Sumz Plus Business Services works on an hourly rate for all accounting services provided on a do and charge basis. However, if you operate a business and would prefer to spread the cost and enjoy the peace of mind of a fixed priced package you can choose a business plan that’s right for you.

 

*Please note that the prices are inclusive of GST.*

Essentials

Choose this package if you are a sole trader or small business and need the basics.

It includes:

  • Next Business Day Response to email queries
  • Quarterly review of your Xero file & correction of transactions
  • Prepare & lodge your quarterly BAS
  • Annual EOY Adjustments
  • Prepare Annual Financial Reports
  • Prepare & lodge annual tax return

Growth

Choose this package if you are a growing business that needs to keep your finger on the pulse of your financials more regularly.

It includes:

  • Next Business Day ResponseNext Business Day Response to email queries
  • Quarterly review of your Xero file & correction of transactions
  • Prepare & lodge your quarterly BAS
  • Quarterly Management Reports
  • Quarterly Budget Review
  • Quarterly Virtual CFO Meeting
  • Annual EOY Adjustments
  • Prepare Annual Financial Statements
  • Prepare & Lodge Annual Tax Return
  • Prepare Annual Budget

Premium

Choose this package if you want peace of mind knowing how your business is travelling on a monthly basis.
It includes:

  • Next Business Day Response to email queries
  • Monthly review of your Xero file & correction of transactions
  • Prepare & lodge your quarterly BAS
  • Monthly Management Reports
  • Monthly Cash Flow Forecast
  • Monthly Budget Review
  • Monthly Virtual CFO Meeting
  • Annual EOY Adjustments
  • Prepare Annual Financial Statements
  • Prepare & Lodge Annual Tax Return
  • Prepare Annual Budget

Payroll

Per person includes:

  • Set up employee file
  • Process Weekly Timesheet or Salary
  • Manage Leave
  • Create Bank File for payment
  • Quarterly Superannuation payment processing
  • STP Reporting

 

Can’t find the right package for you?
Go for our Customised Package!

We can create a customised plan for you, incorporating any of these packages with any additional services you need. Just ask us and we’ll surely find the right fit for you.

 

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