Packages
Every business is unique, rather than one size fits all, Custom Bookkeeping & BAS Services will design its service around what you need. Only needing a hand setting up Xero, great, get in touch, Just want someone to check over your BAS before lodging, Not a problem. Or needing someone to take care of all the tracking and inform you of the pertinent outcomes, we can do that too.
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Get in touch for a chat about how Custom Bookkeeping & BAS Services be the best business support crew for your business.
1
Assist
DIY with Support
Perfect for: Small business owners who like to stay hands-on but want expert guidance and peace of mind.
What’s included:
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Monthly file review and feedback
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BAS check and guidance on submissions
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Email support for bookkeeping questions
What it helps you do:
Stay compliant, keep your books tidy, and gain confidence in your DIY bookkeeping.
2
Guide
DIY with Strategy
Perfect for: Business owners who manage their day-to-day bookkeeping but want strategic insights and guidance.
What’s included:
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Everything in Assist
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Financial reports with commentary (P&L, balance sheet, cash flow)
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Budgeting and cash flow support
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Strategic guidance for business decisions
What it helps you do:
Understand your numbers, spot opportunities, and make smarter, informed decisions.
3
Manage
Done-for-You Bookkeeping
Perfect for: Business owners ready to hand over the day-to-day bookkeeping and compliance tasks.
What’s included:
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Full bookkeeping and transaction entry
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Payroll processing and superannuation
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BAS and IAS preparation and lodgement
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Monthly reporting with clear summaries
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Liaison with your accountant as needed
What it helps you do:
Free up your time and gain confidence that your books are accurate and compliant.
4
Partner
Bookkeeping + Insights & Strategic Support
Perfect for: Growing businesses who want deeper financial insight and regular advice for decision-making.
What’s included:
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Everything in Manage
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Monthly management reports with analysis and commentary
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KPI tracking and benchmarking against industry standards
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Quarterly strategy sessions and performance reviews
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Support for financial decisions, forecasting, and planning
What it helps you do:
Turn your numbers into actionable insights and partner with a team that helps your business thrive.
5
Collaborate
Full Business Partnership
Perfect for: Established businesses seeking a complete outsourced finance function.
What’s included:
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Everything in Partner
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Scenario planning and forecasting for growth
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Full strategic advisory support
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Priority support and ongoing financial partnership
What it helps you do:
Have one team handling your bookkeeping, insights, and strategic decisions — freeing you to focus on growing your business.
6
Extras
One-off services and special projects to get your systems set up, reviewed, and integrated so your business runs smoothly.
Perfect for: Business owners who need extra support outside the standard packages — for setup, health checks, or connecting new systems.
What’s included:
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Business Health Check: Review your books, processes, and systems to identify gaps and opportunities.
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Software Setup & Integration: Get Xero, QuickBooks, MYOB, or other business tools set up and connected.
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Workflow & Process Optimisation: Streamline your bookkeeping, invoicing, and reporting processes.
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One-off Projects: Specialised tasks tailored to your business needs (e.g., historical data cleanup, custom reports, payroll setup).
What it helps you do:
Ensure your systems, software, and processes are running efficiently — so your business can operate smoothly and scale with confidence.
