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.
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:
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:
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.
|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|