Features
- Budgeting Management
- Financial Goal Setting
- Debt Management
- Cash Flow Management
- Goal Progress Tracking
- Tailored Support
- Q&A Support
Choose Your Plan
We offer a range of pricing and package options to suit the needs of our diverse clientele. While our base pricing is fixed, we understand that every business or individual has unique financial requirements. Therefore, we offer the option of a personalised quote to ensure that our services meet your specific needs and budget. If you have any questions or would like to request a customised quote, please don’t hesitate to contact us.
About
Please note that the prices listed on this page are not definitive. As stated, we understand that every business and individual has unique financial requirements. As such, the prices listed on this page may vary depending on your personal circumstances and business needs. If you feel that your specific needs or circumstances may affect the pricing of our services, please don’t hesitate to contact a team member. After a detailed analysis and consultation with you, we will provide an updated price quote that takes into account your unique situation and budget.
Pricing Plans
Basic Bookkeeping Package
- Excel management spreadsheet
- Consultation when needed
- Setting up and maintaining general ledgers
- Bank/credit card reconciling (up-to 50 transactions p/m)
- Accounts payable and accounts receivable management
- Preparing financial statements
Small Business Support Package
- Everything listed in Basic Bookkeeping Package
- Consultation when needed
- Xero File setup (substituting excel)
- Bank/credit card reconciling (up-to 300 transactions p/m)
- Payroll processing
- Budgeting and forecasting
- Strategic planning support
Financial Planning Package
- Creating custom budget template (Designed for your needs)
- Budgeting and cash flow management
- Setting financial goals and developing a plan
- Risk management
FAQ
Can I switch between packages if my needs change?
Yes, you can switch between packages as your needs evolve. We understand that business and personal financial requirements can change over time, and we aim to provide flexible solutions that can adapt with you. If you find that a different package better suits your current situation, simply get in touch with us to discuss the transition.
Are there any additional fees I should be aware of?
The prices listed for our packages are comprehensive, covering all the services detailed. However, specific needs beyond these services might incur additional costs. We value transparency, so any potential extra fees will be clearly communicated and discussed during our initial consultation and before any additional services are provided.
How does the consultation process work for the Financial Planning Package?
The Financial Planning Package includes a one-time consultation where we discuss your financial goals, needs, and the structure of your custom budget template. During this consultation, we’ll also outline the steps for budgeting, cash flow management, and setting your financial goals. This process ensures that the package you receive is perfectly tailored to your requirements.
What happens if I exceed the transaction limit in my bookkeeping package?
Should you exceed the transaction limit in your package, we will first inform you that you’ve reached your limit. Any additional transactions beyond this limit will be charged at $0.50 each. We’ll notify you to discuss the best way forward, ensuring you’re aware of any additional costs and can decide how you’d like to proceed. If the standard packages no longer fit your needs, we can always discuss creating a package specially designed for you. Please get in contact with us to explore your options.