Accounting and business strategy to get more from what you’ve already built
Your Tax Return Is Only the Beginning
Most people come to an accountant thinking they need a tax return or a BAS lodged. And yes, we do all of that.
But in our experience, that’s rarely the real problem. The real issue is usually that you’re running a business without clear financial insight or guidance, so everything feels heavier than it needs to.
You don’t know what’s normal.
You’re not sure what matters.
You’re making decisions without fully trusting the numbers behind them.
And sometimes, you don’t even know what questions you need to ask.
And it’s okay not to know. That’s what we’re here for. If you ask our clients, they’ll tell you that the real value in partnering with us isn’t in the paperwork, it’s in the thinking behind it.
Not because you’re doing anything wrong, but because you don’t know what you don’t know.
In understanding what your numbers are telling you, in knowing what to do next.
In having someone who can look at your business with you and guide you to making proactive decisions, not just ticking boxes after the fact.
Most of the women we work with aren’t “bad with money”. They’re just running businesses without the right financial support.
You might recognise yourself here:
- You’re avoiding your numbers because they feel overwhelming
- You’re never quite sure what’s due, or when
- You’re making decisions without confidence because you don’t trust the data
- You’ve outgrown DIY systems, but don’t know what support you actually need
- Past experiences with accountants left you feeling judged, confused, or rushed
None of that means you’re doing anything wrong. It usually just means your business has evolved, and your financial setup hasn’t caught up yet.
That’s exactly where we come in.
What It’s like to Work with Us
Talking about money can feel vulnerable, especially when you’re running a business and things don’t feel clear yet. Many of our clients come to us worried they’ll be judged, questioned, or made to feel behind.
That’s not how we work.
You don’t need perfect systems or polished numbers to get started. Our role is to meet you where you are, explain what’s actually going on, and help you move forward with clarity and confidence.
This is a space to ask the questions you’ve been avoiding and finally get straight, practical answers. We’re accountants, yes, but we’re also here to make the financial side of business feel human, supportive, and genuinely helpful.
Plain-English Advice
We explain what matters, without overwhelming you with unnecessary detail.
No judgement, ever
Wherever you’re starting from is okay. Our job is to help you move forward.
Clear Scope and Transparent Pricing
We explain what matters, without overwhelming you with unnecessary detail.
Proactive support, not just compliance
We don’t just lodge things and disappear. We help you understand what’s going on and what to do next.
Support that grows with your business
As your business evolves, your financial support should too.
Pricing and Packages
Every business needs strong foundations. Some businesses also need deeper thinking, forward planning, and strategic support.
That’s why we offer two core services.
The Foundations
5 Steps to Numbers that Feel Good
Working with an accountant shouldn’t feel confusing, overwhelming, or hard to start. We’ve designed our process to be clear, supportive, and surprisingly straightforward.
Here’s how it works:
1. Get the ball rolling
You start by getting in touch and telling us a little about your business. Where you’re at, what’s been feeling hard, and what kind of support you’re looking for. You don’t need perfect numbers or polished answers. Just a starting point.
2. We get the full picture
3. Clear scope, clear pricing
4. We take care of the setup
5. Ongoing support that grows with you
The result: Numbers that make sense. Decisions you feel confident about. And the peace of mind that comes from knowing someone is genuinely looking out for your business.
The Foundations
For businesses who want a strong foundation to support their growth
Everything your business needs to stay compliant, organised, and stress-free. This is about getting the essentials right, so nothing slips through the cracks and you can focus on running your business.
This is for you if:
- You want peace of mind around tax and compliance
- You’re tired of second-guessing whether things are set up correctly
- Your business needs structure, consistency, and reliable support
- You want an accountant who explains things clearly, not just lodges forms
What’s Included:
- ATO-ready tax returns and financial statement preparation
- BAS and PAYG lodgements
- Payroll support
- Quarter employee superannuation processing
- Annual tax planning
- Ongoing compliance and reporting
PLUS a handful of Quickies (short, straight-to-the-point answers when questions come up) on the house.
The end result? Confidence that your numbers are accurate, your obligations are met, and your foundations are solid.
Investment: Each person’s circumstances are different and your end quote will depend on your business structure and needs. This service starts from $3948, or 12 x monthly installments of $329 including GST.
Investment:
$3948
$329
including GST.
The Expansion
For businesses ready to get strategic about their growth
Once your foundations are strong, it’s time to build. The Expansion is for business owners ready to get even more from what they’ve already built. That looks like understanding your numbers, planning ahead, and making strategic decisions about growth, pricing, profit, and personal wealth extraction.
This is where accounting, financial strategy and business planning come together.
This is for you if:
- You want to be proactive with your money, not reactive
- You’re making bigger money moves and want clarity before you act
- You care about profitability, not just revenue
- You want to pay yourself properly and build long-term wealth
- You value strategic thinking and honest advice
What’s Included:
A Bold Business Blueprint. A business plan created with you over 2 sessions to map out where your business is going (and growing) over the next 3 years.The outcome of your Bold Business Blueprint will determine your needs and inclusions. Some things that could be part of your package are:
- Cash flow forecasting and ongoing management
- Profit planning and margin optimisation
- Tax strategy and structure optimisation
- Pricing strategy and service packaging support
- Scenario planning for major decisions (hiring, expansion, investment)
- Personal wealth extraction strategy (so you’re paid properly)
- Quarterly profit reviews and goal recalibration
- Annual strategic planning sessions
- Unlimited Quickie emails for fast clarity when questions come up
- Community co-working sessions, accountability and guidance in our dedicated Facebook group
- Access to your Resources Vault, covering masterclasses, checklists, templates, and more. (Coming soon!)
What this unlocks: Clear insight, confident decision-making, and a business that’s built to support both growth and your life.
Investment:
$10,788
$899
Optional extras
We also offer:
- QBCC Reporting
- Company or Trust setup
- Business name registration
- ABN, GST, TFN or PAYG registration
- Xero setup and training
- Fringe Benefits Tax Returns
- Division 7a Loan Agreements
- Succession Planning
Not sure which package you need?
You don’t need to have it all figured out before reaching out. Most of our clients don’t come to us knowing exactly which service they need — and that’s completely normal. The right fit depends on where your business is at, what support you already have, and what you’re trying to achieve next.
|
Feature and Annual Investment
|
The Foundations
|
The Expansion
|
|---|---|---|
|
Business Tax Return and Financial Statements
|
✔
|
✔
|
|
Individual Income Tax Return
|
✔
|
✔
|
|
Business Activity Statement (BAS)
|
✔
|
✔
|
|
Instalment Activity Statements (IAS)
|
✔
|
✔
|
|
Superannuation Processing - Quarterly
|
✔
|
✔
|
|
Annual Tax Planning
|
✔
|
✔
|
|
‘Quickies’*
|
Limited
|
✔
|
|
Bold Business Blueprint (all-in-one strategic plan)
|
|
✔
|
|
Quarterly Strategy Meetings
|
|
✔
|
|
Community Co-Working Sessions
|
|
✔
|
|
Exclusive Resources Vault
|
|
✔
|
|
12 Monthly Instalments
|
|
✔
|
|
Community Co-Working Sessions
|
|
✔
|
|
Exclusive Resources Vault
|
|
✔
|
|
12 Monthly Instalments
|
$329 per month
|
$899 per month
|
Still not sure?
Testimonials
Pricing and value
You may notice we’re not the cheapest option. And that’s intentional.
We’re in business to make a profit– and you should be too! We believe in pricing that allows a great team to provide great service to our clients. We also believe that clarity is part of great service, including when it comes to pricing.
That’s why our services are scoped clearly and priced upfront. You’ll know exactly what’s included, what it costs, and what to expect before we begin.
Good accounting isn’t just about lodging forms or meeting deadlines. It’s about understanding your business, thinking ahead, and giving advice that actually helps you make better decisions.
That kind of support takes time, care, and experience, and we price our work so we can do it properly. We don’t undercut or rush work that requires expertise. And we don’t believe in surprise invoices, vague estimates, or charging by the minute.
For many of our clients, the value goes beyond the financial. It’s the relief of understanding their numbers, the confidence to plan ahead, and the peace of mind that comes from knowing someone is genuinely looking out for their business.
If you’re looking for the lowest possible price, we may not be the right fit. If you value clear communication, thoughtful advice, and a long-term approach to supporting your business, our pricing will make sense.
Our services are delivered as a 12-month relationship. Because business strategy and tax isn’t a one and done thing. We charge one set fee that is broken up over 12 months to ease any cash flow pressures– not a subscription that can be cancelled at any time.
Changing accountants is easier than you think. (Promise.)
If you’ve been putting this off because changing accountants feels like a hassle, you’re not alone. The good news is that it’s usually very straightforward, and we handle the heavy lifting for you.
Once you decide to work with us, we’ll take care of the handover, request the information we need from your previous accountant, and guide you through each step so nothing gets missed.
There are no awkward conversations, no starting from scratch, and no added stress on your end.
If something hasn’t been working, you’re allowed to change it.
And you don’t need a “perfect” reason to do so.
Ready to write your own bottom line?
You don’t need to have everything sorted before you reach out.
Whether you’re looking to get your foundations in place or want more strategic support as your business grows, we’ll help you take the next step with clarity and confidence. Start the conversation, tell us a little about your business, and we’ll take it from there.
