Most clients engage us on an ongoing advisory basis rather than for one-off compliance. Every engagement is scoped and quoted in writing before any work commences. Indicative figures are shown below; the final scope and fee is confirmed during the strategy call.
Most clients engage us on a monthly retainer. The retainer covers compliance, BAS, quarterly advisory reviews and year-round access to a senior accountant. One-off returns are available, however the value is delivered through the ongoing advisory relationship rather than the lodgement itself.
The standard arrangement for ongoing clients. One monthly fee covers compliance, BAS, quarterly reviews and year-round access to a senior accountant.
Discrete project work such as restructuring, transaction support, lending strategy or ATO review representation. Fixed fee, written scope and defined timeline.
Suitable for private clients with a defined annual return scope. Quoted in advance and held for the year.
Retainers are scoped to entity structure, transaction volume and advisory requirements. The figures below are typical starting points.
For trading companies and trusts engaging us for proactive advisory rather than annual-only compliance.
Full-service support for multi-entity groups requiring payroll, reporting, structuring and lending strategy in one engagement.
CFO-level oversight for larger operators requiring consolidation, board-ready reporting and strategic finance support.
Sole trader and smaller-entity retainers from $595 per month. A scoped fee proposal is provided on request.
Discrete projects, typically engaged where there is a specific decision in front of the client and we're asked to model it before any action is taken.
| Engagement | From |
|---|---|
| Business structuring and restructure advice | $2,950 |
| Property and lending strategy review | $2,450 |
| Pre-30-June tax planning (business or private client) | $1,950 |
| SMSF establishment and advisory setup | $2,450 |
| Transaction advisory (acquisitions, disposals, partnership changes) | $3,500+ |
| Xero setup or migration | $1,650 |
| Bookkeeping remediation (scoped following file review) | $1,950 |
| ATO audit and review representation | Quote on request |
Every return includes a tax optimisation review, compliance check, and identification of planning opportunities for the year ahead. Fees include ATO lodgement and a 15-minute follow-up call to walk through the result.
| Return type | From |
|---|---|
| Simple individual returns (salary & basic deductions) | $390 |
| Salary plus single rental property strategy | $690 |
| Multi-property investor returns (2 to 4 properties) | $1,150 |
| Investor returns (shares, managed funds, digital assets) | $890+ |
| Sole trader and contractor advisory returns | $990+ |
| High-income professional returns (PSI, multiple income sources) | $1,350+ |
| Complex private client returns (5+ properties, trusts, SMSF interests, CGT events) | Quote on request |
The accountant who scopes the engagement reviews and signs out every deliverable. No delegation through juniors.
Retainers include year-round access for ad-hoc questions and pre-decision sense-checks that other firms bill hourly.
Financial reporting is prepared with consideration for what it presents to a lender, not as a separate exercise.
Fees are quoted in writing before commencement. Scope changes are discussed and agreed before any further work proceeds.
Yes. Fees are scoped and agreed in writing before commencement. If additional work arises outside scope, for example an unanticipated ATO review, we'll discuss the revised scope and fee before continuing.
No. Fees reflect the seniority on each file and the depth of advice provided year-round. Where price is the primary consideration, another firm will likely be a better fit.
Yes, fixed-fee returns are listed above. Our real value, however, is delivered through the ongoing advisory relationship rather than the annual lodgement.
We review entity structure, transaction volume and advisory requirements during the strategy call, then issue a written fee proposal. Where the business sits between bands, the retainer is tailored.
Yes. We manage the ethical letter, collect the working papers and coordinate the ATO agent transition. In most cases the changeover is invisible to the client.
The Established and Enterprise retainers include lending strategy and structuring advice as part of the standard scope. The Growth retainer includes structural awareness in quarterly reviews; specific structuring projects are scoped separately.
A 20-minute call to scope the requirement and confirm the fee. A written proposal is returned within one business day. No obligation, no hourly clock.