Enterprise Package (from $1350)
- Recording and categorizing transactions (up to 400 transactions) – daily
- Assistance with submission of BAS through Xero
- Tracking unpaid customer invoices & supplier bills
- Financial reports (Profit & Loss, Balance Sheet, Cash Flow – monthly)
- Xero/QuickBooks setup & ongoing support
- Payroll processing for up to 5 employees (monthly)
- Processing supplier payments (fortnightly)
- Single Touch Payroll (STP) lodgement
- Superannuation payment processing
- Cash flow forecasting (monthly)
- Support with financial operations & decision-making
- Liaison with tax agents & accountants for compliance
- Annual budgeting assistance
- KPI tracking & financial performance insights
- Fractional CFO support- Expert financial insights & advisory support
Industry specific services
Hospitality
- Food & recipe costing (up to 30 recipes)– Track ingredient costs to control menu pricing
- POS sales reconciliation – Ensure daily POS sales match bank deposits
- Wastage tracking (monthly)– Monitor food wastage to minimize losses
Professional Services
- Sending customer invoices (monthly) – Generate & issue invoices on behalf of the business
- Sending reminders & following up on overdue invoices (monthly)
- Project profitability tracking – Monitor revenue & expenses for each project
- Timesheet & billable hours tracking – Ensure accurate invoicing for billable work
- Work-in-progress (WIP) tracking – Track unbilled work for financial planning
eCommerce
- Shopify/Amazon sales & payout reconciliation – Ensure sales platform deposits match records
- SKU/product costing (up to 20 products)– Track cost per unit to optimize pricing & profit margins
- Inventory tracking – Monitor stock levels & valuation
- Ad spend tracking – Track & report digital advertising costs vs revenue
Trades & Services
- Sending customer invoices (monthly) – Generate & issue invoices on behalf of the business
- Sending reminders & following up on overdue invoices (monthly)
- Job Costing & Profitability Tracking – Track income & expenses per job/project to ensure profitability
- Quote & Invoice Tracking – Ensure all quotes are converted into invoices & paid on time
- Progress Payments Tracking – Manage staged invoicing for long-term projects
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Who is this for?
Designed for ambitious business owners: Offers detailed financial planning, budgeting, and CFO-level advisory to drive growth.