Xero Foundations Build
Perfect for: Businesses setting up Xero properly, switching systems, or finally cleaning up the financial foundations before things get more chaotic.
*This package does not include ongoing Bookkeeping or BAS Agent Services.*
WHAT YOU'LL GET:
- Xero file setup or structure review
- Chart of accounts setup or tidy-up
- GST settings check
- Bank feed connection support
- Invoice and quote template setup
- Email-to-Xero setup
- Receipt capture workflow
- Basic bank rules
- Payment terms setup
- Tracking categories where relevant
- Simple handover checklist
- 20-minute walkthrough call
- 5 days post-setup support
Investment:
Pricing is tailored to your business. Book a free discovery call to find out what's right for you.
The Base
Perfect for: Small trade and service businesses that want clean books, BAS handled properly, and less admin stress without needing full payroll or deeper monthly reporting yet.
WHAT YOU'LL GET:
- Monthly bank reconciliations
- Transaction coding and categorisation
- Receipt capture workflow
- Basic bank rules
- Quarterly BAS/IAS preparation and lodgement, where applicable
- GST coding checks
- Quarterly income and expense summary
- Xero file hygiene checks
- Email support, fair use
- Accountant-ready EOFY file support
- Simple quarterly “what matters” summary
For when the books need to be clean, compliant and off your plate.
Investment: Pricing is tailored to your business. Book a free discovery call to find out what's right for you.
The Core
Perfect for: Growing trade and service businesses with staff, regular transactions, BAS pressure, payroll admin, and a strong desire to stop guessing where the money went.
WHAT YOU'LL GET:
- Monthly bookkeeping and reconciliations
- BAS/IAS preparation and lodgement, where applicable
- Payroll support and STP processing
- Super and payroll records support
- Receipt and bill workflow setup
- Bank rules and Xero file hygiene
- Supplier bill visibility
- Debtor snapshot
- Monthly money snapshot
- GST/PAYG visibility
- Cashflow check-in
- Red flags and recommended next actions
- Email support, fair use
Investment: Pricing is tailored to your business. Book a free discovery call to find out what's right for you.
The Edge
Perfect for: Higher-level bookkeeping, reporting and operational finance support for businesses that need stronger visibility, cleaner systems and more structured financial oversight.
WHAT YOU'LL GET:
- Everything in The Core, plus:
- More detailed monthly reporting
- Cashflow movement commentary
- Profit and expense trend review
- Debtor and creditor visibility
- Payroll and super red flag review
- KPI dashboard support
- Job or income stream tracking support, where relevant
- Supplier workflow improvements
- Quarterly financial review session
- Priority email support
- Clear action list after each review
Scope note:
For award interpretation, HR advice, tax planning, legal advice or financial product advice, I will recommend the right specialist.
Investment: Pricing is tailored to your business. Book a free discovery call to find out what's right for you.
The Fix - Rescue work
Perfect for: Businesses that have fallen behind, changed bookkeepers, ignored Xero for a while, or know something is off but do not know where to start.
THIS MAY INCLUDE:
- Backlog clean-up
- Reconciliation catch-up
- Incorrect coding fixes
- GST coding review
- BAS amendment support where appropriate
- Payroll/super red flag review
- ATO balance visibility
- Xero file repair
- “What needs fixing first” summary
No shame. No lecture. Just clean books and a clear plan.
Investment: $150/hr + GST
Or Quoted upfront after review
Optional Upgrades
Upgrades are quoted based on scope, system complexity and transaction volume.
Payroll & Team Systems
Payroll setup, employee onboarding, payroll compliance health check, super and STP review.
Xero Optimisation
Xero health check, file clean-up, chart of accounts refresh, workflow setup.
Cashflow & Profit Clarity
Monthly money check, cashflow forecast, Profit vs Cash Review, BAS forecast check.
Job Costing & Operational Systems
Job tracking setup, job margin review, supplier workflow setup.
Business Performance Oversight
KPI dashboard, quarterly review session, annual financial performance review.