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Our Simple Consultation Process

Experience an effortless journey from initial contact to complete implementation, designed to support your business every step of the way.

Initial Consultation

Schedule a meeting to discuss your needs , assess business gaps and establish goals.

1

From consultation, we tailor a solution that fits you.

Implementation Phase

2

Progress smoothly as systems, frameworks and structures are are put in place.

Optimization Stage

3

Prepare for enhanced performance and efficiency.

Assessment & Feedback

4

Reap the benefits of a tailored financial system and operating framework.

Success Celebration

5

• Transaction processing
• Monthly reconciliations in Xero
• Quarterly GST/BAS lodgements
• Expense management
• Email support
• Annual financial review
• Payroll processing (up to 5 employees)
• Monthly P+L and Balance Sheets

Our basic plan is ideal for startups, offering essential tools and support for financial stability.

Essential Foundations

• Includes all Tier 1 features
• Payroll leave liability tracking, super payments
• Niche tracking categories
• Customised P&L, Balance Sheet, Executive Summary of key KPIs
• Fortnightly aged receivables tracking and follow up
• Quarterly 30 minute financial health check session

The standard plan fits growing businesses, balancing cost and features for optimal growth.

Growth Accelerator

• Includes all Tier 2 features
• Annual budget creation and monthly variance reporting
• Custom financial dashboards
• Profit maximisation deep dive in to COGS, utilisation rates, and more
• App stack optimisation beyond financials to ensure seamless integration
• Monthly 60-minute strategic advisory meeting with deep dive in to KPIs, cash flow, BAS planning

Perfect for established companies seeking comprehensive management and expert guidance.

Premium Plan

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A Tier for Every Business

Our pricing plans are crafted to offer flexibility and value, ensuring you find the perfect fit without compromise.

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Get in Touch

Feel free to contact us anytime. We're here to answer your questions and provide fast, friendly support.

0421 132 796

info@truetally.com.au

Greater Geelong, Victoria