
Reconciliations, invoicing, BAS preparation, and custom reporting
Payroll support and system integration
Strategic reviews and expert guidance to keep your business moving forward
BAS, IAS, tax returns, and ASIC compliance
Annual tax planning and strategic review meetings
Dedicated accountant with access to specialist support
Ongoing advisory to keep you ahead
Tailored reports, forecasts, and KPI dashboards
Monthly and quarterly strategy sessions
Pricing, profitability, and cashflow planning
CFO-level insight to drive growth and long-term wealth
PER MONTH
Bank & Credit Card Reconciliation
Chart of Accounts Maintenance
Invoicing Entry (AP/AR)
Allocate/Categorize Transactions
Digital Receipts Management
Support & Strategy
Monthly Performance Reports
Budget vs Actual Tracking
12-Week Cash Flow Forecast
Monthly Advisory Meetings
RECOMMENDED
FROM
PER MONTH
Bookkeeping Setup (One-Time)
Bank & Credit Card Reconciliation
Chart of Accounts Maintenance
Invoicing Entry (AP/AR)
Allocate/Categorize Transactions
Digital Receipts Management
Advanced Financials
Monthly P&L + Balance Sheet
Aged Payables / Receivables Reports
Customised Financial Reports
BAS Preparation & Review
Payroll (Optional)
Payroll Setup & Processing
PAYG, Super, STP Compliance
Support & Strategy
Email Support
Quarterly Review Meeting
Assigned Bookkeeping Manager
Supplier Payments & Payables Mgmt
Sales & Receivables Tracking
FROM
PER MONTH
Bookkeeping Setup (One-Time)
Bank & Credit Card Reconciliation
Chart of Accounts Maintenance
Invoicing Entry (AP/AR)
Allocate/Categorize Transactions
Digital Receipts Management
Advanced Financials
Monthly P&L + Balance Sheet
Aged Payables / Receivables Reports
Customised Financial Reports
BAS Preparation & Review
Payroll (Optional)
Payroll Setup & Processing
PAYG, Super, STP Compliance
Support & Strategy
Email Support
Quarterly Review Meeting
Assigned Bookkeeping Manager
Supplier Payments & Payables Mgmt
Sales & Receivables Tracking
Business Process Mapping
Full System Integration Setup
Ad-hoc Support & Strategic Bookkeeping
Direct Access to Senior Advisor
PER MONTH
BAS & IAS Lodgement
Tax Return & Financials (1 entry)
RECOMMENDED
FROM
PER MONTH
BAS & IAS Lodgement
Tax Return & Financials (2 entries)
ASIC Compliance
Annual Tax Planning
CGT, FBT, and TPAR
1x Annual Tax Meeting
Dedicated Accountant
FROM
PER MONTH
BAS & IAS Lodgement
Tax Return & Financials (3 entries)
ASIC Compliance
Annual Tax Planning
CGT, FBT, and TPAR
1x Annual Tax Meeting
Dedicated Accountant
General Advisory and Payroll Tax
Access to Specialists
3x Annual Meetings
Partner Mobile Access
PER MONTH
Monthly Performance Reports
Budget vs Actual Tracking
Cash Flow Forecast (12-week)
Monthly Advisory Meeting
RECOMMENDED
FROM
PER MONTH
Monthly Performance Reports
Budget vs Actual Tracking
Cash Flow Forecast (12-week)
Rolling 12-Month Financial Forecast
KPI Dashboard (Custom Setup)
Cost & Margin Analysis
Monthly Advisory Meeting
Strategic Planning Quarterly
Pricing Strategy Review
Offer/Service Profitability Review
Team Efficiency Audit
Sales/Marketing ROI Review
Strategic Finance Function Build
Capital Structure / Wealth Sequencing
FROM
PER MONTH
Monthly Performance Reports
Budget vs Actual Tracking
Cash Flow Forecast (12-week)
Rolling 12-Month Financial Forecast
KPI Dashboard
(Custom Setup)
Cost & Margin Analysis
Monthly Advisory Meeting
Strategic Planning Quarterly
CFO Sprint Calls (as needed)
Board Pack & Presentation
Exit/Acquisition Planning
Pricing Strategy Review
Offer/Service Profitability Review
Team Efficiency Audit
Sales/Marketing ROI Review
Strategic Finance Function Build
Capital Structure / Wealth Sequencing
ABN Registration
Pty Ltd Setup
Trust + Individual Trustee
SMSF with Trustee
Company/Trust Setup (incl. ASIC + ABN/GST)
ASIC Form & Minute Changes
Registered Office Service
Share/Unit Registry Maintenance
Year-End STP Finalisation
Payroll Tax Registration
WorkCover Management
Additional Payroll Setup
Job Action Plan
Small Biz Grant (VIC)
Trademark Registration
Business Name Registration
1:1 Structuring Consult
Software Training
Scenario Planning Session
Custom Dashboards
Dividend Statements
Annual FBT Return
Local Director Services
Trust Minutes

CONTACT US
14 Wormald St., Symonston,
ACT, 2609
EMAIL & PHONE
PH (02) 6189 0707
OFFICE HOURS
Monday – Friday: 9am – 5pm
Saturday – Sunday: Closed
© 2026 Mclean Leslie & Champion
