SERVICE PLAN 1

Service Plan 1 is ideal for small businesses with less than 50 transactions per month, who are just wanting the basics and do not require invoicing.

Service Plan 1 Includes:



• Accounting software subscription and support (Xero, BankLink, MYOB Live or CCH iBizz)
• Annual accounts
• Annual meeting to review business performance
• Annual tax return filed
• Bank Reconciliation
• Email and phone support
• End of year accounts, financials and documentation
• GST Reporting & lodging with ATO
• Income Tax Assessment/Return for ATO
• Income tax reminders
• Income Tax Return and Provisional Tax Management
• Income Tax returns prepared and filed
• ATO management
• Preparation of an annual budget
• Profit & Loss Report
• Regular newsletters
• Tax payment reminder service
• Year-end business, tax and budgeting advice

SERVICE PLAN 2

Service Plan 2 is great for small to medium sized businesses with less than 200 transactions per month. James Mathers & Co can help you improve performance and develop your business so you can focus on what you do best.

Includes everything from Service Plan 1 plus:



• Accounts Payable
• Accounts Receivable
• Annual profit & cash flow plan
• Annual tax plan
• Assistance with business KPIs
• Bi monthly business performance reports
• Face to face annual business review
• GST preparation and review
• Income Tax Return and Provisional Tax Management
• Monthly tax and business alerts
• Online monthly transaction review
• Regular review of your online transactions and performance feedback
• Regular updates & advice on tax and business issues
• Reporting on Accounts Payable & Accounts Receivable
• Six monthly Business performance reviews and KPI meetings with a partner
• Six monthly meeting with your accountant to review business
• Statutory company and trust administration
  

SERVICE PLAN 3

If you're serious about growing your business then [Service Plan 3] is for you! James Mathers & Co will provide you with regular advice and guidance to enable your business to grow.

Includes everything from Service Plan 1 and Service Plan 2 plus:



• Annual budget and cash flow
• Annual Strategic Review
• Cash flow forecast
• Detailed performance graphs and reports
• Monitoring of cash flows and budgets
• Monthly business review
• Monthly financial reports
• Monthly performance dashboard
• Monthly profit reports
• Monthly tax budgeting advice
• Monthly business advisory / KPI meeting
• Preparation and filing of annual tax return
• Preparation and filing of GST, PAYE and FBT returns
• Quarterly business performance reports
• Quarterly meeting to review business
• Regular management and financial reports
• Strategy formulation and monitoring
  

RENTAL SERVICE PLAN

Rental Service Plan is perfect for property investors. Let James Mathers & Co free up your time by taking care of the essentials to ensure your investment is tax effective and compliant with property tax laws.

Rental Service Plan includes:

• Full set of year-end financial statements
• Preparation and filing of annual tax return
• Year-end business, tax and budgeting advice
• ATO management
• Tax payment reminder service
• Software subscription
• Regular Business Newsletters
• End of year Income Statement
• End of year financials and documentation prepared
• Income tax returns prepared and filed
• Accounting software
• Email and phone support
• Regular tax and business alerts