Who’s This For?

Our Entry-Level Bookkeeping package is designed specifically for small businesses, startups, and sole proprietors who are just beginning their entrepreneurial journey or have minimal bookkeeping needs. If you’re looking to get your financial records organized, stay compliant with tax regulations, and gain clear insights into your business’s financial health without overwhelming complexity, this package is the perfect fit.

Description

This basic bookkeeping service helps small businesses establish a solid financial foundation. We focus on organizing your day-to-day financial transactions and ensuring your books are accurate and compliant. Our goal is to simplify your financial management so you can focus on growing your business with confidence.

Services Included

• Setup of Bookkeeping System: We will set up your preferred bookkeeping software such as QuickBooks or Xero, tailored to your business needs, ensuring a smooth start.

• Recording Daily Transactions: Up to 50 transactions per month will be accurately recorded, including sales, expenses, and other financial activities.

• Bank and Credit Card Reconciliation: Monthly reconciliation of your bank and credit card statements to ensure your records match your financial institutions.

• Basic Financial Reports: Receive monthly Profit & Loss statements and Balance Sheets to keep track of your business performance and financial position.

Pricing

Our Entry-Level Bookkeeping package is offered at a fixed monthly fee ranging from $150 to $300 per month, depending on the complexity and volume of your transactions. Please note, there may be a one-time setup fee for software installation and initial data migration, which typically ranges between $200 and $1,000 based on the amount of work required.

Who’s this for?
This package is built for small to medium businesses experiencing growth and handling a moderate volume of transactions. Ideal for companies that need more robust bookkeeping, clearer cash flow oversight, and regular financial check-ins—businesses that have moved beyond basic record-keeping and require proactive support to scale confidently.

Description:
A step up from entry-level bookkeeping, the Growing Business package delivers comprehensive bookkeeping and stronger financial controls. We combine accurate transaction recording with accounts management, payroll data entry support, and regular review calls to help you stay compliant, manage cash flow, and make informed business decisions. This package reduces bookkeeping burden so you can focus on growth.

Services Included:
Everything in Tier 1, plus:

• Recording up to 150 transactions/month: Capture sales, purchases, expenses and adjustments with greater volume capacity and categorisation for meaningful reporting.

• Accounts payable management: Track supplier invoices, schedule payments, and maintain vendor records so bills are paid on time and your cash flow is visible.

• Accounts receivable management: Issue invoices, monitor outstanding receivables, and assist with reconciliation to improve collections and working capital.

• Payroll data entry support (excluding payroll processing): Enter payroll journals, superannuation and payroll-related adjustments so wages are accurately reflected in your accounts (actual payroll processing can be coordinated with your payroll provider).

• Monthly financial review call (15–30 minutes): A scheduled call to review month-end reports, discuss variances, cash flow, and action items—practical guidance to support decision-making.

• Quarterly BAS preparation support (if applicable): Assistance in preparing the information needed for Business Activity Statements, ensuring GST, PAYG and BAS figures are organised for your accountant or BAS agent.

Pricing:
Fixed monthly fee between $400–$700/month, depending on transaction complexity, number of accounts, and additional services required. Pricing is transparent and scalable as your business grows.

Optional one-time setup or transition fees may apply for migrations, historical data cleanup, or integrations—these are quoted based on scope.

Who’s this for?
This package is tailored for medium-sized businesses that require detailed financial oversight and proactive financial management. Ideal for companies seeking not only accurate bookkeeping but also strategic financial planning and advisory support to drive growth and ensure long-term stability.

Description:
Our Tier 3 package offers full bookkeeping services combined with advanced financial analysis and advisory support. Designed to provide comprehensive financial management, this service helps you maintain precise records while gaining actionable insights through customized reports and strategic consultations. We empower your business with cash flow forecasting, budgeting assistance, and audit preparation support to keep you ahead in a competitive market.

Services Included:

Everything in Tier 2, plus:

• Recording up to 300 transactions per month, accommodating higher volume and complexity.

• Full payroll data entry and seamless coordination with your payroll provider to ensure accurate wage and tax reporting.

• Cash flow management and forecasting to help you anticipate financial needs and optimize liquidity.

• Customized financial reports and interactive dashboards tailored to your business metrics and goals.

• Monthly financial strategy calls (30-45 minutes) to review performance, discuss strategy, and plan next steps.

• Assistance with budgeting and forecasting to support informed decision-making and resource allocation.

• Support for audit preparation, ensuring your financial records are audit-ready and compliant with regulatory standards.

Pricing:
Fixed monthly fee ranging from $800 to $1,200, depending on transaction volume, complexity, and additional advisory needs. This package is designed to scale with your business, providing transparent pricing and exceptional value for comprehensive financial management.

Ideal For:
This specialized service is perfect for businesses and sole traders who are transitioning between accounting platforms and need accurate, seamless data migration. It is also ideal for those whose bookkeeping has been neglected or fallen behind, requiring thorough cleanup and reconciliation to restore financial accuracy and compliance.

Description:
Our Data Migration & Bookkeeping Cleanup service ensures your financial records are meticulously reconciled and accurately transferred to your new accounting system. We focus on cleaning up past bookkeeping errors, reconciling unlimited bank and credit card accounts, and entering all necessary data to guarantee a smooth transition. This service helps you regain control of your financial data, enabling better reporting and decision-making moving forward.

Includes:

• Reconciliation of unlimited bank and credit card accounts to ensure your financial records are complete and accurate.

• Precise data entry of all relevant information required for moving your accounting platform, minimizing errors and data loss.

• Comprehensive cleanup of historical bookkeeping records to correct discrepancies and align your accounts.
  

Pricing:
This service is offered as a one-time fee ranging from $1,500 to $5,000, with customized quotes provided based on the scope and complexity of your bookkeeping cleanup and migration needs. We encourage you to contact us or schedule a consultation call to receive a tailored pricing estimate that fits your specific situation.