Service Plans
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. John Dickie & Co can help you improve performance and develop your business so you can focus on what you do best.
Includes everything from Service Plan 1 plus:
- 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 [Service Plan 3] is for you! John Dickie & Co 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
Service Plan 2 is great for small to medium sized businesses with less than 200 transactions per month. John Dickie & Co can help you improve performance and develop your business so you can focus on what you do best.
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
