PACKAGES & FEES
Xero Bookkeeping & Business Solutions for Small Business
$250
Incl GST
Our process
Initial Xero File Review
When you engage us as your bookkeeping team, we wish to be as transparent with you as possible. Before entering a fixed-fee monthly bookkeeping package, we will review and audit your Xero file, and provide you with a “health check/diagnosis.” This process allows us to gain greater insight into your business, review historical data, point out any discrepancies, and provide process improvements and recommendations moving forward.
Health check items include:
Bank Balance Reconciliation: Xero vs PDF Bank Statements
Review Balance Sheet Reconciliations
Review Bank Reconciliation Summary
Bank rules review
Review GST/GST Free transactions
Review Chart of Accounts
Review Clearing and Suspense Accounts
Review external software integration (s)
Review Stripe/PayPal accounts
Review prior years' STP finalisation
Review payroll
$99
Incl GST
FEES
Bookkeeping Hourly Rate
Once we have completed the health check, we will provide you with a report outlining any discrepancies (if any). We will provide a brief time and cost to get your file in top condition. Bookkeeping clean-ups will be charged hourly, $99 per hour inc GST, and 50% of the fee will be required upfront. We accept credit cards, excluding surcharges and bank transfers.
Our ad hoc and clean-up bookkeeping hourly rate is $99 per hour, inc GST; we generally work with you in your business for the first eight weeks to better understand your systems and processes before entering into a fixed-fee monthly retainer.
SOLUTIONS
Our Monthly Bookkeeping Packages
Solopreneur
from $390 per month incl GST
Includes:
• Xero management
• Bank account reconciliations up to 2 bank accounts
• Balance Sheet Reconciliations
• Monthly Profit & Loss Reports
• Quarterly Business Activity Statements
• Year-end BAS reconciliation and adjustments
• Quarterly 30-minute online meeting
• General Email support
Additional Add-ons available outside of the above package:
• Invoice generation & management
• PayPal account management & reconciliation
• Establish payroll (set up)
• Process payroll, STP & superannuation processing
• Monthly Instalment Activity Statement Lodgement
• Monthly SRO Payroll Tax Lodgement
• Additional customised reporting
• Additional online meetings
• Customised/anything extra– just ask us!
Peace of Mind + BAS Lodgement
from $160 per month incl GST
(For those who prefer to DIY their business bookkeeping)
Includes:
• Monthly Xero review for up to 2 bank accounts
• Lodgement of quarterly Business Activity Statements
• Quarterly 30-minute online Zoom meeting
• Email support
Are you managing your own bookkeeping but want peace of mind knowing that your Xero file is reviewed by an experienced Xero bookkeeper and registered BAS agent each month? Let us review and support you monthly, provide feedback, and take the BAS lodgement burden off your shoulders.
Please note:
The client is to take action on any transaction changes. The file must be ready for review by the 15th of each month. A monthly subscription will be established via Stripe and debited on the 1st of each month. The pro-rata amount will be invoiced directly. This excludes businesses using online payment gateways such as Tyro, Eway, eBay, Amazon, and PayPal. Stripe is okay, proving read-only access is provided.
Team
from $780 per month incl GST
Includes:
• Xero management
• Bank account reconciliations for multiple accounts
• Payroll for less than 5 employees
• Email inbox management (accounts only)
• Accounts Payable
• Balance Sheet Reconciliations
• Monthly Profit and Loss Reports
• Quarterly Business Activity Statements
• Annual WorkCover review & lodgement
• Year-end BAS reconciliation and adjustments
• Monthly 30-minute online meeting
• Email support
Additional Add-ons available outside of the above package:
• Invoice generation & management
• Management of external CRMs, databases and systems
• Trust Account & PayPal reconciliations
• Establish payroll (Set up)
• Additional payroll, STP & superannuation processing
• Monthly Instalment Activity Statement Lodgement
• Monthly SRO Payroll Tax Lodegment
• Customised/anything extra– just ask us!
Growth
from $2,340 per month incl GST
Team Package Plus:
• External CRM management (invoicing)
• Xero management for multiple bank accounts
• Bank account reconciliations
• Weekly, Fortnightly, Monthly Payroll, STP & super processing
• Weekly/Fortnightly Accounts Payables
• Balance Sheet Reconciliations
• Monthly Profit and Loss Reports
• Monthly Instalment Activity Statements
• Quarterly Business Activity Statements
• Year-end BAS reconciliation and adjustments
• Annual Work Cover lodgement
• Fortnightly 30-minute online meeting
• Email support
Additional Add-ons available outside of the above package:
• Monthly payroll tax processing & lodgement
• Monthly debtor management (statements/invoice reminders, via email only)
• Annual Taxable Payments Lodgement
ENTERPRISE – custom pricing, let’s chat!
Xero Training from
$199
Incl GST
FEES
Personalised XERO Training
& Set up Hourly Rate
If you require assistance setting up XERO, migrating from another software, XERO support, or one-on-one personalised XERO Training to get the most out of your subscription, The Kartel Solution is here to help!
BUSINESS ADVISORY
Are you seeking mind, time & financial freedom?
Our customised business advisory services are tailored to address your unique business challenges. We do not offer a one-size-fits-all option. Reach out to us today to explore how we can assist you in gaining a deeper understanding of your financial results and their impact on your business, enabling you to make more informed decisions.
MORE TO DISCOVER
A LITTLE LEARNING
Our library of blog articles.
RESOURCES
Free Bookkeeping resources for business owners.
SAY HI
We’d love to hear from you.
Registered BAS Agent | Diploma in Accounting | Masters in Business Administration | Xero Expert