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Service Plans

Service Plan 1
Ideal for small businesses, who are just wanting the basics and do not require invoicing. Great for Contractors.

Service Plan 1 Includes:

  • Xero Cashbook
  • Reciept Bank
  • Tax return preparation & Lodgement
  • BAS preparation & lodgement
  • Quarterly business performance reports
  • Income tax reminders and advice
  • ATO management
  • Regular newsletters
  • Email and phone support
 

Service Plan 2
Great for small to medium sized businesses being operated from a Company or Trust. Elite Accounting & Wealth Management can help you improve performance and develop your business so you can focus on what you do best.

Service Plan 2 Includes:

  • Xero Standard or Premium
  • Reciept Bank
  • Financial accounts
  • Tax return preparation & Lodgement
  • BAS preparation & lodgement
  • Annual tax planning
  • Quarterly business performance reports
  • TPAR preparation and lodgement
        From $195/month           From $295/month
Service Plan 3
If you're serious about growing your business then Service Plan 3 is for you! Elite Accounting & Wealth Management will provide you with regular advice, reporting and guidance to enable your business to prosper and grow.

Service Plan 3 Includes:

  • Xero Premium
  • Reciept Bank
  • Financial accounts
  • Tax return preparation & Lodgement
  • BAS preparation & lodgement
  • Preparation and filing PAYE and FBT returns
  • Annual profit & cash flow plan
  • Annual tax planning
  • Monthly business performance reports
  • Monthly business review
  • Annual Strategic Review
  • Tax budgeting advice
  • Monthly business advisory / KPI meeting
  • Strategy formulation and monitoring
  • Assistance with business KPIs
  • Face to face annual business review
  • Online monthly transaction review
  • Statutory company and trust administration
  • Income tax reminders and advice
  • ATO management
  • Regular newsletters
  • Email and phone support
        From $395/month
 

TRADESMAN Service Plan
Let Elite Accounting & Wealth Management free up your time by taking care of the essentials to ensure all your tax and employment requirements are meet, so you can concentrate on the important aspects of your business.

Tradesman Service Plan includes:

  • Xero Standard or Premium
  • Reciept Bank
  • Financial accounts
  • Tax return preparation & Lodgement
  • BAS preparation & lodgement
  • Annual tax planning
  • Quarterly business performance reports
  • TPAR preparation and lodgement
  • Statutory company and trust administration
  • Income tax reminders and advice
  • ATO management
  • Regular newsletters
  • Email and phone support
        From $235/month