At Batterham & Associates we’re passionate about your numbers and we love to help.

We’re innovative and friendly and believe in regular client communication. As your long term partner and advisor we’ll think outside the box and be proactive with our advice.

We offer fixed price accounting and taxation using Xero, the world’s easiest online accounting software. Ideal for small to medium sized business owners looking for proactive advice to grow and manage their business.

Our Fixed Price packages start from as little as $500 plus GST per month. Once set up, the monthly fee removes the need for a large end of year accounting bill. Our clients find this very useful for managing their cash flow.

Your package can include:

  • Proactive business advice every month
  • Peace of mind that all your annual taxation and GST requirements are taken care of
  • We complete your:
    • Annual Financial Statements
    • Income Tax Returns
    • Business Activity Statements (BAS)
    • Tax Administration (Tax Assessments and reminders)
  • Annual Business & Personal Needs Review, Annual Tax Planning Review
  • Regular Management Reports to assist with managing your tax payments, budget, & cash flow
  • Regular updates with advice to keep you informed of relevant tax and business issues
  • Xero Online Accounting Software – We provide full training, you input the basic data, we check it, simple!

Regular proactive advice is essential to help you grow your business. Using Xero we share the same ‘live’ information. All of our advice is based on your current situation, not information that’s weeks old, this means we can help you spot opportunities and reduce risk.

There’s no specialist knowledge required to get started with Xero, we provide all the training. Cash flow management becomes easier and as we understand how your business is going we can recommend tax strategies and forecast your tax.


5-Steps to Financial peace of mind

We have a unique 5-Step process for financial peace of mind, which we offer to all clients.

Step

What you get

Why is it important?


Protect

 

  • Asset Protection Analysis
  • Business Structure Advice
  • Estate Planning Review
  • Protect your family’s hard earned assets
  • Get your structure right from the beginning
  • Ensure your estate goes to the right people                                                                                                                                                      

Fixed Price Accounting

 

  • Accounting fees paid monthly
  • Xero Online Accounting Software
  • Regular proactive advice
  • Tax Returns & Financial Statements
  • Business Activity Statements (BAS)
  • Tax Planning Review (April/May)
  • Easier cash flow management
  • Incredibly easy, unlimited users
  • Take any necessary action sooner, not later
  • Peace of mind your Tax Return is correct
  • BAS prepared & lodged by professionals
  • Properly plan to legally reduce your tax                                                                                                                                            

Wealth plan

 

  • Wealth “Life Plan”
  • Debt Reduction Strategies
  • Insurance Update
  • Superannuation Review
  • Managed Funds & Shares advice
  • SMSF Strategies
  • Take control of your super
  • Peace of mind you’ll retire comfortably
  • Pay off your loans faster
  • Protect your family’s lifestyle
  • Ensure your super is invested for growth
  • Professional advice to make good decisions                                                                                                                                      

Growth

 

  • Virtual CFO
  • Cash Flow Projection & Profit Plan
  • Business Performance Health Check
  • One-Page Strategic Plan
  • Growth Strategies
  • Customer Advisory Board
  • Dramatically improves customer service
  • Takes yours business to the next level
  • Gives you a target for actual results
  • Highlights actions to improve your profits
  • Powerful, simple business strategy summary
  • Different ways to grow your business                                                                                                                                                  

Succession

 

  • Business Succession Plan
  • Business Valuation Report
  • Sale Information Memorandum
  • Plan for the successful sale of your business
  • Discover what your business is really worth
  • Makes it easier to sell your business

 

Contact our professional team today for a quote for a tailored package of services for your business!