Partner oversight and senior advisory support for your engagement.
TAX · ACCOUNTING · ADVISORY
The right level of support.
Four levels of ongoing support designed around where your business is today — and how involved you would like PRATT Partners to be as the business develops.
PREPARED FOR
GOOD MATES REMOVALS PTY LTD
SERVICE
ONGOING TAX · ACCOUNTING · ADVISORY
PRATT PARTNERS
SYDNEY · GOLD COAST
YOUR ADVISORY TEAM
Senior oversight. A team behind you.
Responsible for coordinating the day-to-day accounting and compliance aspects of the engagement.
01 · OUR DISCUSSION
What we heard.
The priority is not simply preparing tax returns. It is creating greater confidence around the business, its structure, compliance obligations and the decisions being made as it continues to grow.
Structure
Consider whether the existing company and asset ownership arrangements remain appropriate as the business develops.
Contractors
Consider material contractor, superannuation, payroll-related and other compliance risks requiring further attention.
Protection
Improve visibility over business risks, insurance, customer payment exposure and areas where specialist advice may be appropriate.
Performance
Better understand margins, cash flow, operating costs and other financial pressures as the business grows.
Tax
Move from dealing with tax only after year end to considering material tax issues earlier where the selected service level provides for this.
Peace of mind
Establish an accounting relationship with clear scope, greater visibility and access to appropriate support when matters arise.
This reflects our preliminary understanding from our discussions. Specific advice will depend on the relevant facts, applicable law and final agreed scope.
RECOMMENDED FOR GOOD MATES
Stay ahead, rather than catch up.
OUR SUGGESTED STARTING POINT
Growth Advisory
$625
+ GST / month
12-month professional fee: $7,500 + GST
Based on our initial discussions, Growth Advisory provides a balanced level of support — your core accounting and tax compliance is handled while also providing proactive tax planning and appropriate access to PRATT Partners throughout the year.
If you would prefer to first understand the existing structure and risk position before committing to broader advisory support, the Initial Review + Essential option provides an alternative starting point.
Recommendation based on the information presently available and subject to the final agreed scope.
FIND YOUR FIT
What sounds most like you?
Select the statement that best reflects the relationship you want with your accountant.
02 · SERVICE OPTIONS
Compare all service options.
Compare all four service options below. Each provides a different level of accounting, tax and advisory support, allowing you to choose the level of involvement that best suits the business.
SWIPE TO COMPARE
← →
01
ESSENTIAL
$415
+ GST
/ month
/ month
Essential Compliance
The essentials, professionally managed.
Annual professional fee: $4,980 + GST
INCLUDED
- Annual Financial Statements & Company Tax Return Preparation of annual financial statements and company income tax return, including year-end adjustments, tax reconciliation, depreciation review, material balance sheet reconciliations, calculation of the company's income tax position and electronic lodgement following approval.
- Quarterly Business Activity Statements Preparation and lodgement of quarterly BAS from the accounting records provided, including review of relevant GST and PAYG information and notification of the amount payable or refundable prior to lodgement.
- Taxable Payments Annual Report
- ASIC Annual Review & Registered Office Receipt and review of the company's ASIC annual statement, preparation of the annual solvency resolution, maintenance of relevant company records provided to us, annual review correspondence and acting as the company's registered office.
- Routine ATO correspondence arising directly from included services.
- Access to PRATT Partners' specialist support and referral network where appropriate.
BAS preparation assumes the underlying accounting records are reasonably complete and reconciled. Bookkeeping, transaction coding, payroll processing and substantial correction or reconstruction of accounting records are not included unless specifically stated.
BEST SUITED TO
Businesses primarily seeking reliable accounting, tax and corporate compliance.
RELATIONSHIPCore compliance with access to the broader PRATT Partners support network where required.
02
REVIEW FIRST
INITIAL REVIEW
$1,500
+ GST once-off
then $415 + GST / month
then $415 + GST / month
Review, Resolve & Maintain
Understand where you stand first.
First-year professional fees: $6,480 + GST
INITIAL REVIEW
- Tax, accounting and business structure review.
- Review of company structure and asset ownership.
- High-level contractor, superannuation and compliance risk review.
- Identification of material tax and structural matters.
- Recommended implementation pathway where appropriate.
- Follow-up meeting to discuss findings.
Everything contained in Essential Compliance.
BEST SUITED TO
Businesses wanting clarity around the current position before determining whether broader advisory support is required.
STARTING POINTUseful where there may be historical, structural or compliance issues to understand before moving into a longer-term advisory relationship.
RECOMMENDED FOR GOOD MATES
03
PROACTIVE
$625
+ GST
/ month
/ month
Growth Advisory
Stay ahead, rather than catch up.
Annual professional fee: $7,500 + GST
$210 + GST MORE PER MONTH THAN ESSENTIAL
Adds proactive tax planning and ongoing tax support.
EVERYTHING IN ESSENTIAL, PLUS
- Annual Tax Planning Review
- Year-end tax planning before 30 June.
- Review of company tax position and PAYG instalments.
- Review of retained profits and dividend opportunities.
- Review of shareholder and director loan accounts.
- Review of material asset purchases and depreciation.
- Reasonable access for routine tax and accounting discussions within the agreed scope.
- Proactive identification of material tax and compliance matters arising through agreed services.
- Year-End Review Review of the annual financial and tax position, with practical observations and recommendations arising from the year-end work.
BEST SUITED TO
Growing owner-managed businesses that want to anticipate tax issues rather than only address them after year end.
RELATIONSHIPGreater year-round access and proactive tax oversight without moving to a full strategic advisory relationship.
04
PRIVATE ADVISORY
$1,500
+ GST
/ month · from
/ month · from
Strategic Business Advisory
Greater oversight. Greater access.
Annual professional fee: from $18,000 + GST
QUARTERLY
business reviews
YEAR-ROUND
senior access
FORWARD-LOOKING
tax · cash flow · risk · growth
EVERYTHING IN GROWTH, PLUS
- Quarterly management and advisory meetings.
- Financial performance and agreed KPI review.
- Revenue, gross profit and margin analysis.
- Cash flow and working capital review.
- Review of material operating-cost movements.
- Major asset purchase and finance discussions from an accounting and tax perspective.
- Ongoing business structure and asset-protection considerations within scope.
- Contractor and employment-related tax and compliance discussions.
- Growth, acquisitions, succession and exit discussions.
- Priority senior advisory support for significant business decisions within scope.
- Year-End Review Review of the annual financial and tax position, with practical observations and recommendations arising from the year-end work.
THE DIFFERENCE
Designed for owners who want an adviser involved before important decisions are made — not only after the financial year has ended.
COORDINATED ADVISORYWhere appropriate, we can help coordinate input from lawyers, insurance brokers, finance brokers, financial advisers and other specialists.
03 · SUPPORT AROUND YOUR BUSINESS
One relationship. Broader support when required.
Where a matter requires expertise outside the agreed accounting and tax scope, we can help identify the appropriate next step and, with your authority, coordinate with relevant specialists.
ATO Support
Access to our dedicated ATO liaison support for routine ATO matters arising within the agreed engagement.
Corporate Secretarial
Access to our corporate secretarial team for ASIC administration, company incorporations and entity establishment requirements.
Legal Advice
Referral to appropriately qualified lawyers for contracts, commercial documentation, employment, asset-protection and other legal matters.
Insurance Review
Referral to an appropriate insurance broker to consider relevant business and personal insurance requirements.
Financial Planning
Referral to an appropriately licensed financial adviser for tailored personal financial planning advice.
SMSF & Superannuation
Access to specialist SMSF and superannuation support where fund-specific or specialist advice is required.
Finance & Lending
Referral to an appropriately licensed mortgage or finance broker for business, equipment, property and other lending requirements where required.
04 · OPTIONAL PROTECTION
Accountancy Insurance.
We can also arrange access to our optional Accountancy Insurance offering, designed to assist with eligible professional costs arising from ATO and other regulatory reviews, audits and enquiries.
ANNUAL TURNOVER
Under $1m
$271 + GST
Indicative annual premium
ANNUAL TURNOVER
$1m – $5m
$635 + GST
Indicative annual premium
PROFESSIONAL FEE COVER
Up to $20,000
Subject to policy terms, limits,
conditions, exclusions and eligibility.
RECENT CLAIM CATEGORIES
01
Payroll Tax — All States
15.23%
02
BAS — Pre & Post Assessment
13.99%
03
Income Tax — Full / General / Combined
10.70%Accountancy Insurance is optional and separate from our professional fees. Premiums and cover shown are indicative only and are subject to the insurer's policy terms, limits, conditions, exclusions, eligibility requirements and applicable turnover classification.
If you hold another insurance policy or membership arrangement that may provide professional fee assistance in connection with an ATO or regulatory review, please let us know. You remain responsible for our professional fees irrespective of whether some or all of those fees may subsequently be recoverable from another party.
05 · CLEAR EXPECTATIONS
Clear scope. No surprises.
Monthly pricing and annual engagement
Monthly amounts are presented to make the ongoing investment easier to understand. Unless expressly stated otherwise, the underlying service is an annual engagement and the corresponding annual professional fee is shown with each package.
Monthly billing arrangements and commencement dates will be confirmed in the formal engagement documentation.
Important engagement assumptions
The quoted fees and scope are based on the information currently available to us and assume:
- there are no material or unusual transactions or circumstances of which we have not been made aware;
- the accounting records supplied to us are reasonably complete, accurate and reconciled, except where maintaining those records is expressly included in our scope; and
- requested information and approvals are provided within a reasonable timeframe to enable us to meet applicable lodgement and reporting deadlines.
If the circumstances or scope materially differ from these assumptions, we will discuss any additional work and associated fees before undertaking material work outside the agreed scope.
Bookkeeping & payroll support
Where required, we can separately scope ongoing bookkeeping and payroll support, including transaction coding, bank and credit card reconciliations, payroll processing, STP reporting and maintenance of accounting records.
The scope and fee will depend on transaction volumes, number of accounts, payroll requirements and the condition of the existing accounting records.
Annual fee review
Fees may be reviewed annually having regard to CPI, changes in scope, complexity, transaction volume, service requirements and other relevant circumstances.
Disbursements and subscriptions
A 5% disbursement charge applies to our professional fees, together with applicable subscriptions and third-party expenses incurred on your behalf, including Xero subscriptions where applicable.
Work outside the agreed scope & hourly rates
Work outside the agreed package or a separately agreed fixed-fee engagement may be charged at our applicable hourly rates. Where practicable, we will discuss material additional work with you before proceeding.
Partner
$450 / hour
Manager
$350 / hour
Senior Accountant
$250 / hour
Intermediate Accountant
$200 / hour
Junior Accountant
$150 / hour
Support
$125 / hour
Matters requiring separate scope
Material restructuring, legal documentation, detailed asset-protection advice, historical remediation, substantial bookkeeping correction, ATO audits or reviews, objections, valuations and specialist tax advice are separately scoped unless expressly included.
Specialist referrals
Where specialist advice is appropriate, we may introduce an external professional. The external adviser acts under their own engagement and remains responsible for their advice and services.
Appropriate authority will be obtained before confidential client information is provided to an external adviser, except where disclosure is otherwise required or permitted by law.
If PRATT Partners receives, pays or is otherwise entitled to a referral fee, commission or other material benefit, any disclosure required under applicable professional and ethical requirements will be made.
Client responsibilities
Our work will rely on information, records and explanations provided by you and information otherwise available to us.
You remain responsible for providing complete, accurate and timely information relevant to the services.
No audit or assurance
Unless expressly agreed otherwise, the preparation of financial statements, tax returns and related work under this proposal does not constitute an audit or review and no audit or assurance opinion is expressed.
Formal engagement
This proposal summarises the proposed commercial scope and fees. The engagement remains subject to PRATT Partners' Terms of Engagement and any entity-specific engagement documentation provided.
Those documents address the responsibilities of each party, confidentiality, privacy, professional obligations, billing, records, conflicts, termination, dispute resolution and other conditions applying to the engagement.
07 · YOUR SELECTION
Ready to move forward?
Select your preferred service level and provide your details. We will prepare the appropriate engagement documentation and contact you regarding the next steps.
PROPOSAL VALIDITY
Pricing is based on the scope presently understood and remains available for selection until 30 September 2026, unless otherwise agreed.
NO PAYMENT REQUIRED TODAY
Selecting a package simply records your preferred service level so we can prepare the appropriate engagement documentation.
YOUR PREFERRED SERVICE
Select a package above
Your preferred service and fee will appear here.
YOUR PREFERRED SERVICE
SELECTION RECEIVED
Thank you. We'll take it from here.
Your preferred service has been received. We will prepare the appropriate engagement documentation and contact you regarding the next steps.
SELECTED SERVICE
