Big Ideas, Bigger Ambitions
Cloud-Based and Remote
Fast Responses, Always

Packages

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Find the Right Fit for Your Business!

Your Business, Your Goals, Your Perfect Fit

We get it, running a business is hard work, and your financials shouldn’t be another headache. That’s why we’ve designed our packages to suit where you’re at right now and where you want to go. Whether you need the essentials sorted or you’re ready to level up with big-picture strategy, we’ve got you covered.

Whether you’re after the essentials to stay on top of compliance or a full Virtual CFO experience to elevate your strategy, we’ve got you covered. Our “Good,” “Better,” “Best,” and “Bestest” packages offer the perfect mix of services to keep your business thriving.

We’re here to make life easier, clearer, and a whole lot less stressful, so you can focus on doing what you do best—building the business you’re proud of.

Need a hand figuring out the right fit? Let’s chat! We’re here to help you choose the package that feels just right for you and your goals.

Good
Package details
$400.00/ Month
Plus GST
ASIC
Support content on this inclusion if required for more context.
Yes
BAS / IAS
Sample Support content on this inclusion if required for more context.
Yes
Company/Trust Return & AGM
Yes
Monthly Masterclass
Yes
Community - Online
Yes
Quick Query Service
Yes
Monthly Bookkeeping
Optional
Tax Planning
Optional
Quarterly Accountant Meeting
Optional
Monthly Reports Aider
Optional
Budget & Float Cash Flow
Optional
Quarterly CEO Meeting
Optional
12 Month Strategy Plan
Optional
Better
Package details
$882.00/ Month
Plus GST
ASIC
Support content on this inclusion if required for more context.
Yes
BAS / IAS
Sample Support content on this inclusion if required for more context.
Yes
Company/Trust Return & AGM
Yes
Monthly Bookkeeping
Yes
Tax Planning
Yes
Monthly Reports Aider
Yes
Monthly Masterclass
Yes
Community - Online
Yes
Quick Query Service
Yes
Quarterly Accountant Meeting
Optional
Budget & Float Cash Flow
Optional
Quarterly CEO Meeting
Optional
12 Month Strategy Plan
Optional
Monthly Group Coaching / Peer Board Meeting
Optional
Best
Package details
$1,573.00/ Month
Plus GST
ASIC
Support content on this inclusion if required for more context.
Yes
BAS / IAS
Sample Support content on this inclusion if required for more context.
Yes
Company/Trust Return & AGM
Yes
Monthly Bookkeeping
Yes
Tax Planning
Yes
Quarterly Accountant Meeting
Yes
Monthly Reports Aider
Yes
Budget & Float Cash Flow
Yes
Monthly Masterclass
Yes
Community - Online
Yes
Quick Query Service
Yes
Quarterly CEO Meeting
Optional
12 Month Strategy Plan
Optional
Bestest
Package details
$2,718.00/ Month
Plus GST
ASIC
Support content on this inclusion if required for more context.
Yes
BAS / IAS
Sample Support content on this inclusion if required for more context.
Yes
Company/Trust Return & AGM
Yes
Monthly Bookkeeping
Yes
Tax Planning
Yes
Quarterly Accountant Meeting
Yes
Monthly Reports Aider
Yes
Budget & Float Cash Flow
Yes
Quarterly CEO Meeting
Yes
Access to Katie via text
Yes
12 Month Strategy Plan
Yes
Monthly Masterclass
Yes
Community - Online
Yes
Quick Query Service
Yes
Monthly CEO Meeting
Optional
Related FAQs
How do the tiers differ from each other?

Each tier builds upon the previous one by adding more comprehensive services:

  • Good: Includes ASIC compliance, BAS/IAS lodgments, and Company/Trust Return & AGM.
  • Better: Adds monthly bookkeeping and tax planning.
  • Best: Adds quarterly accountant meetings, monthly reports via Aider, and budget & cash flow management.
  • Bestest: Includes all the above, plus quarterly CEO meetings, text access to a consultant, a 12-month strategy plan, and exclusive resources like masterclasses and online community access.

Monthly reports and budgeting tools are provided starting from the “Best” tier through Aider, a digital platform for streamlined reporting and cash flow management.

The strategy plan, available in the “Bestest” tier, outlines actionable steps for growth, cash flow optimisation, and achieving key business objectives over the course of a year.

Optional group coaching sessions ($3,600 annually) provide peer support and collaborative problem-solving opportunities. Monthly CEO meetings ($18,000 annually) offer one-on-one personalised guidance for leadership and growth strategies.

Enquire about our package options

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