Fixed Price Monthly Plans to Help you Build a Great Business
Join many other growing businesses who trust Finness Advisory to get their finances right.
We’ll schedule in a free 30 minute discovery call to create the perfect plan for you.
Platinum
From2200 / month
Ideal for high growth businesses looking for a quasi-CFO in their back pocket and rapid support.
LET'S CONNECT| Accounting & Tax Services | |
|---|---|
| Year-end financial statements | |
| Implementation of a Paperless Accounting Process | |
| Business Tax Return | |
| Personal Tax Returns for Family Group | Unlimited returns |
| Tax Reduction Strategy Meeting | Quarterly |
| Growth Services | |
| Set up of the "5 Step Profit Improvement Plan" Meeting | |
| Review of Financials Check-in | Meeting / Monthly |
| Xero Management Reports + Performance Dashboard | Monthly |
| Cash Flow Forecasting + "what-if scenarios" | Monthly |
| Budget Services (incl. Budget vs. Actual Analysis) | Monthly |
| Growth Metrics Custom Live Dashboard | |
| World Class Support & Other Services | |
| Dedicated Accountant - Emails and Phonecalls | Unlimited |
| Response time | Priority same business day |
| Collaboration with your Bookkeeper | |
| ASIC Secretarial Services & Registered Office Address | |
| Audit Shield Insurance | |
| Xero Set Up | Custom Quote |
| Technology Included | |
| Futrli Cashflow Reporting | |
| Current Pricing (Excl. GST) | From 2200 / Month |
Growth
From795 / month
Ideal for businesses that are scaling and need help to take their business to the next level.
LET'S CONNECT| Accounting & Tax Services | |
|---|---|
| Year-end financial statements | |
| Implementation of a Paperless Accounting Process | |
| Business Tax Return | |
| Personal Tax Returns for Family Group | Up to 4 returns per annum |
| Tax Reduction Strategy Meeting | Bi-Annually |
| Growth Services | |
| Set up of the "5 Step Profit Improvement Plan" Meeting | |
| Review of Financials Check-in | Video Recording / Quarterly |
| Xero Management Reports + Performance Dashboard | Quarterly |
| Cash Flow Forecasting + "what-if scenarios" | Annually |
| Budget Services (incl. Budget vs. Actual Analysis) | Annually |
| Growth Metrics Custom Live Dashboard | |
| World Class Support & Other Services | |
| Dedicated Accountant - Emails and Phonecalls | Up to 5 Calls and 5 Emails / Monthly |
| Response time | 1-2 business days |
| Collaboration with your Bookkeeper | |
| ASIC Secretarial Services & Registered Office Address | |
| Audit Shield Insurance | |
| Xero Set Up | Custom Quote |
| Technology Included | |
| Futrli Cashflow Reporting | |
| Current Pricing (Excl. GST) | From 795 / Month |
Essential
From475 / month
Ideal for businesses just starting out and looking for the essentials
LET'S CONNECT| Accounting & Tax Services | |
|---|---|
| Year-end financial statements | |
| Implementation of a Paperless Accounting Process | |
| Business Tax Return | |
| Personal Tax Returns for Family Group | Up to 2 returns per annum |
| Tax Reduction Strategy Meeting | Annually |
| Growth Services | |
| Set up of the "5 Step Profit Improvement Plan" Meeting | |
| Review of Financials Check-in | Video Recording / Annually |
| Xero Management Reports + Performance Dashboard | |
| Cash Flow Forecasting + "what-if scenarios" | |
| Budget Services (incl. Budget vs. Actual Analysis) | |
| Growth Metrics Custom Live Dashboard | |
| World Class Support & Other Services | |
| Dedicated Accountant - Emails and Phonecalls | 1 Call and 2 Emails / Monthly |
| Response time | 4-5 business days |
| Collaboration with your Bookkeeper | |
| ASIC Secretarial Services & Registered Office Address | |
| Audit Shield Insurance | |
| Xero Set Up | Custom Quote |
| Technology Included | |
| Futrli Cashflow Reporting | |
| Current Pricing (Excl. GST) | From 475 / Month |
Platinum
From
2200 / month Ideal for high growth businesses looking for a quasi-CFO in their back pocket and rapid support. LET'S CONNECT |
Growth
From
795 / month Ideal for businesses that are scaling and need help to take their business to the next level. LET'S CONNECT |
Essential
From
475 / month Ideal for businesses just starting out and looking for the essentials LET'S CONNECT |
|---|
| Accounting & Tax Services | |||
|---|---|---|---|
| Year-end financial statements | |||
| Implementation of a Paperless Accounting Process | |||
| Business Tax Return | |||
| Personal Tax Returns for Family Group | Unlimited returns | Up to 4 returns per annum | Up to 2 returns per annum |
| Tax Reduction Strategy Meeting | Quarterly | Bi-Annually | Annually |
| Growth Services | |||
| Set up of the "5 Step Profit Improvement Plan" Meeting | |||
| Review of Financials Check-in | Meeting / Monthly | Video Recording / Quarterly | Video Recording / Annually |
| Xero Management Reports + Performance Dashboard | Monthly | Quarterly | |
| Cash Flow Forecasting + "what-if scenarios" | Monthly | Annually | |
| Budget Services (incl. Budget vs. Actual Analysis) | Monthly | Annually | |
| Growth Metrics Custom Live Dashboard | |||
| World Class Support & Other Services | |||
| Dedicated Accountant - Emails and Phonecalls | Unlimited | Up to 5 Calls and 5 Emails / Monthly | 1 Call and 2 Emails / Monthly |
| Response time | Priority same business day | 1-2 business days | 4-5 business days |
| Collaboration with your Bookkeeper | |||
| ASIC Secretarial Services & Registered Office Address | |||
| Audit Shield Insurance | |||
| Xero Set Up | Custom Quote | Custom Quote | Custom Quote |
| Technology Included | |||
| Futrli Cashflow Reporting | |||
| Current Pricing (Excl. GST) | From 2200 / Month |
From 795 / Month |
From 475 / Month |
| LET'S CONNECT | LET'S CONNECT | LET'S CONNECT |
Self-Managed Super Funds from 198 / Month
Can’t find anything suited to your business needs?
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