this is not a bookkeeping service.
This is your financial function built, held and run by capital status.
Every founder we work with has reached a point where the compliance isn't enough anymore. The books are getting done but nobody is reading them. The tax is getting lodged but nobody warned you what was coming. The decisions are getting made but not with the clarity they deserve.
That's the moment Capital Status exists for. We step in, take the full financial operation off your plate, and run it — so you can lead your business with the clarity of someone who actually knows their numbers.
Spaces are limited. Every engagement is scoped individually.
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 your financial operations.
Most business owners think bookkeeping is about categorising transactions and lodging BAS.
That’s the bare minimum.
At Capital Status, we partner with founders who want to actually own their numbers - not just hand them off and hope for the best.
We bring the bookkeeping, the BAS, the payroll and the tax into one relationship. Everything connected. Nothing falling between two people who don't talk to each other.
Your numbers stop being admin. They start telling you what's working, where you're leaking and what to do next.
This isn't compliance bookkeeping. This is your financial operation finally running properly.
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 without their phones & laptops.
They grow teams without fear of not making payroll 6 weeks down the track.
They finally understand their numbers and use them to lead investing in themselves, people and acquisitions being in full control of their growth
$50K, $100K, $250K months stop being a matter of if and become a matter of when.
Because when the money stops being the thing you're stressed about, that's exactly when it starts to multiply.
That's the real ROI.
The Firm
Capital Status operates as a financial operations firm not a freelance bookkeeper, not a compliance-only service, not a virtual CFO who never sees your actual books.
We sit inside your financial operation. We hold the reconciliations, the payroll, the BAS, the AP, the AR, the cashflow, the tax coordination - all of it. Connected to each other. Connected to you. In real time.
When your accountant gives you advice, we're the ones who tell you what it means for your business right now. When a decision lands on your desk, we're the ones who can tell you what the numbers say. When something is wrong before you notice it, we've already found it.
That's what The Firm does. That's what you're engaging when you work with Capital Status.
We bring clarity to your numbers, intelligence to your decisions and partnership to your growth because financial excellence isn't optional at your level
One engagement.
Built around your business.
Every retainer is scoped specifically to your business your volume, your complexity, your team, your goals.
Some founders need a clean monthly rhythm. Others need us embedded daily. Some need cashflow management front and centre. Others need payroll handled without a second thought. The scope changes. The standard doesn't.
Every engagement includes the full financial operation reconciliations, BAS, payroll, AP, AR, tax coordination and real time visibility over your numbers. What changes is how embedded we are and how frequently we're across your books.
Retainers are priced after your Xero Audit, once we know exactly what your business needs. There are no surprises and no scope creep just a clear engagement built around what's actually required.
The market charges separately for both halves.
We charge for the whole thing.
Most founders outsourcing their books end up choosing between two things that don't actually solve their problem.
A basic bookkeeping operator processes transactions, reconciles accounts and lodges BAS. The work gets done but nobody's looking at what it means. No tax integration, no strategic lens, no relationship. Just data entry with a deadline.
A virtual CFO interprets your numbers at a strategic level but sits above the books entirely. They need someone else to do the operational work before they can do theirs. And they cost $3,000 to $20,000 a month for the privilege.
The gap between those two is where most growing businesses actually live. They need the books done properly and they need someone who understands what the numbers mean. Capital Status closes that gap one firm, one relationship, the full operation.
Three salaries.
Three relationships.
Three sets of super and leave.
Or one retainer that does all of it.
Hiring in-house means a bookkeeper, a finance manager and a BAS agent somewhere between $200,000 and $250,000 annually before super, leave and overheads. Three people who need managing, onboarding and replacing when they leave.
A Capital Status retainer gives you the full function at a fraction of that cost with no HR, no onboarding, no sick days, and no single point of failure.
Foundation starts at $897/month $10,764 annually.
Expansion is custom-scoped based on your volume and complexity.
Everything in between is designed to grow with you.
what happens
when you apply.
You apply
no. 1
Tell us about your business, your current setup and what's not working.
We review every application personally.
We conduct your Xero Audit
no. 2
For $249, we go directly into your Xero file and tell you exactly what we find what gaps exist, why you're feeling what you're feeling about your books and what needs to happen next.
We scope your retainer
no. 3
Based on what the audit reveals, we build an engagement specifically around your business. You'll receive a clear proposal scope, rhythm and investment
- before anything is agreed.
The Firm gets to work
no. 4
Onboarding is structured and fast. Within the first week you'll already feel the difference of having someone who actually knows your numbers.
-
Your books are clean, your lodgements are on time and you don't have to think about it.
Foundation is for founders who are ready to hand off the compliance and get their time back. We handle your monthly reconciliations, BAS, super, and tax coordination — everything that needs to happen in the background so you can stay focused on running the business.
This is a monthly relationship. Communication is structured, work is predictable, and you'll have a monthly call with Jordan to stay across anything that matters.
Right for you if: You're a sole trader or small operator who's done DIY-ing your books and wants someone reliable handling the basics properly.
-
Your numbers are telling you something. We make sure you can hear them.
Growth is for founders who are making real decisions and need someone who can speak to the numbers not just process them. Fortnightly rhythm, fortnightly reports that come with interpretation, and a relationship that's genuinely two-way.
You'll know what's in your file, what it means, and what to watch. Nothing sits longer than two weeks without attention.
Right for you if: You have a small team, you're starting to make strategy-level decisions, and you need more than a compliance tick every quarter.
-
You have a finance function. You just don't have to manage it.
Momentum is an operational relationship. We're embedded in your business at a weekly level — across your cashflow in real time, your payroll running without you thinking about it, your tax position understood and connected to your decisions. When something comes up, we're already across it.
Weekly rhythm. Structured approvals. AR and AP managed. You stop being the person who holds the financial operation together.
Right for you if: You have a team, real operational complexity, and you're ready to stop being the person who has to chase, check, and coordinate everything financial.
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Capital Status is your finance department. You just run the business.
Enterprise is full integration. A dedicated inbox, daily reconciliations, invoices processed and matched the same day, payables batched, payroll handled. The cognitive load of financial operations transfers completely — to us.
This isn't a service you manage. It's a function that runs.
Right for you if: Invoices or remittances are moving through your business daily, you have volume that can't wait until the end of the week, and you need someone embedded enough to catch everything in real time.
Enterprise is scoped individually. Pricing is confirmed after your Mini Audit or discovery call.
What each level actually looks like
If you're serious about your numbers, we'd like to meet your business.
We work with a select number of founders at any one time. Every engagement is scoped individually and every client is onboarded with care. We don't take on volume. We take on the right businesses.
If that sounds like where you are, the next step is simple.
Not sure if you're ready? Start with a Xero Audit $249, one look, one conversation, clear next steps.