Accounting Service Packages - Westwoods BGA Accountants & Business Advisors

Packages that are right for you and your business

Spending way too much time on your books and not enough time on improving your business?

As forward-thinking Accountants, we understand the need have access to real-time data, so we can provide advice, based on the most current up to date information available.

Running your business on the Cloud:

Enables work to be done regularly on your data in the same file as you
Saves time on your bookkeeping so you can work on improving your business
Enables monitoring of critical business information from anywhere at any time to help you make better business decisions

Service Packages

We work on your business monthly, keeping you on track and up to date.

Compliance

XERO Subscription
Receipt Bank or Hubdoc Subscription
Dedicated Advisor
Regular Bookkeeping
Payroll
Preparation & Lodgement of Activity Statements
Annual Financial Statements Preparation
Tax Return Preparation & Lodgement
ASIC Annual Company Management
Unlimited e-mail and Phone Support
Annual Performance Review Meeting

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Advice Plus

XERO Subscription
Receipt Bank or Hubdoc Subscription
Dedicated Advisor
Regular Bookkeeping
Payroll
Preparation & Lodgement of Activity Statements
Annual Financial Statements Preparation
Tax Return Preparation & Lodgement
ASIC Annual Company Management
Unlimited e-mail and Phone Support
Annual Tax Planning
Annual Budgets Prepared and Monitored Quarterly
Quarterly Management Reports
Quarterly Business Performance Review & Strategy Meeting

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Virtual CFO

XERO Subscription
Receipt Bank or Hubdoc Subscription
Dedicated Advisor
Regular Bookkeeping
Payroll
Preparation & Lodgement of Activity Statements
Annual Financial Statements Preparation
Tax Return Preparation & Lodgement
ASIC Annual Company Management
Unlimited e-mail and Phone Support
Annual Tax Planning
Annual Budgets prepared and Monitored Monthly
Monthly Management Reports
Monthly Business Performance Review & Strategy Meetings
Annual 12 Month Cashflow Forecasting and Monitoring
Annual Strategic Planning Meeting

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BONUSES INCLUDED	Compliance	Advice Plus	Virtual CFO
Annual Business and Personal Needs Review	Free	Free	Free
Loan Comparison Review	Free	Free	Free
Regular e-mail Newsletter	Free	Free	Free

BUSINESS ENHANCEMENT SERVICES	Price
Strategic Planning Session	P.O.A.
Customer Advisory Board	P.O.A.
Business Succession Plan	P.O.A.
Business Valuation Report	P.O.A.
Wealth “LifePlan”	P.O.A.

All services above can be “mixed and matched”. Please contact us for a discussion about your circumstances!