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Fixed Price Accounting

Virtual CFO is our TOP TIER service and suits businesses who want the services of a part time Chief Financial Officer (CFO). This service will seriously challenge your business to move to the next level.

Asset Accounting (QLD) Pty Ltd recommends that you use the Xero Online Accounting System. It suits business owners who are looking for proactive advice to grow and manage their business.

Our Virtual CFO Fixed Price package is tailored to meet the needs of each individual business, but as a price guide this service starts at $1,000 plus GST per month.

This is a top level service and some of our clients would love to use this service, but are not yet able to make the step. Parts of this service can be selected to match your business requirements as and when you need them.

The Full Service

You will be provided with top-shelf financial advice to help you achieve your dreams for your business! We have helped many high net wealth and many high profile clients and we have challenged the way our clients think about their business. Through our Virtual CFO package, we become part of your strategic team and effectively sit on your board as your part time financial controller.

Virtual CFO suits those business owners who want business and financial planning advice, financial and KPI monitoring, regular contact and management consulting. We start with a Strategic Plan and develop an understanding and appreciation of your personal and business goals. Then we prepare a 5 year financial plan to take you there.

We will regularly monitor and report to you on the performance of your business and we will provide you with advice and suggestions to make the right business decisions.

What is Xero?

xero s-s-sXero is an online accounting system designed for businesses and their advisors to work closely together.

tick 12   Incredibly easy to use
tick 12   24/7 access from anywhere using the internet
tick 12   Automatic importing of bank statements
tick 12    Free automatic updates, automatic data backup
tick 12    Unlimited users

Your package includes:

• Proactive business advice every month
• Annual Strategic Planning Meeting
• Annual Cash Flow Forecast & Profit Plan
• Annual Benchmarking Analysis
• Peace of mind that all your annual taxation and GST requirements will be taken care of
• We will complete your:
     o Annual Financial Statements
     o Income Tax Returns
     o Business Activity Statements (BAS)
     o Tax Administration (Tax Assessments and reminders)
• Annual Tax Planning Review, Annual Business and Personal Needs Analysis
• Business Performance Health Check
• Establish and review KPI’s each month as part of monthly Board Meetings
• Regular Management Reports to assist with managing your tax payments, budget and cash flow
• Regular e-mail updates with advice to keep you informed of relevant tax and business issues
• Xero Online Accounting Software

What you get Why is it important?
 Regular PROACTIVE advice and reporting
  • You get a regular update on your financial position rather than waiting until the end of the financial year
  • Supply financial institutions with up to date information to support loan applications
Annual Strategic Planning Meeting
  • Links your personal goals to your business goals
  • Has a long term focus
  • Makes you stop and review your whole business
Annual Cash Flow Forecast & Profit Plan
  • Converts your Strategic Plan into a Financial Plan
  • Focuses on profit and cash flow improvement
  • Provides a benchmark from which to measure actual results
Annual Benchmarking Analysis
  • Your business will be compared to others in your industry
  • Identifies your strengths, weaknesses, opportunities and threats
  • Provides for a competitor analysis
Business Performance Health Check
  • Makes sense of your financial reports and highlights areas of your business that are performing well and those that are not performing well
  • We can use this information to make changes to increase your business profits
Accounting Fees paid monthly
  • Easier cash flow management
An accounting system that is SIMPLE to operate - Xero
  • No specialist knowledge required. We provide you with all training.
GST is taken care of
  • BAS are prepared and lodged by professionals.
Timely preparation of year-end Financial Statements and Tax Returns
  • Peace of mind that your Tax Returns are lodged on time and prepared by professionals.
Enhanced Tax Planning
  • We know how your business is going and can recommend tax strategies and forecast your tax.
Establish and Review KPI’s
  • You receive current data on what is happening financially in your business
  • You can view current trends as they occur
  • You are able to take any necessary corrective action sooner rather than later

Need something different? Ask us about tailoring this package for your unique requirements!

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