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
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Service Plan 2
Service Plan 2 is great for small to medium sized businesses with less than 200 transactions per month. Smith Jones 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
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Service Plan 3
If you're serious about growing your business then [Service Plan 3] is for you! Smith Jones 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
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Rental Service Plan
Rental Service Plan is perfect for property investors. Let Smith Jones 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
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