advice, you move across to the Tax + Accounting Advice plan. Get in touch and we'll walk you through what that looks like for your business.
Do you do my bookkeeping?
Not on the Tax or Tax + Accounting Advice plans. With those, you keep your own file (we work best with Xero) and we back you with a dedicated accountant. If you'd like us to do the books, including reconciliations and payroll, that's Tax + Managed Accounting, which we scope to suit you.
Who will be my accountant?
You're matched with a dedicated Australian accountant who looks after your compliance, BAS, quarterly summaries and the email channel. Your advice consultations are delivered by our wider accounting team.
I'm already on a plan. Does anything change?
No. Your plan, inclusions and price stay exactly as they are. The new pricing applies to new sign-ups only, and there's nothing you need to do. If you'd like to look at a newer plan, just get in touch.
My turnover is higher than the band shown. Can I still sign up?
Yes. Get in touch and we'll match you to the right plan for your business.