Sole trader compliance
Quarterly BAS, your individual return with the business schedule, and a monthly look through the file so June isn’t an archaeology dig.
From $95 a monthEx GST · the cheapest thing we doRegistered tax agent · Osborne Park
Your BAS, your company return and someone who answers the phone — fixed monthly, Osborne Park.
We carry the compliance for about 180 Perth small businesses — the number agreed before we start, your call back the same business day.
- Fixed monthly fees agreed in writing before any work starts
- Four people, about 180 small-business clients, one office in Osborne Park
- Years behind? That’s most of what we do — the file review is free
What would we charge you?
Fixed fee, ex GSTThree questions, and no email address to see the answer.
Your fixed monthly fee
$290 a month, ex GST
That’s $3,480 a year, in twelve equal payments.
Top of this estimate$545 a month
What that covers — company, 1–4 staff
- Quarterly BAS prepared, reviewed and lodged
- Company tax return and financial statements each year
- Payroll for 1–4 staff — single touch payroll filed every pay run, and the super run prepared and lodged for you
- Unlimited phone and email — we don’t bill you for asking a question
That is the number we’d put in the engagement letter, and it is the fee for a clean set of books kept up to date. If you’re behind, the catch-up is quoted separately after a free file review — we don’t bury it in the monthly and hope you don’t notice.
What moves the fee. The structure, because a trust means a second set of accounts and its own distribution minutes. The turnover, because more transactions means more reconciling and a longer BAS. And the payroll, because every pay run is a lodgement of its own. Nothing else does — not how often you ring us.
Book a call about this estimateWhat we do, and what it costs
Prices on the page, because you asked before you rang
Every figure below is a real starting fee, ex GST, for a business whose records are in order. Nothing here is a “package” with a metal name on it.
Company compliance
BAS, the company return and financial statements, the director’s return, ASIC annual review reminders, and someone who knows your file before you explain it.
From $185 a monthEx GST · most of our clients sit hereCompany + trust group
Two or three entities that have to agree with each other: consolidated workpapers, distribution minutes drafted before year end rather than chased in September, and one set of numbers, not three.
From $285 a monthEx GST · per group, not per entityIndividual tax return
Salary, rental property, shares, a bit of contracting. Done in an appointment, checked by a second person, lodged the same week.
From $180Ex GST · per returnBAS preparation and lodgement
On its own, if that’s all you want from us. We reconcile the quarter, ask you about the three transactions that look wrong, and lodge.
From $110 a quarterEx GST · standalone, no monthly feeCatch-up bookkeeping
Years of unreconciled bank feeds, a shoebox, or both. We tell you what’s actually outstanding before we tell you a price.
Quoted after a free file reviewNo charge to find out how bad it isPayroll, single touch payroll and superannuation are inside the monthly fee once there are people on the books — you’ll see it in the estimate above as soon as you set the headcount. Audits, disputes and business sales are quoted on scope, because pretending otherwise would be a lie.
Why people move to us
Four things our clients said were missing at the last place
A fixed fee, agreed first
You sign a number, not an hourly rate. If the work genuinely grows — you take on staff, you add a trust — we tell you the new number before we do it.
Your call returned same day
Four people, about 180 clients and a rule about the phone. Ring before 4pm on a business day and you hear back before we go home.
We take the ATO correspondence
Notices, reminders, payment plans, the hold music. It comes to us, and you find out what it was about rather than that it happened.
You keep your own Xero file
It stays in your name, on your subscription. If you ever leave us, your history goes with you and we don’t make it difficult.
A 20-minute call
What you run, what’s outstanding, and the thing that’s actually keeping you up. No pitch.
A free file review
We look at your ATO account and your books and write down what is really there — lodged, unlodged, owing.
A fixed fee in writing
One number a month, what it covers, and the date we start. You decide after you’ve read it, not on the phone.
What clients say
Three of them, in their own words
“We were three BAS behind and I’d stopped opening the mail. They had the lot lodged inside six weeks and set up a payment plan I can actually meet.”
“Same fee every month, and no surprise bill in October. I know what the year costs before it starts, which is more than I could say for the last two.”
“They took us over mid-year without making me move off Xero, and found equipment I’d never had written down properly.”
Where we work
Osborne Park, and we come to you across the metro
Inside the boundary below we’ll sit at your kitchen table or your site office. Outside it, and anywhere else in WA, we work by video, phone and post — about a third of our clients have never been to the office.
On-site suburbs
- Osborne Park
- Balcatta
- Herdsman
- Wembley
- Subiaco
- Perth CBD
- Malaga
- Bayswater
- Midland
- Welshpool
- Canning Vale
- Fremantle
- Joondalup
- Wanneroo
- Ellenbrook
- Rockingham
Questions we actually get asked
Before you ring, the awkward ones
I’m years behind. Is that a problem?
It’s most of what we do. The first job is a free file review: we look at your ATO account and your books, work out exactly what is outstanding, and put a written price and an order of attack in front of you.
Nobody here is going to make you feel stupid about it. The mail stops being frightening once someone else is opening it.
Can you take over mid-year?
Yes, and mid-quarter. We write to your current accountant for the file, there’s some paperwork to authorise us to act for you, and we walk you through it. You keep trading straight through — there’s no reason to wait for 1 July.
Do I have to change software?
No. If you’re on Xero we work in your file. If you’re on something else, we’ll tell you honestly whether it’s costing you anything, and if it isn’t, we leave it alone.
Either way the subscription stays in your name. We’ve never understood practices that hold the file hostage.
What does a tax agent actually do that I can’t?
Carry it. We prepare the work, we lodge it, we take the letters and the phone calls, we argue a position when it needs arguing, and we put our name to it.
Plenty of people do their own return — that’s their right. What you can’t do on your own is hand the follow-up to somebody else, and the follow-up is where the hours go.
How do you charge?
A fixed fee per month, ex GST, agreed in writing before we start, paid by direct debit. There is no hourly rate anywhere in our engagement letter, which is why there is no bill for ringing us.
If the scope genuinely changes, we tell you the new number and you agree to it before the work happens. Never after.
Can you tell me whether I should be a company?
We’ll model it on your own numbers and show you both sides in writing — including what the structure costs to run and administer each year — before you decide anything. That’s advisory work and it’s inside the monthly fee.
Book a 20-minute call
Tell us where you’re up to
Six boxes. It tells us enough to have a useful conversation instead of a discovery interview — and if we’re not the right fit, we’ll say so on the call rather than after the invoice.
Or just ring the office
(08) 9000 0422Mon–Fri, 8:30am–5pm. If we’re with a client, leave a message and you’ll hear back the same day.
Thanks — that’s received.
A partner will call you on the number you gave us before the end of the next business day, and we’ll book the 20-minute review from there. If it’s urgent — a director penalty notice, a garnishee, a deadline this week — ring (08) 9000 0422 and say so.
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