Our Services
High-Performance Finance & Operations
Most accounting firms focus on the past. We partner for your future.
At AMD Advisory Group, we bridge the gap between tax compliance and commercial strategy. Whether you require a dedicated "Fractional" C-suite partner or expert-led support for a critical project, we provide the Big 4-grade rigour and ASX-listed experience required to scale your business with confidence.
Monthly Partnership Plans
Strategic Leadership. Fixed-Fee Certainty.
Our monthly plans are designed to scale with your ambition. We don’t just “do the books”—we act as your executive partners, ensuring your compliance is bulletproof and your strategy is sound.
The AMD Promise:
Fixed-Fee Monthly Support: Know exactly what you are paying.
No Hidden Costs: No surprise bills for phone calls or emails.
Absolute Flexibility: High-level support that grows with you—cancel any time.
The Foundation Plan
Building the platform for your first $1M.
Ideal for: Revenue <$300k | Scaling Sole Traders & Micro-eCommerce.
Core Services: Monthly bookkeeping, quarterly management reporting, and proactive annual tax planning*.
Advisory: Fractional CFO insights to help you transition from "Self-Employed" to "Business Owner."
Governance: ASIC Agent services and statutory compliance.
Investment: From $770 / month
The Performance Plan
Optimising margins and stabilising cash flow.
Ideal for: Revenue $300k – $2M | Established SMEs ready for the next level.
Core Services: Full-service bookkeeping, payroll management, and BAS/IAS lodgements*.
Advisory: Fractional CFO leadership focused on margin protection and 13-week cash flow stability.
Governance: Full annual tax compliance* and ASIC corporate secretarial support.
Investment: From $1,500 / month
The Fractional C-Suite Plan
Strategic CFO & COO (Operational) leadership for high-growth enterprises.
Ideal for: Revenue $2M – $10M | High-growth firms requiring executive-grade oversight.
Core Services: Full financial management, advanced forecasting, and robust 3-way modeling.
Advisory: Hands-on CFO & COO (Operational) support. We join your leadership meetings to drive commercial strategy and operational efficiency.
Operational Rigour: Beyond the numbers—we help you optimize supply chains, manage vendor contracts, and resolve staff/performance bottlenecks to free up your time as Founder.
Governance: Comprehensive Company Secretarial duties and enterprise risk management frameworks.
Investment: From $4,500 / month
The Enterprise Plan
Custom, executive-grade oversight for $10M–$20M+ powerhouses.
Ideal for: Large-scale operations requiring daily/weekly C-suite involvement.
Services: A fully tailored "Managed Finance Function." For market leaders requiring a fully integrated, high-performance finance department. Includes everything in the Fractional C-Suite Plan plus deep-dive operational transformation, board-level reporting, and specialised project leadership.
Investment: Custom Pricing (Based on a Confidential Discovery Session)
Every plan is overseen by a Chartered Accountant (CA) and Governance Institute Associate (AGIA) with 20+ years of experience leading finance and operations for multi-billion dollar organisations and global retail brands.
Not sure which plan fits your current stage?
Let’s figure it out together. I offer a confidential, no-obligation 30-minute session to audit your current setup and discuss your goals.
*Annual Tax Compliance & Lodgements delivered in partnership with AMD AA Tax.
On-Demand Advisory
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Development of robust, 3-way financial models (P&L, Cash Flow, and Balance Sheet) to support pricing decisions, capital investments, or acquisitions. We provide break-even analysis and sensitivity testing built to industry best-practice standards—giving you the data to move from "intuition" to "insight."
Investment: From $2,400
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A comprehensive strategic roadmap mapping out your business goals, market positioning, and operational milestones. This is a high-level executive document ideal for internal scaling, investor presentations, or bank loan submissions.
Investment: From $3,500
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Strategic commercial advisory to optimise your contract terms and margins. We provide cost modelling, comparative analysis, and negotiation scripts for major customer renewals or supplier contracts—designed to strengthen your supply chain and recapture lost revenue.
Investment: From $1,200
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Preparation of professional due-diligence packs and financial "stories" for banks, shareholders, or prospective investors. We help you present a credible, high-authority financial case that improves approval outcomes and supports your funding objectives.
Investment: From $2,000
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Design and implementation of professional governance frameworks tailored to your scale. We establish clear financial controls, delegation authorities, and risk management protocols to ensure your business remains compliant while supporting sustainable growth. Ensure your Board of Directors is protected and compliant.
Investment: $1,800 – $3,220
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End-to-end setup or migration into Xero with a customized chart of accounts and automated workflows. We manage the full data transfer from legacy systems, ensuring your environment is clean, accurate, and structured for real-time commercial visibility.
Investment: From $2,150
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Preparation of audit-ready annual financial statements and customized KPI dashboards. We structure your reporting framework properly from the start, ensuring your year-end financials are meaningful for lenders, investors, and internal leadership.
Investment: From $600
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Expert guidance on choosing the right structure—company, trust, or SMSF—based on your commercial goals and risk profile. We handle the full setup process, including ABN/TFN registrations and ASIC company incorporations, ensuring you are scalable from Day One.
Investment: $350 – $3,220
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Complete annual SMSF administration, including financial statements, tax returns, and member statements. We ensure your fund remains compliant and documented. Please note: To ensure regulatory independence, AMD Advisory Group does not provide SMSF audit services but can coordinate with your chosen auditor.
Investment: From $2,500 per year (excludes audit fee)
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End-to-end establishment of your payroll system, including award interpretation, leave category configuration, and Single Touch Payroll (STP) compliance. We ensure your payroll is automated and accurate from the first pay run.
Investment: From $625
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Strategic financial leadership for specific projects or periodic executive advisory without the cost of a full-time hire. Ideal for board reporting, budgeting, or pricing strategy on a flexible, "as-needed" basis.
Investment: Strategic Retainers from $1,200 / project.
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Specialised preparation and lodgement of individual tax returns for complex profiles involving rental properties, investment portfolios, cryptocurrency, or side businesses. We focus on accuracy, optimization, and ATO compliance.
Investment: From $200
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Proactive tax planning and annual compliance lodgements for businesses and associated entities. We ensure your obligations are met with Big 4-level precision.
Investment: (Based on Discovery Session)
Expert-level solutions for specific challenges—delivered with fixed-fee certainty.
Not every business requires a full-time partner. We provide high-impact support for critical milestones, from launching your first entity to negotiating multi-million dollar contracts. Whether you are solving a single problem or managing a complex project, we provide the technical rigour and commercial oversight to ensure success.
Not sure where to start?
Whether you have a single bottleneck to clear or a complex transformation to lead, let’s determine the most effective path forward.
I offer a confidential, no-obligation 30-minute Strategy Diagnostic to audit your current situation and provide a clear, fixed-fee roadmap for your next stage of growth.
*Annual Tax Compliance, BAS/IAS lodgements, and specific Payroll/Tax Agent services are delivered in partnership with AMD AA Tax.
