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Business Packages

At Capita Business Advisors and Tax Consultants, we offer complete business packages tailored to the size and needs of your business. If you want to comfort and assurance of having trusted advisors, accountants and taxation experts on your side, available to answer your questions on your schedule, then our Business Packages may be right for you.

We offer three Business Packages, so that you can select the one that best suits your needs!

We have packages that provide your business with increasing levels of service and support. Any of our Packages can be tailored to your needs.

Business Deluxe Package – Continual Business Support

Our Business Deluxe Package includes continual business support from your Capita team.

  • Annual Taxation and GST
  • Annual Financial Statements
  • Business Activity Statements (BAS)
  • Tax Assessments & Reminders
  • Annual Tax Planning
  • Year-Round E-mail & Phone Support
  • Annual Review of your Business/Personal Needs is included FREE!

Business Premium Package – Trusted Business Advisor Level

Our Business Premium Advisor Package is suitable for small and medium business who wants ongoing strategic advice and support for growing their business.

In addition to the support you receive at the Deluxe level, you get:

  • Online Accounting Set-Up & Training
  • Monthly Review of your Data Entry
  • Quarterly Budgets
  • Quarterly Management Reports
  • Quarterly Business Strategy Sessions
  • Annual Overview & Planning Strategy Session

Business Complete Package – Virtual CFO Services

If you need a Business Package that goes beyond support and advice to complete management of your accounting, taxation and business strategy needs, our Business Complete Package with Virtual CFO Services is right for you.

In addition to the support and advice of the Deluxe & Premium Levels, you receive:

  • A Virtual CFO dedicated to your business
  • Annual Cash Flow Projections for the coming year
  • Annual Profit Plan for the coming year
  • Annual Benchmark Analysis so you know how your business compares to others in your industry
  • Business Performance Tune-Up Report so you know where you can improve your business performance
  • Monthly Profit Reports
  • Monthly Cash Flow Reports
  • Monthly Management Reports
  • Monthly Business Strategy Sessions

Not sure which Business Package is right for you? See the Comparison Chart below for an at-a-glance overview of the Benefits of each Package.

We can always customise a Business Package just for you.  Ask us how.

Deluxe Premium Complete
Continual Support Trusted Advisor Virtual CFO
Annual Financial Statements
Tax Return Preparation &Lodgment
Year-End Tax Planning Strategy Session
BAS Preparation &Lodgment
Unlimited E-mail & Phone Support
Monthly Data Entry Review
Bank Account Reconciliation
Quarterly Budget Preparation & Review
Quarterly Management Reports
Quarterly Business Strategy Session
Annual Overview & Planning Strategy Session
Annual Cash Flow Forecast
Annual Profit Plan
Annual Benchmark Analysis
Business Performance Tune-Up Report
Monthly Profit Report
Monthly Cash Flow Report – Actual vs. Budgeted
Monthly Management Reports
Monthly Business Strategy Session
Annual Review of Business/Personal Needs Included Included Included

Copyright © 2016 | All Rights Reserved| Capita Business Advisors and Tax Consultants| ABN: 24 509 651 134

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