Packages
Three starting points, adjusted to fit
Every package is adjusted after a short call, because no two sets of books are the same.
-
Monthly
Steady
Sole traders and very small teams who want steady, monthly upkeep.
Quoted after a short call
Included
- Bank and card reconciliation
- Receipt capture and matching
- GST coding review
- Quarterly BAS-ready summary for your agent
- Written scope and handover notes
Not included
- BAS or tax return lodgment
- Tax or financial advice
- Payroll processing
- Monthly management reports
-
Monthly
Rhythm
Businesses with staff that want payroll and monthly reports looked after.
Quoted after a short call
Included
- Bank and card reconciliation
- Receipt capture and matching
- GST coding review
- Quarterly BAS-ready summary for your agent
- Written scope and handover notes
- Supplier bill management
- Payroll processing in your software
- Monthly management reports
Not included
- BAS or tax return lodgment
- Tax or financial advice
- Award interpretation or employment advice
-
Project
Catch-up
Books that are months behind and need a clean start.
Quoted after a short call
Included
- Bank and card reconciliation
- Receipt capture and matching
- GST coding review
- Written scope and handover notes
- Records brought up to date in agreed blocks
- Handover, or a move to Steady or Rhythm
Not included
- BAS or tax return lodgment
- Tax or financial advice
- Ongoing monthly work (move to Steady or Rhythm for that)
Packages are quoted after a short call. This is a studio concept, so no prices are listed.
Compare the packages
One table, built from the same lists as the cards above.
| Inclusion | Steady | Rhythm | Catch-up |
|---|---|---|---|
| Bank and card reconciliation | Included | Included | Included |
| Receipt capture and matching | Included | Included | Included |
| GST coding review | Included | Included | Included |
| Quarterly BAS-ready summary for your agent | Included | Included | Not included |
| Written scope and handover notes | Included | Included | Included |
| Supplier bill management | Not included | Included | Not included |
| Payroll processing in your software | Not included | Included | Not included |
| Monthly management reports | Not included | Included | Not included |
| Records brought up to date in agreed blocks | Not included | Not included | Included |
| Handover, or a move to Steady or Rhythm | Not included | Not included | Included |
| BAS or tax return lodgment | Not included | Not included | Not included |
| Tax or financial advice | Not included | Not included | Not included |
Which package fits?
Three questions. The answer is a starting point for a short call, not advice.
Your match appears here
Answer the three questions and the closest package is named, with a link to ask about it.
Questions about scope
A few answers here, and more on the FAQ page.
Do you lodge my BAS?
No. We prepare a BAS-ready summary and records for your registered BAS or tax agent, who reviews and lodges.
What does a package cost?
Packages are quoted after a short call, because no two sets of books are the same. This is a studio concept, so no prices are listed.
Can I change package later?
Yes. The scope is agreed in writing, and moving from Catch-up to Steady or Rhythm is the usual path.
Next step
Ask about a package
Tell us what’s behind and what’s coming up. We’ll suggest the closest fit and what to send first.
Demonstration site. The enquiry form does not send.