Packages

Wouldn’t it be good to know your accounting fees up front, before the work is started?

At Helm Accounting we think it makes sense for you to know in advance what your fee will be. You can seek advice when you need it, preventing you from making costly mistakes.

To help you, we need to know you. That’s why we want our clients to talk to us (frequently) so you can confidently make the right decisions for your business. Our agreed value pricing packages give you peace of mind to seek that advice knowing that it’s not going to be added to your bill at the end of the year. Most accountants will charge you based on a set hourly fee (often worked out to the minute!)

Unfortunately, this also means that many people hesitate before contacting their accountant and don’t seek advice when they should.

We do not watch the clock and charge by the minute. Why would you reward someone for taking longer to complete your work?

Survival Package

The basics. Everything you need to survive the requirements of the tax office.

Package includes:

  • Xero Accountants Edition Subscription
  • Business Financials
  • Business Tax Return
  • Individual Tax Returns (x2)
  • Qtrly BAS Preparation & Lodgement
  • Sounding Board Service from a Helm Accounting Team Member
  • Annual Tax Planning Review & Meeting
  • Annual Personal & Business Needs Review

Speed Package

Your business has grown and you need more than just the basics. We provide the tools & the know-how to get it done faster!

Package includes:

  • Xero Subscription
  • Business Financials
  • Business Tax Return
  • Individual Tax Returns (x2)
  • Quarterly BAS Preparation & Lodgement
  • Sounding Board Service from a Helm Accounting Team Member
  • Annual Tax Planning Review & Meeting
  • Annual Personal & Business Needs Review
  • Quarterly Meeting & Management Reports
  • Cash Flow Budgets & Monitoring
  • EOFY Pmt Summaries & ATO Reporting
  • ASIC Annual Review (including lodgement fee)

Strengthen Package

Our first level business development package, helping you achieve growth & security. We want you to succeed and grow your business.

Package includes:

  • Xero Subscription
  • Business Financials
  • Business Tax Return
  • Monthly / Quarterly BAS Review & Lodgement
  • Unlimited Advice
  • Annual Tax Planning Meeting & Review
  • Monthly Meeting / Telephone Discussion
  • Monthly Management and KPI Reports
  • Cash Flow Budgets
  • Strategy Planning Meeting
  • EOFY Pmt Summaries & ATO Reporting
  • Payroll Tax & Reporting
  • FBT Return
  • ASIC Annual Review (including lodgement fee)

Optimise Package

Keeping the big picture in mind about where you are now and how you want to grow in the future. It’s all about focus, planning and action!

Package includes:

  • Xero Subscription
  • Business Financials
  • Business Tax Return
  • Monthly / Quarterly BAS Review & Lodgement
  • Unlimited Advice
  • Monthly Meeting / Telephone Discussion
  • Monthly Management and KPI Reports
  • Business Plan & Monitoring
  • Cash Flow Budgets & Monitoring
  • Strategic & Business Development Plans and Monitoring
  • EOFY Pmt Summaries & ATO Reporting
  • Payroll Tax & Reporting
  • FBT Return
  • ASIC Annual Review (including lodgement fee)

Build It - Contractor Plus

Your are a Sole Trader who needs more than just the basics. We provide the tools & the know-how to get it done faster!

Package includes:

  • Access to Xero
  • Annual Personal Tax Return with Business Schedule
  • Quarterly BAS Preparation & Lodgement
  • Semi Annual Management Meetings with Dashboard Report
  • Annual Tax Planning Meeting
  • Annual Business Planning Meeting
  • Unlimited short phone calls for General Business Advice

Reduce the hassles of running your business.

Don't pay any more tax than you need to.

What you have to do for the tax department.

How to get in, how and when to get out. How to stop people taking what you've got.

The blueprint to make your business grow.

Taking it home - what about me!