Our Services
Two ways to work with me.
Whether you need ongoing support or help with a specific project, we offer flexible and practical services to serve your individual business needs.
Option 1: Monthly Plans
Full support from bookkeeping, tax, ASIC registration, company secretarial, to virtual CFO advice. Perfect for business owners who want monthly clarity and a real partner in business.
Starter Plan
Perfect for sole traders, micro e-commerce, professional services businesses wanting more than basic bookkeeping (typically with revenue less than $300k, up to 2 employees).
Monthly bookkeeping + quarterly reporting + annual tax and ASIC agent services + virtual CFO advice.
From $770/ month
Growth Plan
Perfect for businesses with revenue between $300k to less than $2m, or up to 10 employees and contractors.
Monthly bookkeeping + payroll + BAS + annual tax and ASIC agent services + virtual CFO advice.
From $1,500/ month
Scale Plan
Perfect for businesses with revenue between $2m to less than $10m, or up to 20 employees and contractors.
Full financial support + reporting + forecasting + strategy + company secretarial and ASIC agent services + virtual CFO support.
From $4,500/ month
Enterprise Plan
Perfect for businesses with revenue over $10m or over 20 employees and contractors.
A tailored finance function support can be catered to meet your individual business needs.
From $11,500/ month
Option 2: One-off Advisory & Special Projects
For business owners that don’t need monthly support but want expert-level advice to solve a specific problem — quickly and properly.
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Professional preparation and lodgement of individual tax returns, including advice on deductions, investment income, rental properties, capital gains tax, share portfolios, cryptocurrency, and business income. Focused on accuracy, optimisation, and ATO compliance. Pricing varies depending on complexity (e.g. no of rental properties, businesses, investment, crypto).
From $200
(Depends on structure, number of properties, financial investments, crypto, business)Breakdown (typical ranges):
Simple: $200
With rental property: From $270
With financial investment or side/ hobby business: From $290
With crypto: From $400
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Comprehensive guidance on choosing the right business structure—sole trader, partnership, company, trust, or SMSF—based on your commercial goals, tax position, risk profile, and growth plans. We provide clear explanations of legal, tax, and compliance implications and handle the full setup process, including ABN/TFN registrations, ASIC company incorporation, trust deed preparation and ongoing governance requirements. Designed to ensure you start with a structure that is tax-efficient, scalable, and compliant.
$350 - $3,220
(depending on structure)Breakdown (typical ranges):
Sole trader or partnership setup: $350 – $410
Company setup (incl. ASIC lodgement): $1,850 – $1,972
Discretionary trust (with corporate trustee): $2,350 – $2,472
SMSF with corporate trustee: $3,100 – $3,220
* prices includes 1 hr consultation, ASIC fees, NSW Government stamp duty and/or ATO charges ( (where applicable)
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End-to-end setup or migration of your accounting system into Xero. This includes chart-of-accounts design, tracking categories, bank feed activation, invoice and remittance template configuration, reporting templates. For migrations, we manage data transfer from your existing system (MYOB, QuickBooks, Excel, or legacy software), including historical balances, open invoices, and comparative periods. The result is a clean, accurate, and fully customised Xero environment that supports real-time financial visibility and streamlined operations.
From $2,150
(Depends on number of prior system, open balances (e.g. AR/ AP/ Bank), inventory SKUs, pricelist, templates, reports, and clean-up effort) -
End-to-end establishment of your payroll system within Xero, including employee onboarding, pay-item configuration, award interpretation, leave categories, superannuation setup, and Single Touch Payroll (STP) compliance. We ensure your payroll is accurate, automated, and compliant from day one.
From $625
(Depends on number of employees, award complexity) -
Design and implementation of governance frameworks tailored to your business, covering decision-making processes, risk management, delegation authorities, compliance protocols, financial controls, and operational procedures. We help you establish a clear, accountable structure that supports sustainable growth and regulatory integrity, particularly when it comes to complying ASIC and the ATO requirements.
From $1,800
(Depends on number of policies, templates and directors) -
A comprehensive strategic plan mapping out your business goals, market positioning, financial forecasts, operational roadmap, and key performance milestones. Ideal for internal planning, investor presentations, or bank submissions. Built collaboratively to ensure it reflects your vision and industry reality.
From $3,500
(Depends on industry analysis depth, financial modelling needs, number of entities and user groups) -
Complete annual SMSF administration, including financial statements, tax return, member statements, pension calculations, investment compliance, ATO reporting, and coordination with the SMSF auditor. Ensures your fund remains compliant, tax-efficient, and properly documented.
From $2,500 per year
(Depends on number of funds and complexity)* price does not include SMSF audit.
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We set up clean, accurate and audit-ready annual financial statements that give Australian SMEs clear insight into profitability, cash flow and overall financial health. By structuring your chart of accounts, tracking categories and reporting framework properly from the start, we ensure your year-end financials are meaningful, consistent and easy to present to lenders, investors or auditors. For businesses wanting deeper, ongoing insights, we can also build customised Xero reports and KPI dashboards tailored to your operations.
From $600
(Depends on number of reports and complexity) -
Development of robust, transparent financial models to support pricing, investment decisions, budgeting, acquisitions, strategy, investor presentations and bank decisions. Activities can be customised depending on your needs and can include break-even analysis, scenario testing, sensitivity analysis, and independent review of business cases. Built to industry best-practice standards. From basic pricing model, capital investment decision model to complex multi-scenario 3-way investment / valuation models.
From $2,400
(Depends on use cases, activities, and model complexity) -
Commercial advisory for customer contract negotiations, price-setting, discount structures, value-based pricing, and renewal strategies. We support you with analysis, negotiation scripts, financial justification, and revenue optimisation to improve profitability and deal outcomes.
From $1,200
(Depending on pricing complexity, activity and level of negotiation involvement) -
Strategic support to help you negotiate stronger supplier contracts—including cost modelling, comparative quotes, payment-term optimisation, volume pricing, and risk management. Designed to improve margins and strengthen your supply-chain positioning.
From $1,200
(Depending on analysis complexity, activity and level of negotiation involvement) -
Preparation of financial information, business cases, investor packs, forecasts, and due-diligence documentation for lenders, shareholders, and ratings bodies. We help you present a strong, credible financial story that supports your funding objectives and improves approval outcomes.
From $2,000
(Depending on level of support provided, complexity and use case) -
Ongoing strategic financial leadership without the cost of a full-time CFO. We provide tailored support such as cash-flow management, board reporting, budgeting, KPI monitoring, financial governance, pricing strategy, and executive advisory. Flexible packages aligned with your business size and stage.
From $400 per month
(Depends business size and stage, industry complexity, types of services provided and urgency)
