Accounting and Business Advisory Packages
For ultimate peace of mind
Accounting and business advisory aligned for better business growth
Business strategy and finances go hand in hand. One informs the other, and when they’re aligned, growth skyrockets.
Our accounting and business advisory packages bring strategy and numbers into sync. Financial reporting, tax planning, compliance and advisory are all considered together, so you’re not making decisions in the dark or relying on hindsight.
From essentials-only compliance through to strategic, CFO-level advisory, our packages give you clarity, confidence and a stronger sense of control as you move your business forward.
Brisbane accounting and business advisory packages for every stage of growth
Our packages are structured to support sole traders, growing SMEs and established business groups. Each tier builds on the last, adding advisory depth as your needs evolve.

The Essentials Package
From $300/month
Ideal for new businesses and Sole Traders
The Essentials Package covers the core compliance and reporting requirements every business needs, delivered accurately and on time.
- Annual Meeting
- Financial Statements
- Tax Returns
- BAS
- ASIC

The Proactive Package
From $500/month
Most popular for growing Brisbane SMEs
The Proactive Package includes all Essentials services PLUS business advisory to help you stay on track as cash flow, staffing and decision-making become more complex.
- Everything from the Essentials Package
- Business-On-Track
- Payroll Year End Finalisation
- Taxable Payments Annual Report (TPAR)
- Tax Planning
- General Support

The Strategic Package
Price upon application
For the established business and group structures
The Strategic Package includes all Essentials and Proactive services PLUS deeper financial oversight, high-level accounting and CFO-style advisory.
- Everything from the Essentials and Proactive Package
- Management Meetings
- Management Reports
- Xero Coding Support
- Xero Payroll Support
- FBT
- QBCC
The Essentials Package
From $300/month
Ideal for new businesses and Sole Traders
The Essentials Package covers the core compliance and reporting requirements every business needs, delivered accurately and on time.
- Annual Meeting
- Financial Statements
- Tax Returns
- BAS
- ASIC
The Proactive Package
From $500/month
Most popular for growing Brisbane SMEs
The Proactive Package includes all Essentials services PLUS business advisory to help you stay on track as cash flow, staffing and decision-making become more complex.
- Everything from the Essentials Package
- Business-On-Track
- Payroll Year End Finalisation
- Taxable Payments Annual Report (TPAR)
- Tax Planning
- General Support
The Strategic Package
Price upon application
For the established business and group structures
The Strategic Package includes all Essentials and Proactive services PLUS deeper financial oversight, high-level accounting and CFO-style advisory.
- Everything from the Essentials and Proactive Package
- Management Meetings
- Management Reports
- Xero Coding Support
- Xero Payroll Support
- FBT
- QBCC
The Benefits of a Package Approach vs Standalone Services
Many businesses use a mix of accounting and business advisory services, depending on their needs at the time, and standalone services can be very effective when used in the right context.
A packaged accounting and business advisory approach simply brings those services together in a coordinated way. Rather than engaging us for individual services as the need arises, many clients prefer a packaged arrangement that sets clear expectations around scope, timing and support across the year.
When accounting and business advisory sit together under one agreed scope, they are handled with shared context. The same team sees your numbers throughout the year, understands your structure and anticipates what’s coming next, rather than reacting after the fact which means better decisions and more growth.
Getting started is easy
1.
Free 15-minute discovery call
We get to know you, your structure and how your business works. We confirm the right package for your current stage and goals.
2.
Onboarding
You’ll complete a quick online form and grant us access to your client portal and accounting software.
3.
Implementation & support
We handle setup, registrations, and coordination. You’ll hear from us when action is required, with clear next steps and timelines.
Bringing you closer to your goals
Big firm services, small business heart
We bring the experience and techniques and systems of a bigger firm, with warmth, honesty, and partnership of a local business that wants to see others succeed.
Proactive
Stay one step ahead without lifting a finger. We ask the right questions before problems show up, and solve them before they slow you down.
Value-packed
Our offerings are packed with meaningful support to bring you closer to your goals, faster.
Year-round Partnership
We don’t clock in for tax season and disappear. We’re here year-round, ready to answer questions, talk strategy, and bring your aspirations to life.
Curious, Always
We always have our ear to the ground for new tech, tools, or systems, so we can bring our clients the best available options.
Partnerships and affiliations
As a Xero Gold Partner and certified CA Firm, we bring enterprise-level expertise to Brisbane businesses. Our certifications include:
What it’s like when you’re on top of your books
Help you move forward
Accounting & business tips
Accounting and business advisory packages to keep your business in financial rhythm
Step into clearer decisions and a steadier way of growing your business with our integrated packages. Speak to our team to find the right level of support that fits your business now and continues to what you’re building next.
Accounting and business advisory package FAQs
Which package is right for me?
This depends on your business size, complexity, and growth plans. We’ll guide you during the obligation-free discovery call.
Can I upgrade my package later?
Yes. Our packages are designed to scale as your business grows.
Is advisory included year-round?
Advisory support increases as you move up package tiers, with regular touchpoints built in.
