How can we help you today?

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.

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.

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.

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.

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.

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.