Package 1

Governance & Compliance

Our Governance & Compliance package is designed for businesses looking to establish strong governance practices, maintain compliance, and mitigate risks. Services included in this package:

Strategic Plan

We help you develop a strategic plan that aligns with your long-term goals and vision, providing a roadmap for the future.

Business Health Check

We provide an initial assessment of your business's overall health, reviewing profitability, cashflow and compliance history.

Structure And Organizational Charting

Assistance in creating or optimizing organizational structures for efficient decision-making and accountability.

Development Of Management Reporting Framework

Building a framework for management reporting to provide insights into your business's performance.

Budgeting And Forecasting

Creating budgets and forecasts to guide your financial decisions and future planning.

Monthly / Quarterly Management Meetings

Conducting monthly or quarterly meetings to review progress, discuss strategies, and address any issues to ensure your business stays on the right path.

In addition, this package includes all statutory reporting and compliance, including:

Preparation of Financial Statements

We prepare accurate and compliant financial statements to provide a clear overview of your business's financial position.

Preparation and Lodgement of Income Tax Returns

We handle the preparation and lodgement of your income tax returns, ensuring compliance with tax regulations.

Lodgement of Monthly / Quarterly BAS/IAS

We manage the lodgement of your Business Activity Statements (BAS) or Instalment Activity Statements (IAS) to meet your GST and PAYG withholding obligations.

All ASIC Corporate Compliance

We take care of all ASIC corporate compliance requirements, ensuring your business adheres to the necessary regulations.

Tax Planning Meeting

You'll have a tax planning meeting to strategically plan for your tax obligations and identify potential tax-saving opportunities.

These finance meetings are designed to keep you informed, ensure that your financial processes are well-organized, and provide you with the insights needed to make informed financial decisions. We work closely with you to address any concerns, make necessary adjustments, and keep your business’s financial heartbeat steady. Your success is our priority, and our finance meetings are a key part of our commitment to helping you excel in your business endeavours.

These two packages are designed to work independently or in conjunction with each other.