At USEA, our aim is to be your trusted advisor & business partner, and to be with you along your journey. Hence, we have designed our accounting packages below with that in mind so we can cater for your needs at whichever stage your business is in.
We are proud to offer fixed price monthly accounting fee whenever possible to help your business cash flow.
Our fees for the packages below are structured based on your business previous financial year’ turnover.
Click on the find out more button to estimate the accounting fee for your business.
Essential
Includes:
- Annual Financial Accounts
- Annual Tax Return
- Basic Income Tax Returns for Beneficiaries/Directors for 2*
- Review of business structure
- Annual Tax Projection
- Annual Tax Planning
- Division 7a and Directors Loan Issues
- Liasing with ATO
- Limited Phone and Email Support
- Monthly Payment Plan
- Annual meeting – either in person of via Zoom
Suitable for:
Micro or start-up business on Xero who wants annual compliance done
Awareness
Includes:
- Annual Financial Accounts
- Annual Tax Return
- Basic Income Tax Returns for Beneficiaries/Directors for 2*
- Review of business structure
- Annual Tax Projection
- Annual Tax Planning
- Division 7a and Directors Loan Issues
- Liasing with ATO
- Phone and Email Support
- Monthly Payment Plan
+
- 2 Awareness meetings per year - either in person or via Zoom
- Quarterly Awareness business management reports
- BAS & IAS Lodgement
- Quarterly ledger review
- Xero Support
Suitable for:
Established business on Xero who wants annual compliance done plus proactive advice
Progressive
Includes:
- Annual Financial Accounts
- Annual Tax Return
- Basic Income Tax Returns for Beneficiaries/Directors for 2*
- Review of business structure
- Annual Tax Projection
- Annual Tax Planning
- Division 7a and Directors Loan Issues
- Liasing with ATO
- Phone and Email Support
- Monthly Payment Plan
+
- Quarterly Progressive Business meetings per year either in person or via Zoom
- Monthly Progressive business management reports with commentary
- BAS & IAS Lodgement
- Quarterly ledger review
- Xero Support
+
- Annual Cashflow Meeting
- Annual Forecast & Budgeting Business Plan
- Cashflow, Forecasting and Budgeting Report
Suitable for:
Established business on Xero, serious about growth. Business where an off-site CFO is required, with quarterly meeting to full picture of your finances, cashflow and advice.