More time to do what you do best
Business
Smart
Services
Proactive offer expert services to bolster the future of your business, wether you're a sole trader, trust, partnership or company. We free up your time so you can achieve professional goals.
Fixed
Price
Agreements
(FPA'S )
Our Fixed Price Agreements provide ongoing access to the accounting, tax, and business advice you; our client, need on a fixed-price basis. You are not inhibited from seeking timely advice by the fear of a clock running endlessly. Our services are designed around set prices, as opposed to hourly rates.
We aim to use our experience to help enhance your business’ future and achieve its business goals.
While the fixed price entitles you to the consultations and support as outlined in the agreements, if your question or issue requires additional research and analysis beyond the consultation, that work will be subject to an additional price negotiation before the service is to be performed, and a Change Order will be issued before delivery of the additional service, with payment terms agreed to in advance.
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Three separate packages are available and can be modified according to your needs or budget.
How
We
CanHelp
1
Preparation and lodgement of business tax returns and financial statements
2
Annual and Quarterly BAS lodgement
3
Preparation and lodgement of associated Personal Returns
4
Interims and Tax Projections
BUSINESS BASICS
Designed for those who are really just looking for help with the “compliance” work required to run a business, this package includes the September, December, March and June Business Activity Statements preparation and lodgment together with annual financial statements and income tax returns for all related entities. Support, planning and advice can be added as needed.
SUPPORT PLUS
This package builds on the business basics but adds the right level of meetings and support to suit your circumstances. The key focus is on tax projections and planning with a view to minimise tax in the context of maximising your wealth. Including priority support and fast tracking of lodgments on request, it will suit business owners who like the idea of knowing in advance where they are heading.
Quarterly Business Activity Statements
Monthly IAS's if applicable
Financial Statements for Trading Entities
Annual Tax Returns for all entities
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Priority turnaround BAS preparation - 21 days
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Fast track of lodging if required - 30th November
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Meetings & Phone/Zoom Appointments - Up to 4 per year
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Appointments made within 2 days
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Phone/Email support - Up to 10 per year
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Calls/emails returned within 24 hrs
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Interim projections and tax planning - December / March
GROWTH UNLIMITED
If you like the idea of unlimited support and advice as well as planning and projections with every BAS (even monthly if required) then one of our Growth Unlimited packages may be what you are looking for. Offered to only a handful of businesses, you enjoy high priority service, fast turnaround whenever required and in depth business monitoring to grow your business and long term wealth.
Quarterly Business Activity Statements
Monthly IAS's if applicable
Financial Statements for Trading Entities
Annual Tax Returns for all entities
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Priority turnaround BAS preparation - 10 days
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Fast track of lodging if required - 30th September
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Meetings & Phone/Zoom Appointments - Unlimited
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Appointments made within same day
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Phone/Email support - Unlimited
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Calls/emails returned within 1 hr
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Interim projections and tax planning - every quarter
Other Business Services We Offer
+ Business and Financial advice
+ Partnership, Trust and Company set up
+ Business Planning
