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)

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

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Succeed

Perfect for:

A fast growing Business. You need guidance from an external partner who provides a no-nonsense approach to getting things done, simplifies the complex and directs you through the expansion phase.
Grow Plus:
Business Performance Dashboard
Monthly BAS Review and lodgement
Monthly Management Report
Monthly Business Performance Meetings
FBT Return
Company ASIC Compliance Management (Premium)
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

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Medium

Perfect for:

Established businesses with employees, requiring up to date Accounts Payable and Accounts Receivable reporting.
 
Up to 150 Transactions per month
$550 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

 

 

 

Equus Partners - Proposal Request

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Thank you

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

Equus Partners

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