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# Title BASE CAMP
Annually
NORTH FACE
Quarterly
SUMMIT
Monthly
1 Profit Report yes yes yes
2 Statement of Financial Position yes yes yes
3 Cash Flow Report yes yes yes
4 Annual Tax Plan and review of your taxation structure yes yes yes
5 Net Worth Change yes yes yes
6 ATO Audit Protection yes yes yes
7 BAS preparation and lodgement optional yes yes
8 Management reporting n/a yes yes
9 Attendance financial management meetings n/a 4 p.a. 11 p.a.
10 FathomHQ subscription n/a n/a yes
11 Key Performance Indicators Reviewed n/a yes yes
12 Attend 1 annual strategy meeting n/a yes yes
13 Telephonic support 1 hr p/a 1 hr p/qtr unlimited
14 Your Business Compared to your Peers optional optional yes
15 A 12-month Cash Flow Projection and Profit Plan optional optional yes
16 Financial Statements and Tax Returns yes yes yes