Xero Foundations Build
Perfect for: Businesses switching to Xero or setting it up for the first time. If you’re ready for a clean, organised system that reflects how your business truly operates, this is your starting point.
Inclusions:
- Full Xero file setup
- Tailored chart of accounts
- Correct GST/No-GST configuration
- Bank feed connection
- Custom branded invoice + quote templates
- Email-to-Xero setup
- Creation of 5 custom bank rules
- Mobile receipt capture setup
- Default payment terms
- Tracking categories (if relevant)
Training + Support:
- Personalised video walkthrough of your Xero file
- “How to do your monthly bookkeeping” checklist
- 20‑minute 1:1 walkthrough call
- 5 days of post‑setup support
Investment:
From $497 (ex GST) one-off
*This package does not include ongoing Bookkeeping or BAS Agent Services.*
The Base
Perfect for: For small businesses earning up to $75k.
Simple, reliable monthly bookkeeping for early-stage businesses wanting clean records and calm clarity, without a full bookkeeping package.
Inclusions:
- Monthly bank reconciliations (low transaction volume)
- Monthly categorisation of income + expenses
- Basic bank rules created as needed
- Receipt capture tool setup (Hubdoc)
- Quarterly BAS/IAS preparation + lodgement (if registered)
- Quarterly GST threshold monitoring
- Quarterly income & expense summary
- Quarterly cashflow snapshot
- Email support (fair use — questions answered simply + clearly)
- Annual accountant-ready EOFY pack
- Supplier & invoice reminders (light-touch automation)
- Ongoing Xero file hygiene checks
Investment: From $197(ex GST)/month ongoing.
The Core
Perfect for: Small businesses earning $75k–$300k who want consistent, clean bookkeeping and payroll support, and the clarity to make confident decisions as they grow.
Inclusions:
- Monthly reconciliations
- Monthly income + expense summary
- GST accuracy checks
- BAS or IAS preparation + lodgement
- STP + EOFY finalisation
- Admin + receipt automation setup
- Bank rules + invoice reminders
- Quarterly business mini‑review
- Payroll for 1–4 staff (simple pay structures)
- Email support (fair use)
- ATO correspondence management
Quarterly business mini-review Covers:
- Cashflow overview
- Spending patterns
- Redflags + recommended fixes
Investment: From $497(ex GST)/month ongoing.
The Edge - Tier 1
Perfect for: Established businesses earning $300k–$700k or managing 5–10 staff who need clean systems, payroll stability, and reliable cashflow structure. This package is ideal if you want predictable finances, compliant payroll, and full monthly clarity without managing the backend yourself.
Inclusions:
- Everything in The Core, plus:
- Weekly cashflow allocations
- Wage, super + BAS forecasting
- Cashflow buckets + structure
- Payroll processing for up to 10 staff
- Leave + entitlements management
- Bank rules + supplier workflows
- Automated invoice reminders
- Monthly management report
- Monthly profit snapshot
- Monthly KPI overview
Investment: From $1,497(ex GST)/month ongoing.
The Edge - Tier 2
Perfect for: Established businesses earning $700k–$1.8M or managing 10–15 staff who need deeper financial insight, stronger profitability, and tighter operational control. Ideal for owners who want to understand their numbers on a CEO level, not just keep the books clean.
Inclusions:
- Everything in Tier 1, plus:
- Profit per income stream breakdown
- Margin analysis + recommendations
- Custom KPI dashboard setup
- Monthly CEO insights call
- Stock & supplier workflow systems
- Advanced cashflow commentary
- Identification of profit leaks
- Pricing guidance based on performance
Investment: From $2,497(ex GST)/month ongoing .
The Edge - Tier 3
Perfect for: Perfect for established businesses earning $700k–$1.8M or managing 10–15 staff who need deeper financial insight, stronger profitability, and tighter operational control. Ideal for owners who want to understand their numbers on a CFO level, not just keep the books clean.
Inclusions:
- Everything in The Core - Tier 2, plus:
- Profit forecasting models
- Wage, tax + seasonality planning
- Cashflow scenario modelling
- Award-level employee mapping
- Payroll compliance audits
- Monthly CFO strategy session
- Priority email + message support
- Support with team wage structure planning
Investment: From $3,497(ex GST)/month ongoing.
The Fix - Clean up work
Perfect for: Businesses needing file repair, catch-up work or historical corrections:
This applies to:
- Backlog cleanup
- Incorrect coding
- Fixing old BAS errors
- Repairing messy Xero files
Investment: $150/hr (ex GST)
Quotes are transparent and shared upfront before work begins.
Add on menu
Optional upgrades to customise your support and elevate your financial clarity. All prices below are exclusive GST.
Payroll & Team
- Additional Employee on payroll - from $20 per employee/per pay run
- New Employee set up - $120 per employee
- Annual Payroll Compliance Review - $497
- Award-level mapping - From $397
Xero Systems & File Upgrades
- Xero Health Check (with fixes) - $297
- Annual Xero File Audit - $397
- Custom Chart of Accounts Refresh - $297
Cashflow & Profit Analysis
- Cashflow Scenario Modelling - From $497
- Cashflow Buckets Plan - $297
- Quarterly Pricing Review - $397
- Profit Safety Plan - $297
Job Costing & Operational Systems
- Advanced Job Costing System (Complete Setup) - From $1,497
- Ongoing Job Costing Review - $497/month
- Stock & Supplier Workflow Set up - $397
CEO Level Reporting & Support
- Custom KPI Dashboard Set up - From $597
- Quarterly CFO Strategy Call - $297 per session
- Annual Financial Performance Review - From $497