FULL SERVICE FINANCIAL

Whether you're laying the groundwork, scaling your business, or stepping into the role of a CEO, our tailored bookkeeping packages are designed to meet you where you are and support your next level of growth. From foundational compliance to advanced financial strategy, we’ve crafted solutions to help you gain clarity, streamline your operations, and focus on scaling with confidence.

Choose the package that aligns with your business stage and let us take your financial management to the next level.

FOUNDATION
PACKAGE

This is for businesses earning up to $250K per year, entrepreneurs seeking a strong bookkeeping foundation and basic compliance, and those ready to transition from DIY bookkeeping to professional systems.

Without a solid foundation, you’re building your dreams on shaky ground. Mismanaged books lead to missed opportunities, unnecessary stress, and sleepless nights wondering if your business is even profitable.

Taking control of your finances isn’t just about numbers it’s about regaining control of your time, your energy, and your vision for the future.

Investment: $550/month.

  • If you’re here, it’s because you’re serious about growing a sustainable business, not just surviving in chaos.

    Here’s the reality: the way you handle your finances in these early stages will either set you up for success or hold you back.

    As someone who’s worked with countless startups and seen the mistakes they make, let me tell you guesswork and DIY systems won’t cut it. Your expertise should be spent building your reputation, not scrambling to figure out compliance and cash flow.

    Imagine this: It’s the end of the month, and you’re trying to untangle a mess of receipts, overdue invoices, and missed tax deadlines. Your finances are holding you hostage, but the guilt of not having it all together is holding you back from asking for help.

    Here’s the truth: Every CEO starts somewhere. What matters is the decision to stop surviving and start building.

    DIY bookkeeping might seem like you’re saving money, but it’s actually costing you time, energy, and peace of mind precisely the things you need to grow your business. The longer you wait to get help, the harder it gets to climb out of the overwhelm.

    This is the package for the entrepreneur who’s ready to stop feeling like they’re drowning and start building a business that works for them.

  • A strong financial foundation so you can finally feel in control of your numbers.

    No more “I’ll figure it out later.” We’ll organise, reconcile, and set your business up for growth.

    Clarity on your finances every single month, so you can confidently make decisions.

  • Monthly Reconciliation: Ensure 100% accuracy in your financials for confident decisions.

    Monthly Financial Reports: Gain clarity on your cash flow, revenue, and expenses.

    30-Minute Monthly Strategy Session: Personalised insights to help set you up for growth.

    Payroll Management (up to 2 employees): Effortless payroll processing.

    Quarterly BAS Lodgement: Stay compliant without headaches.

    Tax Lodgements: Company and individual tax preparation.

    Unlimited Email & Text Support: Always here when you need answers

MOMENTUM
PACKAGE

This is for service-based businesses earning $250K–$750K annually, entrepreneurs scaling their teams and operations who need proactive bookkeeping and financial strategy, and those looking to streamline their finances and focus on growth.

Your energy is your most valuable asset, and wasting it on financial chaos is slowing down your growth. At this stage, every misstep has a ripple effect, from hiring decisions to cash flow mismanagement.

Momentum takes you out of the weeds and gives you the clarity, systems, and strategy to scale without sacrificing your health, happiness, or sanity.

Investment: $2,200/month.

  • At this level, your business is no longer “small”—it’s scaling. But here’s the thing most entrepreneurs don’t realise: growth without structure leads to stress, inefficiency, and missed opportunities.

    I’ve worked with businesses at this stage, and I’ve seen what happens when financial systems can’t keep up with rapid growth. That’s where we come in. The Momentum Package is designed to give you financial clarity and control, so you can scale with confidence.

    You’ve been running your business with sheer willpower, juggling clients, growing your team, and trying to stay on top of your finances. But now you’ve hit a wall your revenue is growing, but so is the chaos. Your books are messy, cash flow feels like a guessing game, and you’re constantly asking yourself, “Where did all the money go?”

    Scaling isn’t about doing more—it’s about doing better. What got you here won’t get you to the next level. You don’t just need numbers on a spreadsheet; you need a strategy that works as hard as you do.

    This is for entrepreneurs who are ready to go from working in their business to leading it. Momentum helps you step into your role as CEO, with numbers you can trust and a team that has your back.

  • Clarity on where your money is going and how to make it work harder for you.

    Strategic insights to help you scale without burning out.

    Systems tailored to your business, so you can finally focus on growth instead of putting out fires.oes here

  • Fortnightly Reconciliation: Ensure 100% accuracy in your financials for confident decisions.

    Monthly Financial Reports: Gain clarity on your cash flow, revenue, and expenses.

    Payroll Management (up to 10 employees): Effortless payroll processing.

    Cash Flow Forecasting: Know exactly where your money is going and plan ahead.

    Monthly Strategy Calls (1 Hour): Deep dives into financial strategy and business growth.

    Advanced Accounts Receivable/Payable Management: Improve cash flow with strategic AR/AP management.

    Custom Financial Reports: Clear, real-time insights into your financial health.

    Proactive Tax Planning: Maximise savings and prepare for growth.

    System Optimisation: Tailored tools and workflows to save you time.

    Quarterly BAS Lodgement: Stay compliant without headaches.

    Tax Lodgements: Company and individual tax preparation.

    Unlimited Email & Text Support: Always here when you need answers

EXPANSION
PACKAGE

This is for businesses earning $750K–$1M+ annually, established entrepreneurs ready to scale to 7 figures and beyond, and CEOs seeking a full finance team experience without the need to hire in-house.

Scaling without clarity is a dangerous game. Mismanaged finances at this stage can mean missed opportunities, unnecessary expenses, and stress that steals your focus from the bigger picture.

You deserve to operate with complete confidence, knowing that every dollar in your business is a dollar working toward your vision. It’s not just about profits it’s about creating something that lasts and builds generational wealth.

Investment: $7,500/month.

  • When you’re running a business at this level, financial missteps are no longer small they’re costly. Every decision you make has a ripple effect, and you can’t afford to work with outdated numbers or guess what’s happening in your accounts.

    This is where I step in as your financial partner, not just your bookkeeper. With my Expansion Package, you’re getting the same level of precision and oversight I’ve used to help businesses like yours scale to new heights.

    You’ve built something amazing a business that generates serious revenue and serves your clients well. But you didn’t sign up to be chained to your finances, worrying about cash flow, or staying up late wondering if you’re leaving money on the table. You’re ready for a different game.

    Imagine this: You wake up knowing your finances are completely handled. Your cash flow is optimised, your taxes are minimised, and your team is trained to make smart financial decisions. You’re not just running a business you’re running an empire.

    At this level, every decision matters. Guesswork is expensive. Hiring someone to “do the books” isn’t enough you need a financial partner who thinks like a CEO.

    • High-level financial strategy to help you scale to 7 figures and beyond.

    • Advanced insights into cash flow, growth projections, and profit maximisation.

    • Priority service that makes your financial operations seamless.

    • Confidence that every dollar is working toward your big vision

  • Dedicated Business Consultant
    With a Bachelor of Commerce and years of entrepreneurial success, our founder, Jordan, offers you exclusive, direct access to expertise that bridges academic knowledge and real-world application. Having navigated the challenges of scaling her own businesses and worked with multi-million-dollar companies, she delivers proven strategies and tailored insights to help you refine operations, scale confidently, and unlock new growth opportunities. This is your chance to work closely with someone who truly understands what it takes to succeed.

    Daily Reconciliation: Ensure 100% accuracy in your financials for confident decisions.

    Weekly Financial Check-Ins: Stay on top of your finances with regular updates deep dives into financial strategy and business growth.

    Monthly Financial Reports: Gain clarity on your cash flow, revenue, and expenses.

    Payroll Management (up to 10 employees): Effortless payroll processing.

    Cash Flow Forecasting: Know exactly where your money is going and plan ahead.

    Advanced Accounts Receivable/Payable Management: Improve cash flow with strategic AR/AP management.

    Custom Financial Reports: Clear, real-time insights into your financial health.

    Tax Minimisation Strategies: Keep more of what you earn with tailored strategies.

    System Optimisation: Tailored tools and workflows to save you time.

    Custom Growth Projections: Data-backed insights to reach your revenue goals.

    Quarterly BAS Lodgement: Stay compliant without headaches.

    Tax Lodgements: Company and individual tax preparation.

    Priority Support: Elite-level service with a dedicated financial expert as your single point of contact, ensuring your business gets the priority and care it deserves.

we are so confident in the transformation our services provide that we offer a
30 DAY HALF PRICE TRIAL
because finding the right financial partner is about more than numbers.

It’s about trust, alignment, and results.

No lock-in contract. No pressure.

just a chance to experience what it feels like to finally have a financial team
that’s as committed to your success as you are.