Our services scale as your startup grows. We support you in doing-it-yourself in the beginning, providing streamlined bookkeeping and payroll services, right through to virtual CFO services. We can help you raise funds through R&D tax incentives and R&D financing as well as our financial modelling, startup valuation and capital raising support services. And we’ve got you covered for compliance, tax and employee share schemes.
It’s all wrapped up in our commitment to fixed, transparent pricing and communication so you’ll always know what you’ll get and how much it will cost.
Along with our experience in the startup world, it's our connections that can count for you. We can introduce you to our partner lawyers, grant consultants, insurance brokers and accelerators when the time is right.
Head over to our website for ebooks on startup accounting, tax and funding, as well as our blog, and to stay in touch on events about startup maths, equity, valuation, financial modelling and more.
Please take a look below and book in for a free call when you're ready to chat.
Making sure you're properly set up is important - it's like the building blocks for your startup setting you up for success along the way and when you exit. We work with startup friendly lawyers to do this and handle any shareholder agreements, vesting agreements or anything else you need.
Exact charges will depend on your circumstances.
We can set you up to do your own books when you’re just starting out.
We can also take care of your BAS and ramp right up to a weekly bookkeeping service (when you need it) with email support, quarterly BAS + the Receipt Bank App/email for easy submission / audit trail for receipts and invoices.
Our payroll service covers:
Check out our quick guide for new employers to understand what you need to think about.
When you’re starting out, you just need to get your tax returns done. We’ve got you covered with our core tax services.
As you grow, we can also advise you on how to structure your tax affairs more efficiently and cost-effectively, and what to do if expanding overseas.
We can also support you in lodging your application to the ATO for recognition as an Early Stage Innovation Company (ESIC) which allows investors to get tax breaks by investing into startups.
And to meet your ASIC obligations, we work with Boardroom Limited for Registered Office, ASIC Agent and Company Secretarial Services.
Company tax returns:
Trust tax returns:
Individual tax returns:
ESIC review and lodgement support services
ASIC Services - budget around:
Unlike other providers, our R&D pricing is fixed and transparent. We've partnered with experts so we can maximise your return (which can be up to 43.5% of your R&D expenditure).
For smaller claims, we’ve partnered with Clearpoint Ventures for a more supported self-service approach. Clearpoint Ventures will work with you in either two or five sessions to: define the project scope, guide you on preparation, review your self-prepared claim and assist you in lodging R&D Registration with AusIndustry. And we'll prepare the R&D Tax Schedule. The pricing is:
We also work with PwC's Nifty Grants, which comes with the service delivery, support and initial audit response you’d expect from a leading professional services firm. The pricing for this is tiered:
And don't worry, this service comes with a no win-no fee guarantee. There’s more info on how this service works here.
Forward funding your R&D
We also work with financiers who consider forward financing - loaning you the money in advance - for future R&D claims.
This has been a cash lifeline for many of our clients, including some who haven't previously submitted an R&D claim.
The costs for this depend on your situation, but there is an upfront application fee, monthly interest and you need to pay the loan back as soon as your R&D tax return is in.
We are experienced startup savvy CFOs and we have a growing network of other CFO partners. Here’s an overview of our vCFO services:
Capital raising support services:
We work with leading startup valuation provider, Equidam, to provide valuations, which include:
Here’s a sample of the valuation report, to give you an idea of what it includes.
We also work with clients as they grow by providing:
We can tailor any of these services to your needs - just let us know.