We don’t charge by the hour. You don’t have to worry about the clock ticking when you call. You know your costs. You can budget for them. No surprises.

INDIVIDUALS (SOLE TRADERS SEE BELOW FOR OUR BUSINESS PACKAGES)

Personal tax is an individual pursuit, and every client’s circumstances are unique. In order to maintain accuracy, maximise your deductions and (legally) minimise your final bill, we are precise and perfectionist in our approach. Our tax preparation service starts from $550 (including GST).

You can certainly shop around for a cheaper service. We only ask that before you do, to consider the value and attention to detail you’ll receive from our individualised approach.

Remember, our initial discussion is obligation free. And once you decide to go ahead with our services, we can help you choose a package that matches your accounting needs.

If you’re a property investor, the extra ATO requirements for reporting on investment properties mean we must charge an extra $110 per property. Remember, the ATO likes to audit property investors, so knowing your tax return is 100% accurate will certainly save you anguish if the tax office gets in touch.

CONTACT MICHAEL on 02 9016 4140 to find out more about our individual services.

small business package

We’ve created three levels of package to cover different sizes and styles of business. We can help you decide on the right package for your business so please give us a call if you’re not sure which one’s right for you.

The Set Up

An obligation and cost free meeting where we help you make some decisions about your business. Whether you’re just starting out, or you’ve been in business for a while, it’s a time to talk about the right business structure, the right cloud accounting package and the right level of accounting service. Keen to get started? Contact us to make an appointment.

Accounting software support

Our preferred systems are Xero and Quickbooks (QBO). We can help you decide which is best suited to you, but ultimately it’s your decision. And if you’re already using another package, we can continue with it, or show you how easy it is to switch.

need a new company set up?

Our price is $990 including ASIC registration.

Packages at a glance:

Starter $350 PER MONTH 
Ideal for sole traders, the Starter is our entry level package. There is nothing entry level about the service you’ll receive, it’s simply a more straightforward offering and the price reflects this. Find out more here.

Growth $550 PER MONTH 
For businesses with up to ten employees. You might be holding steady at this size or your business is growing and you’re taking on staff to meet increased demand. Find out more here.

Premium $750 PER MONTH 
Designed to meet the accounting needs of larger businesses, this package is best suited to operations with more than ten employees who want the security of full accounting support. Find out more here.

All small business packages include:

A FIXED PRICE
This means you’ll know your accounting costs–for the entire year–up front. Packages are billed on the 15th of each month and due by month end.

A THREE MONTH, MONEY BACK GUARANTEE
Our packages may not suit everyone. We think they’re pretty good, but we understand that everyone has different needs and expectations. So if you purchase a package and within the first three months you’re feeling like it’s just not working for you, we’ll refund the balance of your payment.

Package fees exclude GST.

Starter package

Created to give a start up or sole trader exactly what they need from an accounting service. It takes away the complex jobs like your tax return, but–keeping your budget in mind– leaves you to complete your own BAS if you choose. We schedule quarterly phone catch ups too.

Starter $350 per month

The package includes:

  • Choice of Xero “Standard” or Quickbooks Online “Essentials” cloud accounting software
  • Review and lodge quarterly BAS
  • Complete, review and lodge of business tax return
  • Annual tax planning
  • Quarterly management report
  • Quarterly phone call (to discuss above)
  • Email support of accounting package

 

Optional extras (quoted as a monthly fee, but if you do select one you’re signing up for the full 12 months)

  • ASIC management and annual filing fee $35
  • Set of annual financial accounts $75 per month
  • Prepare BAS return $30
  • Preparation, lodgement and review of annual payroll summaries $15
  • Upgrade of Cloud accounting subscription – at cost
  • Lodgement with ASIC of change of address or shareholder/director or officeholder $165 per form

 

Growth package

Perfect for growing businesses with up to 10 employees who want to go to the next level. Tax and BAS taken care of, annual reporting done and your cash flow in the hands of a professional. This package leaves you plenty of time and headspace to continue growing your business.

Growth $550 per month

The package includes:

  • Choice of Xero “Premium 10” or Quickbooks Online “Essentials” cloud accounting software
  • Set of annual financial accounts
  • Prepare review and lodge business tax return
  • Prepare, review and lodge quarterly BAS return
  • Preparation, review and lodge annual payroll summaries
  • Prepare cash flow plan
  • Annual tax planning
  • Monthly management report
  • Monthly telephone discussion
  • Telephone support of accounting package

 

Optional extras (quoted as a monthly fee, but if you do select one you’re signing up for the full 12 months).

  • Quarterly face to face business advisory meeting (1 Hour) $90
  • ASIC management and annual filing fee $35
  • Upgrade of Cloud accounting subscription – at cost
  • Lodgement with ASIC of change of address or shareholder/director or officeholder $165 per form

 

Premium package

Got more than 10 employees? Need full accounting support so you can focus on running your business? This is the package for you. Tax return, Bas return, annual financial reports and cash flow planning all done for you. Plus, phone and email support when you need it.

$750 per month

The package includes:

  • Choice of Xero “Premium 50” or Quickbooks Online “Plus” cloud accounting software
  • Set of annual financial accounts
  • Prepare review and lodge business tax return
  • Prepare, review and lodge of quarterly BAS return
  • Preparation, review and lodge annual payroll summaries
  • Prepare cash flow plan
  • Annual tax planning
  • ASIC management and annual filing fee
  • Monthly management report
  • Monthly telephone discussion
  • Quarterly face to face business advisory meeting (1 hour)
  • Telephone support of accounting package

 

Optional extras (quoted as a monthly fee, but if you do select one you’re signing up for the full 12 months).

  • Monthly face to face business advisory meeting (1 Hour) $130
  • Upgrade/downgrade of cloud accounting subscription – at cost
  • Lodgement with ASIC of change of address or shareholder/director or officeholder $165 per form

 

Preferred accounting systems

PB Accountants recommend Quickbooks Online (QBO) and XERO (both cloud based). We’ve had plenty of experience with both packages-- and believe that (except in rare cases) one or other of these will be the best accounting system for our clients.

Need help choosing an accounting system? Just get in touch with Michael and he’ll help you decide.

Switching to us (it’s easy!)

If you decide you’d like us to take over your accounting, we will contact your old accountants on your behalf and ask them to forward all your information to us. We’ll also notify the Australian Taxation Office of the change. Done.

It’s your choice

While we use and recommend Xero and Quickbooks Online, we’re happy to work with any accounting package you choose. After all, it’s you and your business we’re here to support.

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Want to find out more about PB Accountants and Advisory and what we can do for you? Contact Michael by phone or email

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