Fees

OAK Business Services provides tailored solutions to meet your unique needs. Our customised services cater to both businesses and individuals.

Our guide outlines commonly requested services and fees. We encourage you to contact us for a personalised consultation. Let's discuss how our services can support you and provide an estimated fee specific to your needs.

We look forward to collaborating with you to achieve your goals. Reach out to us anytime - we're here to help!

Individual Tax Return

  • Preparation of Income Tax Return & Associated Schedules (Investments, Trusts, Rentals, Overseas Income, etc).

  • Electronic Lodgement of Income Tax Return.

  • Review of ATO Notice of Assessment to ensure correct tax calculation.

  • Discussion of tax return outcome.

    Starting from $225 + GST

Sole trader individual tax return

  • Review of accounting software reports.

  • If required, year end adjustments to accounting software.

  • Preparation of Income Tax Return & Associated Schedules (Investments, Trusts, Rentals, Overseas Income, etc).

  • Electronic Lodgement of Income Tax Return.

  • Review of ATO Notice of Assessment to ensure correct tax calculation.

  • Discussion of business performance and tax return outcome.

    Starting from $470 + GST

Company tax return

Trading Trust Tax Return

Partnership Tax Return

  • Review of accounting software reports.

  • If required, year end adjustments to accounting software.

  • Preparation of company financial statements.

  • Preparation and lodgement of company tax return per ATO guidelines.

  • Preparation of tax reconciliation and other schedules where required.

  • Discussion of business performance and tax return outcome.

    Starting from $1,500 + GST

Bookkeeping

  • Monthly reconciliation of bank and credit card statements.

  • Monthly reconciliation accounts receivable and accounts payable.

  • Paperless Payables – Supplier invoices and receipts imported via online software

  • Debtor reminders

  • Maintain data feeds into your accounting software files

  • Troubleshooting & support

    Starting from $250 + GST per month

virtual cfo

  • Oversee your accounting systems to ensure proper bookkeeping and reporting

  • Monitor the financial health and well-being of the business.

  • Budgets and forecasts to help measure business performance.

  • Help managing and forecasting cash flow assumptions and needs.

  • Guidance in strategic planning relating to growth and expansion.

  • Financial insight and guidance on all company decisions and issues.

    Starting from $750 + GST per month

consulting

  • Project management.

  • Process improvement.

  • Bespoke consulting.

    Starting from $140 + GST per hour

get my books out of trouble!

  • Review business setup and processes in accounting software.

  • Identify scope of work and issues in accounting software.

  • Reconcile and adjust accounts.

  • Troubleshooting & support.

  • Migrate accounting software - eg. Move from MYOB to Xero

    Starting from $370 + GST

assistance with ato tax debts, late lodgements, and other ato needs

  • Assessment of ATO requests and requirements.

  • Review of business and or personal financial situation.

  • Liaising with the ATO to address the matter(s).

    Starting from $370 + GST