Packages

3 steps to Engaging us

EQUUS

Step

1

Choose your package

Choose a package for your business or investment entity that suits your core compliance and advice needs.

Step

2

Customise your package

Want to add or subtract things like add-on software, additional compliance or advisory services? We can tailor our services to meet your specific requirements in discussion with you. Submit your enquiry and we will be in contact shortly to clarify your requirements with you. We then meet to discuss your requirements.

Step

3

Finalise the agreement

After examining your specific requirements and mutually agreeing on the scope of work and services to be provided, actual costs will be agreed with you. Engagement documentation is electronically distributed and e-signed to allow us to get to work quicker for you.

 

 

No business owner likes surprises. And no business owner wants to see a large lump sum bill from their accountant at the end of the year. We know this, so we’ve created monthly packages for you to choose from. Our packages cover the ‘compliance’ basics with a little extra but we understand you may want us to take control of some other things. Different businesses have different needs. Get in touch by phone, email or submit a request below to discuss which package is best suited to you and your business.

 

 

Our Accounting Packages start from $200 per month and are developed to suit your needs

 

If none of our packages are a perfect fit for your needs, please contact us to discuss customising something more suitable to you.

Choose Package
  • Accounting + Tax
  • Xero Setup & Support
  • Bookkeeping
  • Self Managed Super Funds (SMSF)
  • Wealth Management

Start

Perfect for:

A sole trader or start-up who needs to get things going and an accountant on standby.
 

1 Hour KickStart Meeting

Xero Subscription (Standard)

Annual Financial Statements

Business Tax Return

Business & Tax Support - telephone & email
Enquire Now

Grow

Perfect for:

A business with a few years history, a stable structure in place and wants to build. You want to understand the numbers and know things are under control.
Start Plus:

Receipt Bank Subscription

Quarterly BAS Review and Lodgement

Quarterly Management Report

Quarterly Business Performance Meetings

Annual Payroll

Annual Tax Planning

Company ASIC Compliance Management (Basic)
Enquire Now

Conquer

Perfect for:

A pioneer where none of the other packages fit. You are a medium sized business, have a large group of entities, complex tax situations and need Strategic Planning, Goal Setting and KPI Development to take on the world.
Succeed Plus:

Annual Budgets & Cash Flow Forecasting

KPI Development & Goal Setting

Annual Strategic Planning

Groups of entities (Companies & Trusts)

Complex Tax: R&D Tax Incentive and Payroll Tax

Bookkeeping Packages

Business Valuations

Due Diligence

Mergers & Acquisitions

Investment / Divestment Support

Capital Raising
Enquire Now

 

 

 


Xero Setup

Perfect for:

Setting up Xero from scratch
 

Complete setup of Xero including the following:

Setup bank accounts and feeds

Custom Chart of Accounts

Setup tracking categories

Customise dashboard

Branded invoice template

Setup payroll - $55 per employee additional

Issue logins for your team

Undertake group training for your team at our office (2 hours max)
Enquire Now

Convert to Xero

Perfect for:

Moving from MYOB to Xero
 

MYOB to Xero
Enquire Now

Add-on Setup

Perfect for:

Wanting to optimise your processes and get the most out of your Xero cloud accounting software.
 

Receipt Bank

WorkflowMax

Vend

Debtor Daddy

Unleashed
Enquire Now

Support & Training

Perfect for:

Wanting to have peace and mind that your Xero software is running at its best and your team has the support to drive it.
 

Post Setup Support

Monthly Support

One-off Training
Enquire Now

 

 

 


One-off

Perfect for:

Getting back on track with your bookkeeping.
 

bookkeeper charged per hour

$110 per hour
Enquire Now

Small

Perfect for:

Small businesses, Sole traders, investment trusts and low-transaction based business.
 

Up to 75 Transactions per month

$330 per month

Payroll $11 per payslip per month
Enquire Now

Large

Perfect for:

Medium to large businesses with employees, requiring up to date Accounts Payable and Accounts Receivable reporting.
 

Up to 300 Transactions per month

$990 per month

Payroll $11 per payslip per month
Enquire Now

 

 

 


Accumulator

Perfect for:

SMSF in Accumulation phase - Accumulating wealth. Actively investing. Not paying pensions to members.
 

Annual Financial Statements

Tax Return

Annual Audit

Annual Investment Strategy Review

Business & Tax Support - telephone & email
Enquire Now

Pension

Perfect for:

SMSF in Pension phase - paying pensions to at least one member with some investment activity.
 

Annual Financial Statements

Tax Return

Annual Audit

Annual Investment Strategy Review

Actuary Certificate

Annual Pension Documentation

Business & Tax Support - telephone & email
Enquire Now

 

 

 


Achieve

Perfect for:

Couples who have just started a family.


 

Face to Face meeting with a Principal Wealth Adviser

Personal & Investment cash flow management

Establishment and managmenet of appropriate superannuation vehicle

Review of personal insurance requirements to minimise financial risk

Investment Recommendations suitable to your specific needs

Half Yearly Financial Reivew

Support & Communication 24/7

Quarterly Wealth Snapshot

Quarterly Portfolio Summary & Performance

Regular Investment Market Updates & Financial Strategies
Enquire Now

Master

Perfect for:

Busy Time Poor Mums and Dads who are looking to get ahead of the pack.
Excel Plus:

Asset Protection Strategies

Financial Coaching in all areas of your business & personal life

Monthly Telephone call with an Adviser

Project Strategy Management

Access to our Network of Professional Advisers
Enquire Now

 

 

 


Equus Partners - Proposal Request

Thank you

Thank you for your enquiry. We’ll be in touch soon.

Equus Partners