FULL SERVICE FINANCIAL

STRESS-FREE AUDIT-PROOF FINANCIAL SYSTEMS THAT DRIVE GROWTH & FREEDOM

FOUNDATION
PACKAGE

Investment: $697/month.

This is for entrepreneurs seeking a strong bookkeeping foundation, 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.

MOMENTUM
PACKAGE

Investment: $1,797/month

This is for 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.

EXPANSION
PACKAGE

Investment: $3,697/month.

This is for established entrepreneurs scaling beyond 7 figures 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.

We’re so confident in the transformation we provide that we offer a 30-DAY TRIAL because finding the right financial partner is about more than numbers.

It’s about trust, alignment, and results.

FULL SERVICE MONTHLY
BOOKKEEPING

Our fixed-rate plans mean you can leave the regular bookkeeping and accounting tasks to us, giving you more time to focus on what really matters – building your business to create time and financial freedom

FOUNDATION

For businesses needing accurate financials and compliance without the hassle.

  • Xero Setup & Monthly Reconciliation

  • Monthly Financial Reports

  • Payroll for up to 2 employees

  • Quarterly BAS Lodgement

  • Annual Company Tax Lodgement

  • Unlimited Email Support

  • 45 - Minute Monthly Strategy Session

$697

$160 PER WEEK

MOMENTUM

For growing businesses ready to improve cash flow and financial strategy.

  • Fortnightly Reconciliation

  • Monthly Financial Reports

  • Payroll for up to 5 employees

  • Accounts Receivable & Payable Management

  • Cash Flow Reporting & Forecasting

  • 2 x 45-Minute Monthly Strategy Sessions

  • Quarterly BAS Lodgement

  • Annual Company Tax Lodgement

  • Accounts Email Inbox Management – Stay on top of invoices and supplier communication

  • Unlimited Email, Text & Phone Support

$1,797

$415 PER WEEK

EXPANSION

For established businesses needing high-level financial strategy and priority support.

  • Daily Reconciliation

  • Weekly 15-minute check-ins

  • Monthly Financial Reports

  • Payroll for up to 10 employees

  • Advanced Accounts Receivable & Payable Management

  • Cash Flow Forecasting

  • 90 Miunte Deep-Dive Strategy Session

  • Quarterly BAS Lodgement & Monthly IAS Lodgement

  • Annual Company Tax Lodgement

  • Tax Planning & Optimisation

  • Accounts Email Inbox Management – Full oversight of accounts payable & receivable

  • Dedicated Bookkeeper & Priority Support

  • Unlimited Email, Text & Phone Support

$3,697

$855 PER WEEK