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Choose the plan that’s right for you.

An introduction to the accounting packages we offer for your business, no matter the size.

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Welcome to our Three -Tiered Accounting Packages – your all-in-one solution for financial needs! 

Managing finances can be complex, whether for small businesses or large enterprises. Our tailored packages simplify the process, offering the right tools for success in today’s financial landscape.

Our packages focus on simplicity, scalability, and effectiveness. Choose from three tiers – COMPLIANCE, STRATEGIC, and VIRTUAL CFO – each designed to meet unique needs and goals.

Central to our packages are accuracy, transparency, and customer satisfaction. With our expert team, you’ll gain confidence to make informed decisions.

Explore each tier’s services to find your perfect fit, whether for basic management or advanced strategies. Our packages provide flexibility and support for modern finance.

Whilst the packages have been thoroughly considered and created with you and your business in mind, should you feel that your needs may vary slightly, we are happy to discuss tailoring a package which may have varying components of each to ensure you are getting exactly what you want and need, so don’t hesitate to contact us today and we can design that specific package for you.

 Your financial success starts here.

AD Partners Accounting packages

Compliance

AD BRONZE
From $900 per month + GST
  • Financial Health Check (ensuring everything is ok)
  • Annual tax planning (minimising your tax)
  • Quarterly strategy meetings (business growth)
  • All statutory lodgements (keeping ATO & Others off your back)
  • Corporate Secretarial Services
  • Online Bookkeeping review (eliminating errors)
  • Ongoing loan review (ensuring lowest rate)
  • Ongoing superannuation review (ensuring best fund)
  • Unlimited support - phone and email (priceless)

Strategic

AD SILVER
From $1,500 per month + GST
  • Includes all AD BRONZE features PLUS!
  • Monthly strategy meetings (more business growth)
  • Annual cash flow forecast & financial budget (monitoring performance)
  • Business structuring (protecting your assets)
  • Managing all finance applications
  • Audit Insurance (eliminating excess costs)
Most Popular

Virtual CFO

AD GOLD
From $2,500 per month + GST
  • Includes all AD SILVER features PLUS!
  • Fortnightly strategy meetings (even more business growth)
  • Annual strategic planning (ensuring the right path)
  • Establish and monitor KPI'S (measuring everything important)
  • SWOT Analysis (knowing where to look)
  • Systems assessment and review (ensuring a streamlined business)
  • Marketing & Promotions planning (boosting business)
  • Employment planning (best mix labour)
  • Personal financial plan (your continued wealth strategy and growth)

Additional Services Available. (Not included above)

  • Bookkeeping
  • Payroll processing (incl. superannuation)
  • New company, trust, SMSF establishment (incl. amendments)
  • Software subscription + setup + training
  • Tax registrations (incl. TFN, ABN, GST, PAYGW)

It is important to note that we tailor all services to suit your specific business needs.

Any services not included in the standard packages above can be included where relevant to ensure we cover everything you need.

If you’re also looking for some business coaching and/or mentoring, please take a look here.

It’s all about YOU, not us.

Meet the partners

Tony Dimitriadis
B. Bus CPA

Director

Tony has over 30 years’ experience as an accountant, and over 15 years’ experience as a CPA.

His first 18 years’ experience involved financial, management and operational accounting roles at a senior management level, in the security, transport, and forensic accounting industries.

 

David AzzopardiI
B. Bus CPA

Director

David has over 30 years’ experience as an accountant, and over 20 years’ experience as a CPA.

His first 17 years’ experience involved financial, commercial and operational accounting roles at a senior management level, in the general insurance, and telecommunications industries.

AD Partners is entirely focused on achieving the best possible results for you, our client. After all, making sure your balance sheets and profit margins are up to date and accurate is just the start. We also make planning a lot easier for you by adjusting and streamlining your systems to match your business processes.

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