🌿 Basic Plan Retainer – $89/month

✅ Who This Plan is For

🔹 Annual revenue is under $75,000

🔹 Fewer than 110 transactions per month

🔹You're doing your own bookkeeping

🔹You want to save money without giving up expert support

🔹Your business is new or still relatively small/stable (typically within the first 3–4 years)

🔹You're open to learning, and want help if/when needed

🔁 Upgrade Option: Add Bookkeeping

🔸Additional +$150/month We handle your monthly bookkeeping for you, so you can focus on your business. You can switch at any time.

🧾 One-Time Setup Fee

🔸$100 to Custom Price Need help setting up your accounting software or restructuring your Chart of Accounts? We’ll quote this upfront and keep it transparent.

🚫 What’s Not Included

🔹 We don’t enter or reconcile transactions unless you upgrade

🔹 We don’t handle tax or BAS lodgement in this plan

🔹This plan doesn’t cover messy, backlogged, or error-filled records

🔹Historical catch-up or compliance work requires a separate quote

💡 What’s Included

🔸Basic Chart of Accounts setup (guided or done-for-you)

🔸Email/chat support: Once per business day

🔸Phone/video calls: Up to 2 hours per week

🔸General guidance on reports, categorisation, and compliance

🔸Tools and resources to help manage your books confidently

🔸Upgrade flexibility as your business grows

“Ready to get started? Just a few details from you and we’ll take care of the rest.”