TAX, ACCOUNTING & BOOKKEEPING SERVICES

We understand that your financials can be overwhelming. Here at Tax by Lily, we can help you set up a robust & streamlined system for your specific industry and provide training on the software. Depending on your needs, we can perform the task remotely or on-site.

✽ "HAVING LILY AS MY BOOKKEEPER IS A GODSEND. SHE’S ON THE BALL, AND HELPS ME WITH EVERYTHING." ✽ "HAVING LILY AS MY BOOKKEEPER IS A GODSEND. SHE’S ON THE BALL, AND HELPS ME WITH EVERYTHING." ✽ "HAVING LILY AS MY BOOKKEEPER IS A GODSEND. SHE’S ON THE BALL, AND HELPS ME WITH EVERYTHING." ✽ "HAVING LILY AS MY BOOKKEEPER IS A GODSEND. SHE’S ON THE BALL, AND HELPS ME WITH EVERYTHING." ✽ "HAVING LILY AS MY BOOKKEEPER IS A GODSEND. SHE’S ON THE BALL, AND HELPS ME WITH EVERYTHING." ✽ "HAVING LILY AS MY BOOKKEEPER IS A GODSEND. SHE’S ON THE BALL, AND HELPS ME WITH EVERYTHING." ✽

General data entry

BAS/IAS Preparation

Bank/Other Reconciliation

Payroll services

Workflow Implementation

Third Party Payment System

Management Reporting

Advisory Service - Pricing Strategy

Account Payable

Account Receivable

Cashflow & Budgeting Management

System & Processes Implementation

KNOW YOUR NUMBER

For me, the numbers of any business (and let’s face it, the numbers are everything in business) tell a story of the company. I love learning the story and sharing it with the person it belongs to. Together, we can write the next chapter, and make sure the financial story has the ending that we both want.

Are you ready to know your number, take home more & grow? Book yourself in for a Tax Strategy Session!

OUR SERVICES

Tax Strategy - From $500+gst

Pre-call information request

90min live session

Post Session output & strategy report

BAS & Payroll Services - From $400+gst

Customised Monthly or Quarterly services to fulfill BAS reporting requirements and/or Payroll Services based on your business needs

Bookkeeping - From $400+gst

Customised Monthly bookkeeping and reconciliation of accounts, include Hubdoc setup and management based on your business needs

Xero Setup - From $800+gst

Complete setup of your Xero account to manage your business financial needs

XERO SET UP & TRAINING

A 60mins to 90 mins session with Lily for XERO Training. Let’s chat about your plans in the next 3-6 months, why you want to use XERO, what you expect XERO can help you with and more!

Investment - $800 + GST

CFO SERVICE

You are choosing a CFO service. In this session, we will go through your business strategically and plan forward. What is needed and how to help you align with your goals for the next quarter/year.

Investment - $500 + GST

HEAR WHAT MY CLIENT FRANCESCA HAS TO SAY:

“During the call all the overwhelm and all the stress around it went away, because Lily is very calming and she has a very natural approach to the topic, she loves it and she was able to give me advice that was straight to the point so I could easily understand everything that I need to do.”

OUR PACKAGES

Whether you are looking for Tax Strategy, Accounting (BAS & Payroll) or Bookkeeping support, we have the package for you!

BOOKKEEPING SERVICES

Grow the books, not your time in the books

Clean books are crucial for an established business. We make it easy and fun, yes that is right!

This package includes:

  • All transactions and bank accounts reconciled

  • Monthly advice on your compliance liabilities

  • 30 minutes quarterly Zoom catch-up

  • Troubleshooting and email support

  • Hubdoc Implementation

From $400 per month (+ GST)

ACCOUNTING - BAS & PAYROLL

Meeting your requirements with ease

Think about this as your in-house accounting department, without the heavy price tag. You have better things to do than spend sleepless nights worrying about whether your business is making a profit or how to do your BAS. We handle BAS & Payroll, can create budgets and cashflow forecasts to suit your needs. We’re also on hand to answer any of your questions as your business grows.

Includes:

  • Cash Flow Forecast set-up and monthly tracking

  • BAS/IAS lodgement

  • Payroll services

  • Accounts Payable services

  • A finance guru for your business decisions

From $400 a month (+ GST)

Add ons:

  • Bookkeeping Services POA

  • Tax Strategy and Advisory POA

TAX STRATEGY POWER CALL

Not sure, if you are ready for monthly commitment - I got you! We can have a Tax Strategy Power Call session.

This no fluff approach has an intensive personalized strategy proven to help you:

1. To construct your business goals and formulate a game-plan perfect for your business.

2. Gain clarity on your current business situation and create a plan to move forward

3. The opportunity to analyze the things that aren't working in your business and design a detailed plan to fix them.

4. Create tax strategy and goals that are transparent and actionable

Stop struggling and start triumphing

One Time Payment of $500 + GST

✽ "LILY HAS AND CONTINUES TO BE AN ASSET TO MY COMPANY. I CANNOT RATE HER ENOUGH." ✽ "LILY HAS AND CONTINUES TO BE AN ASSET TO MY COMPANY. I CANNOT RATE HER ENOUGH." ✽ "LILY HAS AND CONTINUES TO BE AN ASSET TO MY COMPANY. I CANNOT RATE HER ENOUGH." ✽ "LILY HAS AND CONTINUES TO BE AN ASSET TO MY COMPANY. I CANNOT RATE HER ENOUGH." ✽ "LILY HAS AND CONTINUES TO BE AN ASSET TO MY COMPANY. I CANNOT RATE HER ENOUGH." ✽ "LILY HAS AND CONTINUES TO BE AN ASSET TO MY COMPANY. I CANNOT RATE HER ENOUGH." ✽ "LILY HAS AND CONTINUES TO BE AN ASSET TO MY COMPANY. I CANNOT RATE HER ENOUGH." ✽ "LILY HAS AND CONTINUES TO BE AN ASSET TO MY COMPANY. I CANNOT RATE HER ENOUGH." ✽ "LILY HAS AND CONTINUES TO BE AN ASSET TO MY COMPANY. I CANNOT RATE HER ENOUGH." ✽

Money decisions are a big part of our lives, no matter where you are or where you came from.

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