Note: Hover over the title of a service to see its details.
| # | 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 |
