Small Business Owners

Small Business Owner Information

At Tax Invest Accounting, we understand that running a small business means wearing multiple hats every day. You’re not just the owner, you’re the manager, marketer, administrator, and decision-maker all at once. On top of that, you’re expected to

stay on top of cash flow, meet ATO obligations, understand your financial position,

and plan for growth.

It can quickly become overwhelming, especially when your time is already stretched.

That’s where we step in.

We provide practical, hands-on accounting support tailored specifically for small business owners. Our goal isn’t just to keep you compliant, it’s to give you clarity, structure, and confidence in your numbers so you can make informed decisions and grow your business sustainably.

We take the time to understand how your business operates, what challenges you face, and where you want to go. From there, we work alongside you to simplify your financial processes, improve visibility over your cash flow, and remove the stress of staying compliant.

Our BAS Lodgement Program

Our BAS Lodgement Program is designed to take the pressure off quarterly compliance while keeping you informed and in control.

We help you with:

✔ BAS preparation and lodgement

✔ Software setup and implementation

✔ Bank feed and account integration

✔ Ongoing bookkeeping and transaction allocation

✔ Monthly reconciliations

✔ Clear communication and reminders

✔ Direct support and guidance when questions arise

We don’t just “lodge and leave.” We work with you throughout the quarter to ensure your records are accurate, up to date, and ready well before deadlines.

See below our list of services to see clearly how we can help you and your business thrive.

Services

Available

Side Hustle Snapshot @ $490.00
(Complete check-up for side hustles and ABN Holders)
BAS Lodgment Program @ $110.00 per month
Monthly Bookkeeping @ $80.00 per month
(under $75K / Not registered for GST)
Software Setup & Training @ $330.00
(2 Telephone/Teams Sessions)
Tax Planning Session @ $220.00
Small Business Consultation @ $220.00
Restructure Consultation @ $220.00
PAYG Instalment Review @ $220.00
(2 Telephone/Teams Sessions)
Tax Return Appointments
Under $20k @ $350.00
Over $20K @ $450.00
GST Registered @ $550.00

Reach out to us anytime to enquire about any of these services and how they may benefit you.

Side Hustle Snapshot

A complete check-up for side hustlers and ABN holders who want their business set up properly and running efficiently.

Whether you’re just getting started or already earning income, this package gives you clarity, confidence, and professional support, without feeling overwhelmed.

Who This Is Perfect For

Side hustlers earning extra income - ABN holders - Sole traders who want peace of mind - Anyone who wants their business done right, not guessed

What’s Included (Your Entitlements)

✔ Guidance On Business Software Setup
We’ll help you setup the right accounting software for your business and make sure it’s configured correctly from day one.

✔ Software Basics Training
Practical, easy-to-follow training so you understand how to use your software confidently — invoicing, expenses, and reports that actually make sense.

✔ Two Consultations
Two dedicated 30 minute sessions to:

Answer your business and tax questions
Explain your obligations in plain English
Help you make smarter decisions moving forward & confirm
during the second appointment that you are confident in taking the reigns!

✔ PAYG Instalment Review
We review your PAYG instalments to ensure they’re accurate and appropriate — no overpaying, no nasty surprises.

✔ Record-Keeping Guidance
Clear guidance on:

What records you need to keep
How to keep them
Simple systems that save time and stress at tax time

You’ll walk away knowing what’s working, what needs fixing, and what to do next