Two (2) meetings per year:

1. Financial review after completion of Tax Return and Financial reports
2. Tax Planning & Goal Setting session in last quarter of the financial year

It includes preparation of:

• Annual Tax returns and Financial Statements
• BAS/IAS (if applicable)
• FBT return (if applicable)
• ASIC Corporate Compliance (if applicable)

Four (4) meetings per year:

1. 1st Quarter: Implementation of Budgets and setting of KPIs
2. 2nd Quarter: Review of financial performance and Annual General Meeting
3. 3rd Quarter: Quarterly performance review and alignment session
4. 4th Quarter: Tax Planning & Goal Setting session

It includes everything in
Compliance Plus and

• Education about understanding of Financial reports
• Implementation of budgets and cashflows
• An in-depth look at 6 Key Business Drivers
  - Income
  - Gross Margin
  - Expenses
  - Debtors
  - Creditors
  - Inventory
• Setting of monthly KPIs

Annual Half Day Strategy Session with a minimum of 12 meetings per year.

It includes everything in Growth Plus and implementation of the outcomes of the strategy session and includes:

• 90 Day Business Plans
• Leadership training
• SWOT analysis
• Operational systems and processes
• Effective sales techniques
• Marketing analysis and strategies
• Team Analysis - recruitment, development and structure
• Accountability and mentoring