Pricing / Package
Business Insights
Know what is changing in your business — and what deserves attention.
Business Insights builds on Business Essentials with regular profit-and-loss and balance-sheet reporting, commentary and conversations with Joe. Review how your business is tracking against expectations, discuss potential opportunities and make decisions with a clearer picture of the numbers.
From $225/month
Choose two reporting/review points ($225/mo) or four ($330/mo), including year-end. Excludes GST.
Choose how often you review the numbers
Twice-yearly
$225/month
One interim report and review, plus the annual financial statements and year-end review. $2,700 over 12 months; excl. GST.
Quarterly
$330/month
Three interim reports and reviews, plus the annual statements and Q4 year-end review. $3,960 over 12 months; excl. GST.
Both options provide the same type of reporting and discussion. The difference is how often you receive it. Meetings may be online or in person.
Is this for you?
- You want more than accounts and GST compliance: you want to understand business performance.
- You would benefit from reviewing financial results against expectations during the year.
- You want scheduled conversations about financial movements, opportunities and tax planning.
What you receive
- Everything in Business Essentials
- Annual statements, relevant entity/owner income tax returns, GST preparation and filing, ongoing GST-cycle review, brief as-needed guidance, routine applicable FBT, Companies Office annual return filing where relevant (external fee extra) and basic initial Xero support (subscription extra).
- Financial reports
- Profit-and-loss statements and balance sheets at your chosen reporting frequency.
- Commentary and meetings
- Joe provides commentary and a review conversation for every reporting point; the annual year-end review counts as the final point.
- Practical interpretation
- Discussion of financial performance versus expectations, areas of opportunity and relevant tax planning.
What the regular reviews help you do
Understand what has changed, recognise which figures deserve attention and talk through possible next steps. The aim is better-informed decisions, not a promise of particular growth or financial outcomes.
Business Insights versus Business Coaching & Advisory
Business Insights includes the scheduled reports, reviews and practical financial discussions listed above. Structured coaching, forecasting, strategy engagements and larger projects are separate Business Coaching & Advisory services and are individually scoped and quoted.
What may cost extra?
Ongoing bookkeeping, historic corrections, migrations, payroll setup and larger forecasting, coaching or strategy projects are quoted separately. Joe agrees scope and price before such work begins.
Explore more
Joe at Joe Ca Ltd was recommended to us by a friend, and we've worked with him for the past few years. Throughout that time, he has been responsive, knowledgeable, and a trusted advisor. As our business has grown, Joe has helped us better understand our financial performance and has put in place reporting systems that have given us greater visibility and confidence in managing the business. We have found his advice and support to be invaluable.
Common questions
What is the difference between $225 and $330 per month?
Reporting and meeting frequency only: one interim plus annual review at $225; three interim plus annual/Q4 review at $330.
What financial reports do I receive?
Profit-and-loss statements and balance sheets, together with commentary and a meeting with Joe.
Are review meetings online or in person?
Either, according to what is arranged with Joe.
Can I change reporting frequency?
Yes. Moving between twice-yearly and quarterly takes effect with one month's notice, and Joe will explain the billing change.
Is Business Coaching & Advisory included?
No. Scheduled reports and practical review discussions are included, but separately structured coaching/strategy work is quoted as an additional service.
Make the numbers more useful
Call Joe to discuss which reporting frequency will best suit the business and the decisions you want to make.