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Plan and Grow

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25 weeks Cashflow Forecast template (Customisable)

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Trusted

We embrace the trust our clients put in us in dealing with their accounting and business matters. We take this seriously and we constantly update our knowledge, skills and systems to ensure we are top of our craft. We give our utmost attention to their confidentiality.

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Process Driven

In order for us to deliver the highest standards of services to our customers, we understand it is important to standardise processes. We work relentlessly to streamline processes by embracing continuous improvement principles.

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Respected

It is our basic need to be respected. However, we understand that it takes sustained efforts to build good reputation with our clients. In order for us to maintain that reputation we will continuously work on our craft to earn and retain respect from our clients.

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Resourceful

Being helpful is important to us. Plan and Grow was established to be helpful to small business owners. In order to be helpful, we need to cultivate the habit of being resourceful. It is our aim in this business to find answers to our clients' delight.

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  • Profit first methodology January 2, 2021
  • Break Even Analysis for a profitable business operations December 30, 2020

Basic

Suitable for a micro business w/ no payroll
$ 250 +GST/mo

Processed upto 20 customer Invoices

Processed upto 15 supplier Bills

Monthly Bank Reconciliations for upto 2 accounts

Financial reports once a month

Quarterly Zoom call to walk through business performance

Quarterly BAS preparation and facilitation of lodgement with ATO

End of financial year preparation for your accountant

Email Support

Enquire

Standard

Suitable for a small business w/ upto 4 employees
$ 450 +GST/mo

Processed upto 30 customer Invoices

Processed upto 20 supplier Bills

Monthly Bank Reconciliations for upto 3 accounts

Weekly Payroll done for upto 4 employees

Financial reports once a month

Quarterly Zoom call to walk through business performance

Quarterly BAS preparation and facilitation of lodgement with ATO

End of financial year preparation for your accountant

Phone / Email Support

Enquire

Premium

Suitable for small businesses w/ upto 10 staff
$ 750 +GST/mo

Processed upto 50 customer Invoices

Processed upto 35 supplier Bills

Monthly Bank Reconciliations for upto 4 accounts

Weekly Payroll done for upto 10 employees

Financial reports once a month

Deeper analysis into sales, gross margins and inventory

Quarterly Zoom call to walk through business performance

Quarterly BAS preparation and facilitation lodgement with ATO

End of financial year preparation for your accountant

Phone / Email Support

Enquire

Ultimate

Suitable for small businesses w/ upto 15 employees
$ 1250 +GST/mo

Processed upto 75 customer Invoices

Processed upto 50 supplier Bills

Monthly Bank Reconciliations for upto 4 accounts

Weekly Payroll done for upto 15 employees

Weekly Aged Receivables statements

Weekly Aged Payable statements

Monthly Cash Flow statement

Financial reports once a month

Deeper analysis into sales, gross margins and inventory

Monthly Zoom call to walk through business performance

Quarterly BAS preparation and facilitation lodgement with ATO

End of financial year preparation for your accountant

Phone / Email Support

Enquire
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