Year-end, tax and compliance done properly — plus reports that tell you what the numbers mean and what to do next. One named accountant who knows your business.
No lock-in · Fixed, written scope · One named person
What's in the box
Compliance handled. Decisions clearer.
Year-end financial statements prepared
Business and individual tax returns
Company, trust and partnership compliance
Management reports in plain English
Tax planning before 30 June, not after
Scope confirmed in writing after a 15-min chat. Indicative, ex GST.
What we handle
Built on clean books — ours or yours — so year-end is a formality, not a scramble.
01
Profit and loss, balance sheet and the adjustments that make them right — ready for the bank or the board.
02
Company, trust, partnership and individual returns prepared and lodged, with the reasoning explained.
03
A pre-30 June review of where you'll land, so there are options — not just a bill.
04
Company and trust admin, ASIC annual reviews and registrations kept on track.
05
Monthly or quarterly reports that show margin, cash and trends — and what to do about them.
06
A simple forecast you can use to plan hiring, pricing and the next big purchase.
How it works
01
We look at your books, structure and last lodgements to see where things stand.
02
A written scope, the key dates and anything worth fixing before it costs you.
03
Accounts prepared, returns lodged and a plain-English walk-through of the result.
Is this you?
You only hear from your accountant once a year
You're not sure your structure still fits the business
Tax time always lands as a surprise
You want reports that help you decide, not just comply
No problem. We'll scope a bookkeeping catch-up first, then the accounting runs on clean numbers. Same team, one conversation.
Ready when you are
Bring last year's return and your questions. We'll show you what a fixed-fee scope looks like for your structure.