BOOKKEEPING / TAX / FRACTIONAL CFO
Your books, with a clear plan.
Accounting support for owner-run businesses. Understand the scope, meet the team and choose your next step.
Fictional practice / AI-generated illustrative workspace
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3
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FOCUSED ACCOUNTING SUPPORT
Choose the work you need.
Each service explains what is included, what sits outside the engagement and what to prepare for the first conversation.
Bookkeeping & monthly close
Regular records, reconciliations and a clear monthly handover for an owner-run business.
$490
per month · demo
One business entity, agreed account reconciliations, a monthly report pack and an issue list.
View scope & preparation
Tax preparation
A defined preparation engagement, from a document checklist to the agreed filing handover.
$650
per engagement · demo
An agreed entity and period, a preparation checklist, review of supplied records and the agreed return or adviser handover.
View scope & preparation
Fractional CFO support
A regular planning conversation supported by a clearly scoped forecast and decision pack.
$1900
per month · demo
An agreed planning model, a regular review meeting and a short written record of assumptions and decisions.
View scope & preparation
Payroll coordination
A documented input, review and approval routine for a small team’s payroll work.
$180
per run · demo
An agreed team size, a change checklist, input review and the agreed payroll-provider handover.
View scope & preparation
Catch-up bookkeeping
A bounded project to organise an agreed backlog and document the remaining questions.
Ask for a scoped quote
A defined set of periods and accounts, an opening review, an agreed correction plan and written handover notes.
View scope & preparation
Management reporting
A compact report pack built around the questions an owner asks each month.
Ask for a scoped quote
Agreed source reports, a documented reporting layout, definitions and a discussion of exceptions.
View scope & preparation
ILLUSTRATIVE CASE STUDIES
See how the work comes together.
Fictional examples of the challenge, the agreed work and the handover. Replace with permitted, verifiable client work before claiming real results.
Studios & agencies
A monthly handover for a design studio
A fictional studio replaces an ad-hoc record handover with an agreed monthly routine.
Read the example
Independent professionals
A preparation checklist for an independent consultant
A fictional consultant learns what information belongs in the agreed preparation scope.
Read the example
A SCOPE BEFORE A COMMITMENT
Start with a conversation.
The introductory conversation helps both sides confirm the work, the information needed and the next step.
01 / Tell us what you need
Choose the service closest to your question. Share a short description and a preferred way to talk. No financial documents are needed at this stage.
02 / Define the scope
Discuss the entity, period, available records and responsibilities. Confirm what is included, what is excluded and what needs a separate specialist.
03 / Agree the handover
A real practice sets the engagement terms, information-exchange method and review points before work begins. A form request alone does not appoint an adviser.
ILLUSTRATIVE CUSTOMER WORDING
Clear expectations, from the start.
Fictional demonstration quotes, not customer endorsements. Replace with permitted real reviews or hide the cards before launching your business site.
BEFORE THE FIRST CONVERSATION
A few useful answers.
Who is this practice designed for?
The example practice serves owner-run businesses and independent professionals. A real practice confirms the industries, jurisdictions and work it is authorised to support before engagement.
What is included in a package?
The service and pricing pages show the same included work, exclusions and preparation fields. The entity, period, record quality and deliverables are confirmed in the written scope.
Does a call request confirm an appointment?
No. The standard form requests an introductory conversation. The practice replies to agree a time; the demo does not offer real appointments or monitor requests.
Can I send financial records now?
Please do not send account credentials, tax identifiers, employee information or confidential documents through this initial form. Agree the appropriate exchange method with the actual practice first.
Which qualifications does the practice hold?
This fictional demonstration makes no credential claim. The Team cards include an optional verified-credentials field that stays hidden until a real practice supplies accurate details.
Can you work with our existing adviser?
The example engagement can be scoped around an agreed handover. The actual parties confirm responsibilities and permission to share information; the template does not grant access to records.
A CLEARER START
Talk through the work you need.
Request an introductory conversation. A real practice confirms the fit and the appointment by reply. The fictional demo does not monitor requests.