We'll get you up and running...and it's tax deductible


There are two parts to our service; implementation and subscription to the software.


The prices below are for implementation only (one-off, tax deductible, fixed price).


This service is provided for those with a subscription to Xero Cashbook and/or Sharesight. Note: Xero Cashbook is not available directly to the public.

Implementation

$440

$550

$660

Tax Deductible*
SFS comprehensive financial checklist and implementation plan  ✔ ✔ ✔  
Xero cashbook set up of tax entities (individuals, company, trust, SMSF) ✔ ✔ ✔  
Xero cashbook set up of investment properties - up to 3 ✔ ✔ ✔  
Xero integration with existing Sharesight portfolios ✔ ✔ ✔  
SFS category mapping for investors - customised to your needs ✔ ✔ ✔  
SFS set up of tracking for reports ✔ ✔ ✔   
SFS basic training on how to use Xero cashbook for your needs ✔ ✔ ✔   
Set up for 3 portfolios in Sharesight - import trading history   ✔ ✔  
Xero cashbook set up of a small business - Cash accounting only     ✔   
         
Additional per property set up  $49      
Contact us for implementation iterations        

 

   

Bookkeeping Oversight

      

Tax Deductible*
Monthly Service - 1/2 hour $25 $25    
Per Hour $49 $49    

   

*Bookkeeping services are generally tax deductible. Check with your Accountant.