No surprises
Never wonder where your money went. Know exactly where you stand, always.
Choose your level of support
Pick the level of support that matches your goals. Every tier includes solid bookkeeping and compliance. The difference is how deep we go with reporting, planning, and strategy.
Foundation
The “Sleep Soundly” Solution for Solopreneurs.
You need accurate books and on-time compliance without fuss. Foundation gives you the essentials handled properly, so you can focus on running your business with confidence.
Best for: Consulting firms, sole traders, or micro-businesses (0 to 3 staff) who value compliance and being “bank-ready”.
Key features
- Fortnightly bank reconciliation for up to 2 accounts, keeping your records current and accurate
- BAS and IAS preparation and lodgement managed on time, every quarter
- Monthly financial snapshot showing where you stand at a glance
- GST coding review to ensure everything's compliant and claim-ready
- Email support for questions when you need straightforward answers
Momentum
The “Eyes on the Road” Solution for Growing Teams.
You're growing and need more than just clean books. You want insights that help you plan ahead and make smarter decisions. Momentum adds the depth and support to keep you moving forward.
Best for: Established businesses with 4 to 15 staff who need real-time data to make weekly decisions.
Key features
- Everything in Foundation, plus stronger reporting and proactive guidance
- Comprehensive monthly reporting pack with variance analysis and trend insights
- Cash flow forecasting so you can see what's coming and plan accordingly
- Quarterly business reviews to discuss performance and priorities
- Priority support via email and phone when you need faster answers
Add-ons for specific needs
01
Payroll integrity audit (mandatory for new clients)
Before we take on payroll, we audit your current setup to catch any compliance gaps, incorrect classifications, or mistakes that could cost you later. It's a one-time deep-dive that ensures everything's clean before we start processing.
Why it matters: Payroll errors compound fast. We'd rather find and fix issues upfront than deal with ATO penalties or back-pay claims down the track.
02
The complexity loading (payroll transparency)
Some payroll situations are straightforward while others involve awards, allowances, penalties, multiple sites, or complex leave arrangements. Where payroll arrangements require additional work, a clearly disclosed loading is applied to reflect that complexity.
Why it matters: Transparent pricing means no surprise bills. You know upfront what you're paying and why, based on your specific situation.
Is this the right fit?
We do our best work with business owners who genuinely care about getting their finances right. If this sounds like you, we'll probably work well together:
- You value professional expertise and understand that good financial management is an investment, not an expense.
- You take your responsibilities to your team and the ATO seriously. No corner-cutting or dodgy shortcuts.
- You're looking for a proactive partner who spots issues before they become problems, not just someone who enters data.
- You want clear communication and honest guidance, even when it's not what you hoped to hear.
Our promise: If you value integrity, transparency, and sustainable growth, we'll be your business's biggest advocate. We're here to help you succeed, not just tick compliance boxes.
Common questions
Everything you need to know before getting started.
- 01.What do you need from me to get started?
We'll need access to your accounting software (Xero, MYOB, or QuickBooks), recent bank statements, copies of your last few BAS lodgements, and any outstanding bills or invoices. Once you're signed up, we'll send you a detailed checklist and walk you through everything step-by-step. If you're missing something, don't stress. We'll work with what you have and fill in the gaps as we go.
- 02.How quickly can we get started once I sign up?
It depends on the state of your current records and how quickly we can get access to your accounting software. Once you're signed up we send a detailed checklist and walk you through it step by step, so nothing sits waiting while you work out what we need. If your books need tidying up before we can run them properly, we'll tell you that up front rather than let you find out later. For a realistic timeframe for your business, get in touch and we'll talk it through.
- 03.Can I upgrade or downgrade between tiers later?
Yes. The three levels are built to stack. Momentum is everything in Foundation plus stronger reporting and proactive guidance, and Navigator is everything in Momentum plus advanced planning and high-touch advisory. Every tier includes solid bookkeeping and compliance, so moving between them changes how deep we go with reporting, planning and strategy, not whether your basics are covered. If your business changes shape, tell us and we'll match the level of support to where you actually are.
- 04.What's specifically not included in the monthly plans?
Each tier lists exactly what it includes, so anything not on that list sits outside the monthly scope. Tax return preparation and lodgement, EOFY financial statements, tax planning and ATO correspondence sit outside bookkeeping and stay with your tax agent. If there's something specific you need and you can't see it on the list, ask us before you sign up and we'll tell you plainly whether it's included or quoted separately.
- 05.Do you work directly with my existing tax accountant?
Yes. We work alongside your existing tax agent, keeping your books accurate and your lodgements on time so they have clean records to work from at year end. If you do not have a tax agent yet, tell us and we will point you to one we trust.
- 06.What accounting software platforms do you support?
We work day to day in Xero, MYOB and QuickBooks, and we also work with Deputy and Microkeeper. If your business runs on something else, tell us what you use and we'll let you know honestly whether we can support it.
Let's talk through your needs and find the right solution together.
Get in touch