Every engagement is scoped in writing with a fixed monthly or project fee. The packages below show how our work is structured; your proposal confirms the exact deliverables and price.
Packages
Essential MIS
Small businesses and single-outlet restaurants that need structured monthly performance reporting.
Fee on request
Fixed monthly fee confirmed in your proposal
Monthly MIS report
Revenue and expense analysis
Budget versus actual, where a budget and data are available
What is included in each retainer package. Your proposal may adjust this to fit your business.
Package comparison
Deliverable
Essential MIS
Growth Finance
Virtual CFO
Monthly MIS report
Included
Included
Included
KPI dashboard
Included
Included
Included
Revenue and expense analysis
Included
Included
Included
Budget versus actual
Where data allows
Included
Included
Monthly review call
1 call
1 to 2 calls
As agreed
Annual budget
–Not included
Included
Included
Forecasts
–Not included
Quarterly
Rolling
Cash-flow forecast
–Not included
13-week
13-week and annual
Margin and cost analysis
–Not included
Included
Included
Working-capital oversight
–Not included
–Not included
Included
Scenario analysis
–Not included
Limited
Included
Financial controls review
–Not included
–Not included
Included
Bank and investor information support
–Not included
–Not included
Included
Decision support on ad hoc questions
–Not included
Limited
Included
What determines your fee
We price on the work involved. These are the factors that move it.
Business size and transaction volume
More entries, accounts and entities mean more work to reconcile and analyse.
Number of outlets, branches or entities
Each location or entity reported separately adds a layer of analysis.
Reporting complexity
Segment, product or channel reporting takes more effort than a single consolidated view.
Systems and data quality
Clean exports from POS and accounting software keep fees lower than manual or incomplete records.
Review frequency
Weekly or fortnightly reviews cost more than a monthly cycle.
Scope of support
Hands-on involvement in planning, banking and decisions is priced above reporting alone.
Commercial terms
The same terms apply to every client and are written into the engagement letter.
Onboarding
The first month usually includes a one-time setup: understanding your data, agreeing report formats, mapping your chart of accounts and building templates. Where this applies, the setup fee is quoted separately in the proposal.
Billing
Retainer packages are billed monthly in advance. Project work is billed on agreed milestones. All fees are exclusive of GST, which is charged at the applicable rate.
Contract duration
Retainers typically start with a three-month initial term so reporting can settle into a reliable rhythm, then continue month to month with 30 days' notice. Exact terms are set out in the engagement letter.
Additional work
Work outside the agreed scope, such as a one-off model or an extra entity, is quoted before it starts. Nothing is billed without your approval.
Not included
Statutory audit, attest and certification services; legal advice; and tax filings or representation unless separately agreed with an eligible professional.
Request pricing
Tell us which package interests you. We will reply within one working day, usually with a few questions so we can quote accurately.