Service Plans

SERVICE PLAN 1

Service Plan 1 is ideal for small businesses with less than 50 transactions per month, who are just wanting the basics and do not require invoicing.

Service Plan 1 Includes:



• Accounting software subscription and support (Xero, BankLink, MYOB Live or CCH iBizz)
• Annual accounts
• Annual meeting to review business performance
• Annual tax return filed
• Bank Reconciliation
• Email and phone support
• End of year accounts, financials and documentation
• GST Reporting & lodging with ATO
• Income Tax Assessment/Return for ATO
• Income tax reminders
• Income Tax Return and Provisional Tax Management
• Income Tax returns prepared and filed
• ATO management
• Preparation of an annual budget
• Profit & Loss Report
• Regular newsletters
• Tax payment reminder service
• Year-end business, tax and budgeting advice

SERVICE PLAN 2

Service Plan 2 is great for small to medium sized businesses with less than 200 transactions per month. UTA Tax can help you improve performance and develop your business so you can focus on what you do best.

Includes everything from Service Plan 1 plus:

• Accounts Payable
• Accounts Receivable
• Annual profit & cash flow plan
• Annual tax plan
• Assistance with business KPIs
• Bi monthly business performance reports
• Face to face annual business review
• GST preparation and review
• Income Tax Return and Provisional Tax Management
• Monthly tax and business alerts
• Online monthly transaction review
• Regular review of your online transactions and performance feedback
• Regular updates & advice on tax and business issues
• Reporting on Accounts Payable & Accounts Receivable
• Six monthly Business performance reviews and KPI meetings with a partner
• Six monthly meeting with your accountant to review business
• Statutory company and trust administration

SERVICE PLAN 3

If you're serious about growing your business then [Service Plan 3] is for you! UTA Tax will provide you with regular advice and guidance to enable your business to grow.

Includes everything from Service Plan 1 and Service Plan 2 plus:

• Annual budget and cash flow
• Annual Strategic Review
• Cash flow forecast
• Detailed performance graphs and reports
• Monitoring of cash flows and budgets
• Monthly business review
• Monthly financial reports
• Monthly performance dashboard
• Monthly profit reports
• Monthly tax budgeting advice
• Monthly business advisory / KPI meeting
• Preparation and filing of annual tax return
• Preparation and filing of GST, PAYE and FBT returns
• Quarterly business performance reports
• Quarterly meeting to review business
• Regular management and financial reports
• Strategy formulation and monitoring