Packaged Services
Our services are designed to support businesses at every stage — from compliance and structure to strategy and sustained growth.
- Bronze
Compliance Foundation
Best for: Sole traders and smaller companies that want reliable compliance and clean year-end outcomes.
Apply nowInclusions:
Annual financial statements and business income tax return
Personal tax return(s) for owners (set a number, e.g., up to 2)
BAS/IAS lodgements (quarterly) or annual GST review (choose one)
Year-end tax planning check-in (light-touch)
ATO correspondence support (routine matters)
Optional add-ons:
Bookkeeping clean-up
Payroll/STP setup
FBT (if applicable)
- Silver
Compliance + Bookkeeping
(Monthly Rhythm)
Best for: Growing businesses that need timely bookkeeping and fewer surprises.
Apply nowInclusions:
Everything in Bronze, plus:
Monthly or quarterly bookkeeping (bank reconciliations, coding, review)
Monthly/quarterly management reports (core P&L, balance sheet)
BAS preparation and lodgement (quarterly)
Payroll/STP support (either guidance or processing—define clearly)
Email support for “how do I code this / what does this mean” queries (fair use)
Optional add-ons:
More accurate numbers during the year
Fewer year-end adjustments
Better GST and cash visibility
- Gold
Advisory Partner
(CFO Lite)
Best for: Established SMEs who want proactive advice, regular reviews and stronger cashflow control.
Apply nowInclusions:
Everything in Silver, plus:
Quarterly business advisory meetings (structured agenda)
Rolling cashflow forecast (e.g., 13-week rolling, updated monthly/quarterly)
Budget and profitability planning (annual budget + quarterly re-forecast)
Tax planning meeting with strategies documented
KPI dashboard tailored to the business (margin, utilisation, debtor days, etc.)
Entity/structure review (annual) and proactive recommendations
Typical “Gold” Use-cases:
Hiring and capacity decisions
Pricing/margin issues
Multiple revenue streams
Need lender-ready reporting
- Platinum
Strategic CFO + Group/Complexity
(Board-Level)
Best for: Multi-entity groups, higher turnover businesses, acquisitive growth, or owners wanting board-quality financial leadership without a full-time CFO.
Inclusions:
Everything in Gold, plus:
Monthly CFO meeting (or fortnightly during high-growth phases)
Board pack reporting (insights + narrative + actions, not just numbers)
Advanced forecasting and scenario modelling (3-way model: P&L, balance sheet, cashflow)
Deal support: due diligence readiness, acquisition/sale support (scope allowances + project pricing beyond)
Deal support: due diligence readiness, acquisition/sale support (scope allowances + project pricing beyond)
Finance facilitation support (lender/investor reporting, covenant packs)
Priority response times and direct access to senior advisor
Apply nowHow it’s usually sold
Fixed monthly retainer + project pricing for major transactions (acquisitions, restructures, etc.)
Why Choose Managed Right?
Why Choose Us
Each component is designed to work together—ensuring accuracy, consistency, and peace of mind, while reducing risk and administrative burden for business owners.
A Proactive Compliance Partner
We take responsibility for managing deadlines, obligations, and regulatory changes—so you’re never caught off guard.
Clear Communication
We explain compliance requirements in plain English, ensuring you always understand what’s required and why it matters.
Integrated, Full-Service Support
Our team coordinates across bookkeeping, tax, and advisory to ensure consistency and accuracy across your entire financial ecosystem.
Why Choose Managed Right?
Why Choose UsEach component is designed to work together—ensuring accuracy, consistency, and peace of mind, while reducing risk and administrative burden for business owners.
A Proactive Compliance Partner
We take responsibility for managing deadlines, obligations, and regulatory changes—so you’re never caught off guard.
Clear Communication
We explain compliance requirements in plain English, ensuring you always understand what’s required and why it matters.
Integrated, Full-Service Support
Our team coordinates across bookkeeping, tax, and advisory to ensure consistency and accuracy across your entire financial ecosystem.
Ready to Gain Clarity and Control Over Your Business Finances?
Book a confidential consultation with our team and find out how Managed Right can support your business today and into the future.
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