PARTNERSHIPS

PARTNERSHIPS

YOUR BUSINESS DESERVES A FINANCIAL PARTNER THAT MOVES WITH YOU

We handle your bookkeeping, tax and financial management - so you can lead your business with clarity, confidence and control.

We don’t just do bookkeeping. We build financial partnership.

Most business owners think bookkeeping is about reconciling transactions and lodging BAS. hoping tax time doesn’t sting..
That’s maintenance. Not momentum..

At Capital Status, we partner with founders who want to own their numbers - not chase them.
We integrate strategy, structure, and systems so your business can grow cleanly, profitably, and with absolute control.

You’re not just outsourcing admin.
You’re upgrading your financial function your numbers become a strategic advantage.
When managed with precision, they tell you what’s working, what’s wasting and where the next opportunity is hiding.

This isn’t compliance bookkeeping.

This is partnership - bookkeeping, tax and financial structure under one roof.

Profit isn’t what you make
it’s what you keep.

Our clients typically experience:

  • 15-30% stronger profit margins within 6-12 months

  • 5-20 admin hours saved weekly

  • Zero surprise tax bills - ever

When bookkeeping, tax and strategy align, the result compounds:
More clarity. More control. More cash.

Your finances,
handled completely.

We manage every part of your financial engine, from the first transaction to the final report.

Included Across All Levels:

  • Bookkeeping and bank reconciliations

  • Payroll and superannuation management

  • Accounts payable and supplier management

  • Accounts receivable tracking and follow-ups under your brand

  • BAS and tax lodgements handled in partnership with our in-house tax agent

  • Profit & loss reporting with monthly or quarterly review sessions

  • Unlimited email and text support

Momentum + Expansion Exclusive:

  • Batch payments and ABA file processing

  • Weekly cashflow summaries and forecast reporting

  • Supplier payment verification and fraud mitigation

  • Tax and structural strategy reviews

  • Cross-system integration (Xero, Dext, SimPRO, Tradify, Kajabi, Skool etc.)

  • Direct collaboration with our tax accountant to optimise deductions and ROI

HOW PARTNERSHIP WORKS

Integration & Insight

Month 1-3

We embed into your systems and routines - learning how your business moves, what’s missing and where we can make immediate impact.
If you’d like to accelerate onboarding, you can begin with a Financial Strategy Day to fast-track results.

Structure & Strategy

Month 4–6

Once your foundations are set, we focus on profit improvement - managing cashflow, setting up proactive systems and identifying opportunities for smarter growth.

Refinement & Review

Month 7-12:

We evolve into a rhythm of insight and refinement - quarterly CFO-style reviews, profit projections and decision support to keep your business ahead.

APPLY TO WORK TOGETHER

Peace of mind is profitable.

Our clients don’t just see stronger margins.
They see calm. Confidence.
A business that runs without chaos.

They take holidays and still make money.
They grow teams without fear.
They finally understand their numbers - and use them to lead.

That’s the real ROI.

Your numbers.
One team. Total control.

We work alongside our in-house registered tax agent, deep-diving into your business quarterly to make sure every dollar is structured for success.

Process:

  • We prepare you to pay tax - no shocks, no scramble.

  • We strategise spending to maximise ROI.

  • We lodge with full understanding and control.


    Support Promise:

  • Foundation: Replies within 24-48 hours

  • Momentum & Expansion: Same-day priority response

  • Onboarding: all tiers start within 7 days

The smart alternative
to hiring in-house

You’re not hiring staff.
You’re accessing an entire finance department - for less than 20% of the cost.

One model. Three levels of support.

Every Capital Status partnership is built on the same financial foundation — the only difference is scale.
Each level builds upon the last — deeper integration, stronger systems, greater clarity.

Which Partnership Is Right for You?

Quick Summary

Foundation - financial structure & calm.
For founders who want clarity and control without the overwhelm.

Momentum - operational precision & partnership.
For companies scaling sustainably with systems, rhythm, and CFO-style support.

Expansion - daily strategy & financial leadership.
For high-volume or multi-entity founders ready for full-scale financial command.

whether you’re ready for foundation, momentum, or expansion the right partnership starts here

APPLY NOW