Take advantage of our Xero Smart Business Packages

As Certified Xero Advisors, we are proud to offer our versatile, streamlined and smart financial management solutions for small to medium business.

Our comprehensive monthly support packages include monthly Xero subscription fees, and are designed to help our clients manage the financial side of their business. You focus on what you do best, and leave the headaches to us. All you need to do is choose the Xero Smart Package to suit.

Accounting Package

Financial Accounts
Income Tax Return
Business Activity Statements
Workers Comp Declarations
ASIC Compliance
Payment Summaries
Annual Momenta Business Advisory
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Momenta Business Advisory

Our expertise with accounting programs and financial data analysis means we can act as a ‘Virtual CFO’ to your business.

  • Financial ratio analysis
  • Analysis of Key Performance Indicators
  • Cash flow budgeting and forecasting
  • Profitability analysis
  • Balance Sheet health check
  • Industry benchmarking
  • Seasonal and periodic analysis
  • Cost control
  • Credit control
Annual Meeting
Xero Subscription
Phone and Email Support

$270 +gst

Monthly Retainer

Entrepreneur Package

Financial Accounts
Income Tax Return
Business Activity Statements
Workers Comp Declarations
ASIC Compliance
Payment Summaries
Quarterly Momenta Business Advisory
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Momenta Business Advisory

Our expertise with accounting programs and financial data analysis means we can act as a ‘Virtual CFO’ to your business.

  • Financial ratio analysis
  • Analysis of Key Performance Indicators
  • Cash flow budgeting and forecasting
  • Profitability analysis
  • Balance Sheet health check
  • Industry benchmarking
  • Seasonal and periodic analysis
  • Cost control
  • Credit control
Bi-Annual Meeting
Xero Subscription
Phone and Email Support

$450 +gst

Monthly Retainer

Momenta Package

Financial Accounts
Income Tax Return
Business Activity Statements
Workers Comp Declarations
ASIC Compliance
Payment Summaries
Quarterly Momenta Business Advisory
Close

Momenta Business Advisory

Our expertise with accounting programs and financial data analysis means we can act as a ‘Virtual CFO’ to your business.

  • Financial ratio analysis
  • Analysis of Key Performance Indicators
  • Cash flow budgeting and forecasting
  • Profitability analysis
  • Balance Sheet health check
  • Industry benchmarking
  • Seasonal and periodic analysis
  • Cost control
  • Credit control
Quarterly Meeting
Xero Subscription
Phone and Email Support
Quarterly Superannuation Payments
Bank feed reconciliation (Up to 50 per month)
Weekly Payroll (0-10 Employees)

$1,100 +gst

Monthly Retainer

Momenta Plus Package

Financial Accounts
Income Tax Return
Business Activity Statements
Workers Comp Declarations
ASIC Compliance
Payment Summaries
Quarterly Momenta Business Advisory
Close

Momenta Business Advisory

Our expertise with accounting programs and financial data analysis means we can act as a ‘Virtual CFO’ to your business.

  • Financial ratio analysis
  • Analysis of Key Performance Indicators
  • Cash flow budgeting and forecasting
  • Profitability analysis
  • Balance Sheet health check
  • Industry benchmarking
  • Seasonal and periodic analysis
  • Cost control
  • Credit control
Quarterly Meeting
Xero Subscription
Phone and Email Support
Quarterly Superannuation Payments
Bank feed reconciliation (50-100 per month)
Weekly Payroll (10-20 Employees)

$1,700 +gst

Monthly Retainer

We make payment convenient for you

Momenta Advisors also provides a convenient payment service to compliment our Fixed Fee Engagements (FFE) for business clients. The service aims to provide transparency and peace of mind to avoid any lump sum fees that are a strain on your business cash flow.

How it works

Step 1

We agree on your annual accounting costs at the beginning of the financial year (as per the FFE).

Step 2

The annual accounting costs will be averaged over 12 x monthly installments.

Step 3

A Direct Debit Services Agreement is signed by you to authorise us to debit the agreed monthly installment.

Step 4

Momenta Advisors will bear any costs associated with the Direct Debit Facility.

Benefits

Improved cash flow for business owners as there are no surprise invoices during the year. Reduced accounts payable management as you will only receive 1 x invoice encompassing all your annual accounting costs. No more annoying overdue payment reminders.