Packages
What's included, by structure.
Every Accounting Plus package is built around the same core: your Xero subscription, monthly profit-and-loss and margin analysis, and three planning calls a year. What changes is the compliance work your structure actually needs.
| Structure | What's included | Next step |
|---|---|---|
| Sole trader | Monthly Xero subscription, monthly P&L and margin analysis, three planning calls a year, BAS where required | Get a tailored quote |
| Partnership | Same inclusions, sized for a partnership return and allocation statements | Get a tailored quote |
| Family or discretionary trust | Same inclusions, sized for trust distribution and compliance work | Get a tailored quote |
| Unit trust | Same inclusions, sized for unit trust reporting | Get a tailored quote |
| Pty Ltd company | Same inclusions, plus company financial statements and ASIC administration | Get a tailored quote |
| Trust with corporate trustee | Same inclusions, plus corporate trustee compliance | Get a tailored quote |
| Company, trust and corporate trustee group | Same inclusions across the group structure | Get a tailored quote |
| SMSF | Monthly Xero subscription where applicable, annual accounts and return, audit coordination, planning calls | Get a tailored quote |
Additional work
Named, not priced. Anything in this list is approved in writing before it starts.
- Historical bookkeeping clean-up
- Extra entities or bank accounts
- Monthly BAS instead of quarterly
- Payroll above the included allowance
- Complex SMSF work, FBT, Division 7A outside standard scope
- Urgent or overdue work
- Business sales and purchases, finance applications
- Extra meetings beyond the three included calls
- Personal returns for directors or family members
The fine print
Every Accounting Plus package includes the monthly Xero subscription, three 30-minute planning calls a year, and monthly profit-and-loss and margin analysis. Final scope and fees are confirmed in your written proposal before any work begins. Bookkeeping is optional and quoted separately.