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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
  • Reciept Bank
  • Financial accounts
  • Tax return preparation & Lodgement
  • BAS preparation & lodgement
  • Annual profit & cash flow plan
  • Annual tax planning
  • Quarterly business performance reports
  • Statutory company and trust administration
  • Income tax reminders and advice
  • ATO management
  • Regular newsletters
  • Email and phone support
  • Statutory company and trust administration

 

  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 $195/month

         From $295/month          From $395/month
Tradesman Specific Service Plan
Let Elite Accounting & Wealth Management free up your time by taking care of the essentials to ensure all your is tax and employment requirements are meet.

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
  • Statutory company and trust administration