Business Services
Fixed Price Agreemtns
(FPA'S )
What is an FPA?
An FPA provides ongoing access to accounting, tax, and business advice and services you need on a fixed-priced monthly or quarterly basis.
What is the bounus of having an FPA?
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.
So no extra cost?
While the an FPA entitles you to the consultations and support as outlined in the agreement, if you have questions or have issues that require additional research and analysis beyond what is outlined on the agreement, that work will be subject to an additional price.
A change order Invoice will be issued before delivery of the additional service with payment terms agreed to in advance.
What We Offer
1
Preparation and lodgement of business tax returns and financial statements
2
Annual or Quarterly
Business Activity Statement lodgements
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
Priority turnaround BAS preparation - 21 days
Fast track of lodging if required - 30th November
Meetings & Phone/Zoom Appointments - Up to 4 per year
Appointments made within 2 days
Phone/Email support - Up to 10 per year
Calls/emails returned within 24 hrs
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
Priority turnaround BAS preparation - 10 days
Fast track of lodging if required - 30th September
Meetings & Phone/Zoom Appointments - Unlimited
Appointments made within same day
Phone/Email support - Unlimited
Calls/emails returned within 1 hr
Interim projections and tax planning - every quarter
Other Business Services We Offer
+ Business and Financial advice
+ Partnership, Trust and Company set up
+ Business Planning
Proactive offers expert services to bolster the future of your business, whether you're a sole trader, trust, partnership or company. We free up your time so you can achieve professional goals.