What We Do
We specialise in customised financial solutions for healthcare professionals.
From tax planning to accounting and business structuring, we streamline your financial management so you can focus on patient care.
Accounting & Tax Packages
Accounting & Tax Package Tiers
Plan
START
($300/month)
GROWTH
($500/month)
SCALE
($1,000+/month+ pm)
BAS & IAS Lodgement
Tax Return & Financials
ASIC Compliance
Annual Tax Planning
CGT, FBT, Payroll Tax
1x Annual Tax Meeting
Dedicated Manager
General Advisory
Access to Specialists
3x Annual Meetings
Partner Mobile Access
Bookkeeping Packages
Ongoing support to streamline your finance function with clarity, accuracy & automation.
Plan
START
($400/month)
GROWTH
($700/month)
SCALE
($1,200+/month+ pm)
Bookkeeping Setup
(One-Time)
(One-Time)Valued at $500 includes: Chart of Accounts setup, Bank feed integration, Software transition
Core Monthly Services
Core Monthly Services
Core Monthly Services
Core Monthly Services
Bank & Credit Card Reconciliation
Chart of Accounts Maintenance
Invoicing Entry (AP/AR)
Allocate/Categorize Transactions
Digital Receipts Management
Advanced Financials
Advanced Financials
Advanced Financials
Advanced Financials
Monthly P&L + Balance Sheet
Aged Payables/Receivables Reports
Customised Financial Reports
BAS Preparation & Review
Payroll (Optional)
$25 employee per month
$25 employee per month
$25 employee per month
Payroll Setup & Processing
PAYG, Super, STP Compliance
Support & Strategy
Support & Strategy
Support & Strategy
Support & Strategy
Slack/Email Support
Quarterly Review Meeting
Assigned Bookkeeping Manager
Supplier Payments & Payables Mgmt
Sales & Receivables Tracking
Business Process Mapping
Full System Integration Setup
Ad-hoc Support & Strategic Bookkeeping
Direct Access to Senior Advisor
Business Advisory Packages
Clarity, Control & Growth through CFO-Led Strategic Advisory
Plan
ESSENTIALS
($1,500/month)
GROWTH
ADVISORY
($3,000/month)
EXECUTIVE
CFO
($6,000+/month+ pm)
Financial Clarity
Financial Clarity
Financial Clarity
Financial Clarity
Monthly Performance Reports
Budget vs Actual Tracking
Cash Flow Forecast
(12-week)
Rolling 12-Month Financial Forecast
KPI Dashboard (Custom Setup)
Cost & Margin Analysis
Advisory Meetings
Advisory Meetings
Advisory Meetings
Advisory Meetings
Monthly Advisory Meeting
Strategic Planning Quarterly
CFO Sprint Calls (as needed)
Board Pack & Presentation
Exit/Acquisition Planning
Growth Support
Growth Support
Growth Support
Growth Support
Pricing Strategy Review
Offer/Service Profitability Review
Team Efficiency Audit
Sales/Marketing ROI Review
Strategic Finance Function Build
Capital Structure/Wealth Sequencing
Add-Ons (Optional)
Access to: Capital Raise Support, Asset Structuring, Tax Entity Planning
Optional
Optional
Optional
More Services
Services tailored to your needs
Structuring & Compliance
ABN Registration
Pty Ltd Setup
Discretionary Trust + Trustee
SMSF with Trustee
Company/Trust Setup (incl. ASIC + ABN/GST)
ASIC Form & Minute Changes
Registered Office Service
Share/Unit Registry Maintenance - Incl. in ASIC Pack
Bookkeeping & Payroll Add-Ons
Year-End STP Finalisation
Payroll Tax Registration
WorkCover Management
Additional Payroll Setup
Advisory & Strategy
1:1 Structuring Consult
Software Training
Scenario Planning Session
Custom Dashboards
Grants & Registration
Job Action Plan
Small Biz Grant (NSW)
Trademark Registration
Business Name Registration
Design Advice
Other
Dividend Statements
Annual FBT Return
Local Director Services
Design Advice
Use icon grid for sections
Separate Compliance vs Strategic
Use soft gold text or icons for premium/high-value services
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