Clear advice. Confident decisions.
Everything from our What we do section, explained in full — how we help in each category, who it's for, and where to go next. Flat pricing from $99, confirmed before we start.
01 — Service
Individual Tax Return
Straightforward individual returns with a deductions check before you lodge.
How we can help you
If you're lodging as an employee — wages, bank interest, dividends, or a rental property — we check what applies to you, what you can claim, and what it will cost before we start.
We review your PAYG summaries, Medicare and offsets, and occupation deductions (nurses, tradies, office workers and 12 more trades covered in Tax Tips), then lodge to the ATO for you.
What's included
- Income and deductions review
- Occupation-specific deduction check
- ATO lodgement handled for you
- Flat fee from $99 — confirmed before we start
Best for
Employees, rental owners, and anyone lodging a standard individual return.
02 — Service
Business Tax Return
Year-end returns for sole traders and companies, with records kept lodge-ready.
How we can help you
If you're a sole trader or run a company, we turn your year of invoices, expenses and bank records into a lodge-ready return — no accounting jargon, no surprise fees.
We reconcile business income and deductions, flag what sole traders most often miss (home office, vehicle, tools), and confirm your price upfront based on complexity.
What's included
- Sole trader and company returns
- Business income and expense review
- Records kept lodge-ready for the ATO
- Price confirmed before we start
Best for
Sole traders and small companies lodging a year-end business return.
03 — Service
Financial Statements
Timely, accurate statements so you can see how the business is tracking.
How we can help you
We prepare profit-and-loss, balance sheet and supporting schedules from your bookkeeping, so you can see how the business is tracking — and hand clean statements to banks, lenders or the ATO when asked.
Useful at year-end alongside your business return, or any time you need a clear snapshot for decisions.
What's included
- Profit-and-loss and balance sheet
- Supporting schedules
- Year-end pack to match your tax return
- Plain-English walkthrough of the numbers
Best for
Small businesses needing year-end statements or lender-ready reports.
04 — Service
Bookkeeping Software Setup
MYOB, QuickBooks, and Xero setup so your accounts run cleanly from day one.
How we can help you
Starting fresh or untangling a messy file? We set up your chart of accounts, GST settings, bank feeds and invoicing in MYOB, QuickBooks or Xero so your accounts run cleanly from day one.
You get a short handover on how to record and reconcile day-to-day, so BAS time and year-end are painless.
What's included
- MYOB, QuickBooks and Xero setup
- Chart of accounts and GST configuration
- Bank feeds and invoicing set up
- Handover so you can run it yourself
Best for
New businesses and anyone moving off spreadsheets onto proper software.
05 — Service
Company Setup
Advice on starting and structuring a company, with registrations handled.
How we can help you
Thinking of moving from sole trader to company, or starting a company from scratch? We explain the structure in plain terms — when a company makes sense, what it costs to run, and what registrations you need.
We handle the setup paperwork and registrations so you start compliant, then connect you to bookkeeping and tax planning from day one.
What's included
- Structure advice: sole trader vs company
- Company registration handled
- TFN, ABN and GST registrations
- Next steps for books and BAS
Best for
Sole traders scaling up and founders starting a new company.
06 — Service
Business Activity and GST
BAS and GST reporting to the ATO so your obligations stay on time.
How we can help you
Registered for GST or asked to lodge a BAS? We prepare and lodge your Business Activity Statement — GST, PAYG instalments and withholding — so your obligations stay on time with the ATO.
We work from your Xero/MYOB/QuickBooks file, fix coding issues, and tell you what you owe (or are owed) before anything is lodged.
What's included
- BAS preparation and ATO lodgement
- GST, PAYG instalments and withholding
- Bookkeeping file check before lodgement
- Deadlines tracked so nothing is late
Best for
GST-registered sole traders and small businesses lodging BAS.
07 — Service
Tax Planning, Structuring & Reporting
Practical planning and compliance reviews across the tax year, not just June.
How we can help you
The cheapest time to save tax is before 30 June — not after. We review your income, expenses, structure and upcoming plans during the year and suggest practical, ATO-compliant steps.
No aggressive schemes: just timing, structuring, record-keeping and reporting done right, reviewed across the tax year instead of in a last-minute rush.
What's included
- Pre-year-end planning review
- Structure and compliance check
- Record-keeping and reporting tidy-up
- Plain practical recommendations
Best for
Businesses and higher-income individuals planning ahead, not just lodging.
08 — Service
Bookkeeping Services
Day-to-day transaction recording that keeps reconciling and reporting simple.
How we can help you
Behind on reconciling or drowning in receipts? We handle day-to-day transaction recording, categorising and reconciling, so BAS, statements and your tax return all flow from clean books.
Monthly or catch-up — we meet you where you are, tidy the backlog, then keep it simple going forward in Xero, MYOB or QuickBooks.
What's included
- Transaction recording and categorising
- Bank reconciliation
- Catch-up and ongoing options
- BAS- and return-ready books
Best for
Small businesses that want books done for them, monthly or as catch-up.
Not sure which service fits?
Start with flat pricing from $99, check what you can claim, or send your details via the client form — we'll confirm your price before we start.