On-Boarding

Like anything in life, you need to start with a great foundation, so let’s get this sorted first. Once you’ve agreed to become a client of Thrive Advice, here is what we’ll do straight away:

  • Review your trading structure to ensure you are afforded the best asset protection and tax minimisation
  • Implement your personal protection plan (life insurance, TPD insurance, trauma and income protection)
  • Check your superannuation is a good fit for you, and it is performing what is required to enable you to retire one day
  • Work with your solicitor on estate planning.
  • Ensure you are using best of breed software to manage your business.

Now you are looking financially fit, let’s get to work.

Thrive Plan Packages.

That’s why we’ve bundled up the most popular into affordable packages. If you’re unsure if your accounting needs can be met within these bundles, get in touch and we’ll tailor our accounting services specific to you.

SURVIVE

A package aimed at those who want just want the bare minimum.

From $200 per month

  • Cloud Accounting Software
  • Year-End Financial Accounts
  • Quarterly BAS
  • Income Tax Return
  • Annual Meeting

ALIVE

Breathe new life into their business and don’t want the compliance work done.

From $400 per month

  • Reports that won’t make your eyes glaze over
  • Annual One Page Business Plan
  • Annual Business Budget Forecast
  • Agreed Business Scorecard (KPIs)
  • Quarterly On-Track Meeting
  • 24 hrs of return email and phone calls advisory service

DRIVE

This package is aimed at clients looking to drive growth.

From $500 per month

  • Cloud Accounting Software
  • Year-End Financial Accounts
  • Quarterly BAS
  • Income Tax Return
  • Annual Meeting
  • Reports that won’t make your eyes glaze over
  • Annual Business Budget (Forecast)
  • Quarterly Management Meeting
  • Monthly Management Meeting
  • Tax Planning
  • 24-hour return email & phone calls

THRIVE

For those who want to reach their full business potential.

POA

  • Cloud Accounting Software
  • Year-End Financial Accounts
  • Quarterly BAS
  • Income Tax Return
  • Annual Meeting
  • Reports that won’t make your eyes glaze over
  • Annual Business Budget (Forecast)
  • Monthly Management Meeting
  • Tax Planning
  • 24-hour return email & phone calls
  • Monthly Management Meeting
  • Monthly BAS

Need a personalized solution?

Cloud Accounting

Our promise to you.

  • That we will not give you boring accounting reports to look at.

  • We will give you reports that you can understand and get value from.

  • We will do what we say we will do.

  • We will be forward thinking and supportive in our advice.

  • You will not become a number, we will keep our personal touch.

  • We will always innovate.

  • Our advice will be common sense and fit for purpose – we won’t ask if you’d like fries with that.

Start to Thrive

You may be surprised by how quick we get back to you. We pride ourselves on our response rates. Try us…

Other Thrive Advice Services.

Business Advisory

Take proactive steps towards lasting business health.

Taxation

We help you get on top of your tax affairs and prepare tax-efficient strategies.

Bookkeeping

Thrive Advice Bookkeeping Business Support Division.