Business services

Tax, books, payroll and Xero, handled.

One local team for everything a Northern Beaches business has to get right every month: tax and BAS, reconciled books, payroll and Payday Super, and the Xero, MYOB or QuickBooks file underneath it all. With a business plan for every stage of growth, on a fixed monthly fee.

See business plans from $399/monthBook a free call

20+ years experience · Xero, MYOB & QuickBooks · Northern Beaches & Lower North Shore

Look behind the numbers - book a free call with Trinity Partners
Why one team

Clean numbers are the foundation of good advice.

When the same team keeps the books, runs payroll and lodges the tax, nothing falls between the cracks and the numbers are ready when a decision needs them. Every strategy, marketing, funding and R&D engagement we run sits on this work.

  • One point of contact for tax, bookkeeping and payroll
  • Books reconciled monthly, BAS lodged on time, super paid every pay run
  • Certified Xero, MYOB and QuickBooks advisers, onsite or remote
  • Fixed monthly fee agreed up front
What's included

Everything the back office needs

Tax & Compliance

Company, trust, SMSF, investor and individual tax returns, BAS and IAS, financial statements, ASIC compliance and pre-30 June tax planning.

Bookkeeping

Bank reconciliations, invoicing and receivables, bills and payables, Hubdoc data capture and monthly management reports, supervised by a registered public accountant.

Payroll & Payday Super

Pay runs, Single Touch Payroll, super paid each pay run, Modern Award and EBA checks, back-pay calculations and payroll software set-up.

Xero, MYOB & QuickBooks Support

Implementation, migration, app integration, one-on-one and team training, and a help desk Monday to Friday 9am–5pm.

Business plans

A plan for every stage of growth

Whether you are just starting out, scaling up or running an established business, there is a plan built for where you are now. Each is a fixed monthly fee, you can move up as the business grows, and we can customise a plan to suit your needs.

Starting outThe basics handled properly from day one, with a proactive advisor on standby.
GrowingMore transactions, more staff and bigger decisions, with monthly health checks to keep you on track.
EstablishedThe details looked after, with management reporting and strategic advice when the big calls come.

Startup

Services Included

Perfect for the startup business where you want just the basics taken care of and a proactive advisor on standby. See also our Startup Services.

  • Setup adviceABN and business name registration
  • Monthly bank reconciliationMax 25 transactions a month
  • Payroll for 1 staffAdditional staff at $5 per payslip
  • Quarterly Health Check-Up

$399(monthly)

Choose Plan

Growth

Services Included

You are kicking goals and have big ideas, and need time to implement them. Your advisor should be your business partner, providing a sounding board and advice.

  • Monthly bank reconciliation for up to two bank accounts
  • Payroll for up to 5 staffAdditional staff at $5 per payslip
  • Data entry automation via Hubdoc
  • Monthly Business Health Checks

$599(monthly)

Choose Plan

Established

Services Included

With a firmly established business you now need people who can look after the details. You may also want a strategic advisor to help make important financial decisions.

  • Payroll for up to 10 staffAdditional staff at $5 per payslip
  • Xero integration and data entry automation
  • Management reporting and advice, as well as all your compliance needs taken care of

$1,100(monthly)

Choose Plan

Digital Marketing

Add-on package

Services Included

Add to your Startup, Growth or Established package to win more customers online. We plan your digital strategy and run your marketing, so your growth and your numbers are managed in one place.

  • SEOLocal SEO, Google Business Profile and monthly reporting
  • Google & Meta AdsCampaign setup and management (ad spend billed separately)
  • Digital strategyQuarterly strategy review and marketing plan
  • Website & contentWebsite updates, blog and social content

On enquiry(tailored)

Add to my packageLearn more

Compare all plans side by side →

Getting started

How onboarding works

1

Free call and fixed quote

We agree the right plan and fee before any work starts.

2

Engagement letter

Software access and handover from your previous adviser.

3

Catch-up and clean-up

We bring the file up to date if needed.

4

Monthly rhythm

Reconciliations, payroll, BAS, reports and a regular health check.

Grow with us

Ready for more than compliance?

When the numbers are in order, the next step is using them to grow.

Digital Strategy & Marketing

Get found, win customers and grow with SEO, Google and Meta Ads and the right systems.

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Strategic Advisors

A senior advisor for growth plans, pricing, cashflow, funding and exit.

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Startups & Capital Raising

The correct structure from day one, then investor-ready forecasts and funding support.

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R&D Tax Incentive

Eligibility, registration, the claim and review defence.

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Hand over the back office.

Book a free call, or choose a plan and sign up online in five minutes. Meet us in Dee Why or call (02) 9045 1511.