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FOR BUSINESSES

Helping businesses.

We give growing businesses the financial clarity they need to perform at their best. Whether you need foundational support or a fully managed accounting department, we scale our involvement to match your ambition.

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The questions a tax return can't answer.

You don't just need a tax agent. You need a financial system that looks forward, giving you clarity, control and the confidence to scale.

What can I comfortably spend on marketing?
Can my business handle an unexpected cost?
Will I have enough cash to pay bills next month?
Am I on track to reach my personal financial goals?
How much profit will I realistically make this year?
OUR FRAMEWORK

Built to scale with you.

You can't build a forward-looking strategy on broken historical data. We start by perfecting your compliance, then build up to full cash flow visibility and strategic control. Every level is one fixed monthly fee.

1 2 3

How "from" prices work. Based on a business with under 25 bank transactions a month, small GST obligations, director-only payroll and under $100k annual turnover for its tax return. Your fixed monthly fee is set by your own volume, payroll and turnover, and confirmed in your quote. All prices exclude GST.

Level 1

Compliance Essentials

From$310/ month +GST

Everything lodged on time, books always current, and your tax put aside before the bill arrives.

Bookkeeping & financial statements

Reconciled books, delivered as often as you need.

BAS & tax returns

On-time ATO lodgements without the stress.

Payroll & super

Single Touch Payroll and super, taken care of.

Tax reserve

We work out what to set aside, and can move it for you.

ATO liaison

We deal with the ATO for you, including payment plans if you ever need one.

Annual review

A yearly look at your financial health, and what to focus on next.

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Level 2
Recommended

Financial Control

From$560/ month +GST

See your cash three months ahead, with a plan that gets more accurate every month.

Everything in Compliance Essentials, plus:

13-week cash plan

A rolling forecast of your bank balance, updated every month.

Budget and revenue targets

Your costs and goals set together, so the plan reflects where you want to go.

Checked against actuals

Each month we compare the forecast with what really happened and sharpen it.

Break-even analysis

Know exactly what revenue covers your costs, the base the plan is built on.

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Level 3

Strategic Performance

Customquote

A hands-on finance partner for major transitions, unexpected hurdles and complex growth.

Everything in Financial Control, plus:

Forecasting & scenarios

Map the long-term future and test big decisions first.

Monthly strategy reviews

Deep-dive meetings to guide where the business goes.

Performance scorecard

One page on business health, including metrics outside Xero.

Working with your team

Alongside your people, so the changes actually stick.

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The old way vs. the Clarum way.

The old model looks backwards, bills for work you can't see and leaves the future to you. Here's what we do instead.

Benefit The old way The Clarum way
Fixed monthly fee Billed by the job or by the hour One fixed monthly fee
Forward-looking cash plans Last year's numbers A 13-week cash plan
Tax set aside as you go A bill when it falls due Set aside as you go
Visual performance reporting Spreadsheets and PDFs Dashboards and a one-page scorecard
Pre-EOFY tax planning After 30 June Before 30 June
Scheduled strategy meetings Once a year, at lodgement Annual review, monthly at Level 3
Future financial forecasting Not part of the service Forecasts and scenarios
50+ years of combined experienceCPA practiceTransparent fixed feesStraightforward advice
BEYOND THE PACKAGES

Custom project consulting.

For complex transitions, high-stakes events or very specific technical needs, we provide project-based support. Anything outside the fixed monthly packages can be scoped on request.

Discuss a custom project
  • M&A due diligence and advisory
  • Litigation support
  • Turnaround and insolvency advisory
  • Project accounting and impact modelling
  • Historical financial clean-ups
  • Corporate entity restructuring
  • Capital raising support
  • System implementations and migrations
INDUSTRIES

Accounting that knows your industry.

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