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. Connolly & Assoc can help you improve performance and develop your business so you can focus on what you do best.

Service Plan 2 Includes:

  • 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 this is the plan for you! Connolly & Associates 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 Connolly & Assoc 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