Fixed Price Accounting

Welcome to CMA Accounting and Taxation Services!

At CMA Accounting and Taxation Services we offer a FIXED PRICE accounting and taxation service, which uses Cloud Accounting Systems. It suits small to medium sized business owners who are looking for proactive advice to grow and manage their business.

Our Fixed Price service starts from as little as $200 plus GST per month. Once set up, the monthly fee removes the need for a large end of year accounting bill. Our clients find this very useful for managing their cash flow.

What are Cloud Accounting Systems?

Cloud accounting systems are online accounting systems designed for small to medium businesses and their advisors.

• Incredibly easy to use
• 24/7 access from anywhere using the internet
• Automatic importing of bank statements
• Free automatic updates, automatic data backup
• Unlimited users

Your package includes

• Proactive business advice every month Peace of mind that all your annual taxation and GST requirements are taken care of We will complete your:
  • Annual Financial Statements
  • Income Tax Returns
  • Business Activity Statements (BAS)
  • Tax Administration (Tax Assessments and reminders)
• Annual Business & Personal Needs Review, Annual Tax Planning Review
• Regular Management Reports to assist with managing your tax payments, budget, and cash flow
• Regular updates with advice to keep you informed of relevant tax and business issues
• Cloud Online Accounting Software – We provide you with full training, you input the basic data, we check it

What you get	Why is it important?
Regular PROACTIVE advice and reporting	Current data on what is happening in your business You can view current trends as they occur You are able to take any necessary corrective action sooner rather than later Supply financial institutions with up to date information to support loan applications You get a regular update on your financial position rather than waiting until the end of the financial year
Accounting Fees paid monthly	Easier cash flow management
An accounting system that is SIMPLE to operate – Cloud Systems	No specialist knowledge required. We provide you with all training.
GST is taken care of	BAS are prepared and lodged by professionals.
Timely preparation of year-end Financial Statements and Tax Returns	Peace of mind that your Tax Returns are lodged on time and prepared by professionals.
Enhanced Tax Planning	We know how your business is going and can recommend tax strategies and forecast your tax.

You choose our services!

Simply select the level of service you would like, and we can begin helping you!

Price	Cloud Subscription	Business Basics	Business Essentials	Business Focus
Monthly Xero Starter Subscription (inc GST)	$25
Monthly Xero Subscription (inc GST)	from $50
Initial Xero Setup & Training (exc GST)	$500	$500	$500	$500
Monthly Fixed Price (exc GST)		from $200	from $300	from $750

Services Included:
Annual Financial Statements Preparation
Tax Return Preparation & Lodgement
Unlimited e-mail and Phone support (brief phone calls only)
Tax Planning Review (in April/May)
Preparation & Lodgement of BAS
Online view of cash position
Monthly Review of your data entry
Maintain Fixed Assets Register and calculate Depreciation
Coding and reconciliation of bank accounts
Budgets prepared and reviewed quarterly
Quarterly Management Reports
Quarterly 1 Hour Business Strategy Meeting
Annual Strategic Planning Meeting
Annual 12 Month Cash Flow Forecast & Profit Plan
Annual Benchmarking Analysis
Business Performance Health Check
Monthly Profit & Cash Flow Actual –v- Budget Report
Monthly Management Reports
Monthly 1 Hour Business Strategy / Board Meeting

Bonuses included:
Annual Business and Personal Needs Review	Free	Free	Free
Tax Administration (Tax Assessments and reminders)	Free	Free	Free
Regular E-mail Newsletter	Free	Free	Free

Business Enhancement Services:			Estimate
Strategic Planning Session			$4,400
Customer Advisory Board			$3,850
Business Performance Review			$1,650
Business Succession Plan			$4,400
Business Valuation Report			$3,850
Wealth “Lifestyle” Plan			$2,200