Integrity & Accountability
We do the right thing, take ownership of our work and follow through on what we say.
Accountants and advisors in Beverly Hills, NSWLegally minimise tax.
Legally minimise tax.
Grow with confidence.
Expert advice that legally minimises your tax and improves business performance, with fixed monthly packages that give you peace of mind. You work on your business; we take care of the compliance.
- Fixed monthly fees
- Xero · MYOB · QuickBooks Online
- 12+ years in practice
Quarterly BASLodged on time
$Packages from$199 / month
12+ yrsAustralian tax & compliance experience
Fixed feeMonthly, paid by direct debit
Peace of mindCompliance handled, so you can focus on growth
LocalBased in Beverly Hills, Sydney
Not sure what you need? Answer a few yes or no questions and see how we can help. Take the 1-minute situation check
Our mission
So you can work on your business, not on your tax compliance
Every day we help our preferred clients with expert advice, to legally minimise taxation and improve business performance. We provide peace of mind and guidance so they can work on their businesses and not on their tax compliance.
- Expert advice
- Legally minimise tax
- Better business performance
- Peace of mind
Our vision
We will be regarded as a quality business advisory firm, with a reputation for excellent service through a very capable team.
Our values
The way we work with you
Passion & Communication
We care about your business and keep you informed with clear, honest and timely advice.
Commerciality & Fun
Practical, commercial advice that makes a real difference, from a team that enjoys what it does.
Packages & pricing
Choose the level of partnership your business needs
Every package is a fixed monthly fee with a clear scope. Start where you are today and move up as your goals grow, from essential compliance to a genuine advisory partnership.
Full-service packages. We do the bookkeeping, keep you compliant, and, as you move up, help you plan, forecast and grow.
Tier 1
Compliance Essentials
From$399+ GST / month
For the business owner who wants compliance done properly, on time, and without last-minute panic.
Best for: sole traders, small companies and simple business structures.
- Monthly bookkeeping, up to 80 transactions/month
- Quarterly BAS preparation & lodgement
- 1 company tax return per year
- 1 individual tax return for the owner/director
- Annual tax planning review before year-end
- Simple annual budget template or budget discussion
- Annual financial summary & review meeting
- Basic payroll for up to 2 employees
What's not included
- Payroll for more than 2 employees
- Weekly bookkeeping
- Monthly management reports
- Cash flow forecasting
- ASIC annual review fees & lodgements
- ATO audits, reviews or objections
- Tax advice for complex structures, trusts or groups
- Fringe Benefits Tax
- Division 7A loan management
- Capital gains tax advice
- Software subscription costs
- Catch-up bookkeeping or historical clean-up
- Additional entities or individual tax returns
Tier 2
Business Performance Partner
From$999+ GST / month
For the business owner who wants to move from compliance to control.
Best for: growing businesses that need visibility, payroll support and tax planning.
- Monthly bookkeeping, up to 250 transactions/month
- Quarterly BAS preparation & lodgement
- Payroll processing for up to 10 employees
- 1 company tax return + up to 2 individual returns
- 2 tax planning sessions a year (mid-year & pre-year-end)
- Annual budget with quarterly review
- Quarterly management reports with commentary
- Quarterly performance meeting
What's in the management report
- Profit & loss review
- Balance sheet review
- GST & PAYG position
- Wages & superannuation overview
- Debtors & creditors snapshot
- Gross profit margin review
- Key performance observations
- Recommended action items
What's not included
- Weekly bookkeeping unless separately agreed
- Payroll for more than 10 employees
- Complex payroll awards or enterprise agreements
- Weekly cash flow management
- Board-style reporting
- Business coaching or strategy workshops
- Detailed KPI dashboard setup
- ATO audits, reviews or objections
- Complex restructuring advice
- Finance applications & bank negotiations
- ASIC annual fees
- Additional entities, trusts or SMSFs
- Software subscription costs
- Major bookkeeping clean-up
Tier 3
Strategic Advisory Partner
From$1,999+ GST / month
For the business owner who wants a genuine financial partner, not just a tax historian.
Best for: established businesses wanting proactive, strategic input.
- Weekly bookkeeping, up to 500 transactions/month
- Quarterly BAS preparation & lodgement
- Payroll processing for up to 25 employees
- 1 company tax return + up to 4 individual returns
- Quarterly tax planning & timing strategies
- Annual budget, quarterly reforecast & variance analysis
- Monthly management reports & performance dashboard
- Monthly performance meeting with action plan
Strategic advisory inclusions
- Profit improvement recommendations
- Cash flow review
- Budget versus actual analysis
- Gross margin & overhead review
- Debtor management discussion
- Director remuneration planning
- High-level business structure review
- Action plan after each meeting
What's not included
- Formal business valuations
- Mergers, acquisitions or due diligence
- Complex restructuring implementation
- Legal advice
- Financial planning advice
- Finance broking or loan applications
- HR advice beyond payroll processing
- ATO audits, reviews, disputes or objections
- R&D claims
- International tax advice
- SMSF compliance
- FBT returns unless added separately
- Payroll above 25 employees
- Bookkeeping above 500 transactions/month
- Software subscription costs
Compare partner packages
| Feature | Compliance Essentials | Business Performance Partner | Strategic Advisory Partner |
|---|---|---|---|
| Monthly price | From $399 + GST | From $999 + GST | From $1,999 + GST |
| BAS | Quarterly | Quarterly | Quarterly |
| Bookkeeping | Monthly, up to 80 transactions | Monthly, up to 250 transactions | Weekly, up to 500 transactions |
| Payroll | Up to 2 employees | Up to 10 employees | Up to 25 employees |
| Company tax return | 1 included | 1 included | 1 included |
| Individual tax returns | 1 included | Up to 2 included | Up to 4 included |
| Tax planning | Annual | Twice yearly | Quarterly |
| Budgeting | Basic annual budget template | Annual budget & quarterly review | Annual budget, quarterly reforecast & variance analysis |
| Management accounting | Annual summary | Quarterly reports | Monthly reports |
| Advisory meetings | Annual review | Quarterly meeting | Monthly meeting |
| Best for | Simple businesses | Growing businesses | Established businesses wanting strategic input |
Optional add-ons
Additional individual tax returnFrom $150 + GST
Additional company tax returnFrom $1,500 + GST
Additional trust tax returnFrom $1,750 + GST
Payroll per employee above package limitFrom $25 + GST per employee per month
Extra bookkeeping transactionsFrom $150 + GST per extra 100 transactions per month
Catch-up bookkeepingQuoted separately
ATO payment plan negotiationFrom $295 + GST
ASIC annual review managementFrom $180 + GST plus ASIC fees
FBT returnFrom $750 + GST
Division 7A reviewFrom $750 + GST
Business structure reviewFrom $1,200 + GST
Cash flow forecastFrom $800 + GST
Business finance application supportFrom $1,500 + GST
Strategic planning sessionFrom $1,500 + GST
For simple business owners who want essential tax and BAS compliance handled correctly. No bells and whistles, no advisory. You keep your own books in the cloud; we review, correct and lodge.
Compliance Lite
Sole Trader
From$199+ GST / month
Essential compliance for sole traders with simple affairs.
Best for: sole traders, contractors, consultants and simple service businesses with no employees.
- 1 individual tax return incl. business schedule
- Quarterly BAS preparation & lodgement
- Quarterly review of your coded transactions
- Basic year-end tax checklist
- Up to 50 client-coded transactions/month
- Payroll, budgeting & management accounts
Compliance Lite
Micro Business
From$249+ GST / month
BAS and annual tax for small, low-volume companies.
Best for: micro companies and owner-operated businesses with no or very simple payroll.
- 1 company tax return
- 1 individual tax return for the director
- Quarterly BAS preparation & lodgement
- Quarterly review of your coded bookkeeping
- Basic annual tax checklist
- Up to 75 client-coded transactions/month
- Payroll, budgeting & management accounts
Compliance Lite
Company Plus
From$299+ GST / month
Tax and BAS covered, plus basic payroll and a monthly review.
Best for: simple companies and small family businesses with basic compliance needs.
- 1 company tax return
- 1 individual tax return for the director
- Quarterly BAS preparation & lodgement
- Monthly review of your coded bookkeeping
- Basic payroll for up to 2 employees
- Annual tax planning checklist + email recommendation
- Up to 100 client-coded transactions/month
How Compliance Lite keeps the price low
- You use Xero, MYOB or QuickBooks Online (no spreadsheets or paper receipts)
- You code and upload your own transactions; we review and lodge
- Monthly direct debit only
- Email support for compliance matters (3–5 business days)
- No meetings, calls or advisory sessions included
- Need more support? Move up to a Partner package anytime
Compare Compliance Lite options
| Feature | Sole Trader | Micro Business | Company Plus |
|---|---|---|---|
| Monthly price | $199 + GST | $249 + GST | $299 + GST |
| Individual tax return | 1 included | 1 included | 1 included |
| Company tax return | Not applicable | 1 included | 1 included |
| BAS | Quarterly | Quarterly | Quarterly |
| Bookkeeping | Quarterly review | Quarterly review | Monthly review |
| Payroll | Not included | Not included | Up to 2 employees |
| Tax planning | Checklist only | Checklist only | Checklist + email recommendation |
| Budgeting & management accounts | Not included | Not included | Not included |
| Advisory meetings | Not included | Not included | Not included |
| Transaction limit (client-coded) | 50 / month | 75 / month | 100 / month |
What's not included in Compliance Lite
- Business advisory
- Management accounting & monthly reporting
- Budget preparation
- Cash flow forecasting
- Detailed tax planning or tax minimisation meetings
- Payroll above package limits
- Superannuation follow-up
- Single Touch Payroll troubleshooting
- Workers' compensation declarations
- Payroll tax
- Fringe Benefits Tax
- Division 7A advice
- Trust distributions
- ASIC annual review management
- ATO audits, reviews or objections
- ATO payment plans
- Bookkeeping clean-up or catch-up work
- Software setup or migration
- Receipt processing
- Debtor & creditor management
- Finance applications
- Business structure or asset protection advice
- Capital gains tax advice
- Rental property schedules
- Cryptocurrency transactions
- Share portfolios
- Additional entities or tax returns
Compliance Lite add-ons
Additional individual tax returnFrom $150 + GST
Additional company tax returnFrom $1,500 + GST
Additional BAS amendmentFrom $220 + GST
ATO payment planFrom $295 + GST
Payroll per additional employeeFrom $25 + GST per employee per month
Bookkeeping clean-upFrom $110 + GST per hour
Additional 50 transactions per monthFrom $75 + GST per month
Tax planning meetingFrom $550 + GST
Budget preparationFrom $750 + GST
Cash flow forecastFrom $800 + GST
ASIC annual review managementFrom $180 + GST plus ASIC fees
Software setupFrom $395 + GST
Xero training sessionFrom $350 + GST
All prices are starting prices and exclude GST. Your final fee and scope are confirmed in your engagement letter before work begins. Work outside the agreed scope is always quoted first.
How it works
Getting started is simple
From the first conversation, we focus on what you want to achieve.
Free consultation
We talk through your business, goals, structure and current records, then recommend the right package.
Agree your scope
You receive an engagement letter that sets out exactly what's included and your fixed monthly fee.
Quick onboarding
Set up your direct debit, give us access to your accounting software and bank feeds, and we take it from there.
We keep you on track
BAS, tax returns, bookkeeping and reporting are delivered on schedule, with reminders sent before every deadline.
Our ideal client
Partners in achieving your goals
Aspiring business owners and individuals who value partnering with expert advisers to work together towards achieving their goals and objectives.
Great partnerships work both ways. To keep fees fixed and advice focused, we ask every client to:
Talk to us about your business- Approved cloud softwareXero, MYOB or QuickBooks Online, with bank feed access.
- Separate business & personalKeep business transactions in business accounts.
- Timely responsesReply to information requests within agreed timeframes.
- Monthly direct debitOne predictable payment each month. No invoices to chase.
- Scope agreed in writingOut-of-scope work is always quoted before we start.
Other services
More ways we can help
Outside our monthly packages, we also offer one-off and specialist services for individuals, families and businesses.
Individual tax returns
Personal, rental property and investment tax returns, prepared accurately and lodged on time.
Learn moreBookkeeping & payroll
Catch-up bookkeeping, STP payroll and software setup for Xero, MYOB and QuickBooks.
Learn moreBusiness setup & structure
ABN, company and trust setup, with structure reviews to suit how you operate.
Learn moreReporting & forecasting
Budgets, cash flow forecasts and Excel financial models for decisions that matter.
Learn moreHome & investment loans
Mortgage broking for first home buyers, refinancing, investment, construction and self-employed loans.
Learn more
Industries we know well
Cafes & restaurants
Doctors & medical practices
NDIS providers
Sole traders & rideshare drivers
FAQ
Common questions
Do your prices include GST?
No. All package prices are shown excluding GST. GST is added to your monthly direct debit.
What counts as a transaction?
Each line in your bank feeds or accounting file that needs to be coded, such as a sale, a purchase or a transfer. If you regularly go over your package limit, we'll suggest an add-on or the next package up.
What's the difference between Compliance Lite and Compliance Essentials?
With Compliance Lite, you do your own coding in the software and we review and lodge, with email support only. With Compliance Essentials, our team does your monthly bookkeeping and you get an annual review meeting.
My books are behind. Can I still join?
Yes. We'll quote any catch-up or clean-up work separately first, so your package starts from a clean, up-to-date set of records.
Can I change packages later?
Yes. As your business grows you can move up to a package with more support. We'll review whether your package still fits as your needs change.
Do the packages cover trusts, SMSFs or extra entities?
Each package covers the entities listed. Trusts, SMSFs and additional entities or tax returns can be added for a separate fee, which we'll confirm before starting.
Is accounting software included?
No. Your Xero, MYOB or QuickBooks Online subscription is paid separately. We can help you choose and set it up.
Get in touch
Book your free consultation
Tell us about your business and your goals. We'll recommend the package that fits, with a fixed monthly fee before you commit.
- Visit466 King Georges Rd, Beverly Hills NSW 2209
- HoursMon–Fri 9:30am – 5:30pm · Sat–Sun closed
