Efficiency Partners are experienced certified bookkeepers operating fixed fee pricing so you know exactly where you stand. This means, no surprise invoices and certainty around bookkeeping rates. We understand that not all business requirements will fall into one of the below packages. So please call one of our friendly team today to discuss a customised package to suit your needs.
| DIY | DELEGATE | DIAMOND | |
|---|---|---|---|
| Essential Support | |||
| Unlimited Phone Support | ✔ | ✔ | ✔ |
| Unlimited Email Support | ✔ | ✔ | |
| Setup of online filing system | ✔ | ✔ | |
| Monthly Balance Sheet Reconciliations | ✔ | ✔ | ✔ |
| Preparation and Lodgment of your monthly or quarterly BAS | ✔ | ✔ | ✔ |
| Preparation and Lodgment of your monthly IAS | ✔ | ✔ | ✔ |
| Preparation of year-end work papers pack for your accountant | ✔ | ✔ | ✔ |
| Year-end adjustments to your file to align with your tax agent | ✔ | ✔ | ✔ |
| Discussions with your tax agent as required | ✔ | ✔ | |
| Discussions with the tax office as needed on BAS related matters | ✔ | ✔ | ✔ |
| Bank Reconciliations | |||
| Bank Reconciliations | ✔ | ✔ | |
| Credit Card Reconciliations | ✔ | ✔ | |
| Customer | |||
| Preparation and issuing of customer invoices | ✔ | ||
| Processing of Customer Receipts | ✔ | ✔ | |
| Suppliers | |||
| Supplier invoice entry | ✔ | ✔ | |
| Supplier payment runs | ✔ | ✔ | |
| Monthly | As Required | ||
| Receipt Bank Add on | ✔ | ✔ | |
| Payroll | |||
| Payroll Processing as per your requirement | ✔ | ✔ | |
| Up to 10 employees | Up to 20 employees | ||
| Superannuation Calculations | ✔ | ✔ | |
| Annual Payroll reconciliations, payment summaries & ATO compliance | ✔ | ✔ | |
| Knowing your Numbers | |||
| Monthly Financial Reports | ✔ | ✔ | ✔ |
| Monthly Finance Meeting – 1 Hour (Online) | ✔ | ||
| Cashflow Reporting | ✔ | ||
| Budgeting | ✔ | ||
| Enquire | Enquire | Enquire | |
Additions:
- Payroll – If you require additional employees to be added to your package this can be discussed
- Services and Reporting outside of the above can be discussed on an as needs basis
- Xero Setup & Customisation – $550 once of charge
- Xero Training – $140 per hour
We speak your language and understand your pain points
Call us on 1300 77 69 56 or email allison@efficiencypartners.com.au