Services Designed Around Your Needs
Every business, family and financial situation is different. That is why our services are built around the level of support you need from core tax and compliance through to ongoing advisory, planning and financial guidance.
At Coast to Vines Advisory, we provide clear accounting, tax and business support designed to help you stay compliant, understand your numbers and make better decisions with confidence.
Accounting Support That Goes Beyond Tax Time
We believe accounting should do more than help you meet deadlines. It should give you clarity, direction and confidence throughout the year.
Whether you need help managing your obligations, improving your systems, planning ahead or understanding what your numbers are telling you, we work with you to provide support that is practical, considered and tailored to your goals.
Support Areas
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Stay on top of your core accounting and tax obligations with clear, reliable support. We help with tax returns, financial statements, BAS, GST, ASIC compliance and ongoing tax matters, so you can feel confident that the essentials are being handled properly.
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Straightforward, professional assistance with preparing and lodging individual tax returns. Whether you are an employee, investor, sole trader or have multiple income sources, we can help ensure your return is completed accurately and that you claim the deductions you are entitled to.
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Make better decisions with advice that helps you understand your numbers, improve profitability and plan ahead. We can support you with cash flow discussions, tax planning, forecasting, business performance reviews and practical strategic guidance.
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Get the right foundations in place from the beginning. We can assist with business structures, registrations, Xero setup, cloud accounting systems, process improvements and practical advice to help your business run more efficiently.
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Reliable bookkeeping services for businesses using Xero, including transaction processing, bank reconciliations, payroll setup and training. If you are currently using another accounting platform, we can also assist with transitioning your records and processes to Xero.
We provide accounting, tax and business advisory support built around your business, your goals and the level of guidance you need throughout the year.
Our service packages give you a clear starting point, whether you need essential compliance support, regular advisory guidance or more strategic financial involvement.
We understand that no two businesses are the same, so we don’t list fixed package prices. Instead, we prepare a tailored fixed-fee proposal based on your business structure, complexity, support requirements and the services included.
This gives you a clear scope of work, transparent inclusions and a fixed monthly fee that reflects the level of support your business actually needs.
Service Packages
For business owners who want confidence that their tax and compliance obligations are taken care of.
Essentials
01.
Essentials provides proactive accounting, tax and compliance support, helping you stay on top of your obligations while giving you access to trusted advice throughout the year. We take care of the essentials, so you can focus on running your business.
Typical Services May Include
Annual financial statements and tax returns
BAS and GST support
ASIC and business compliance assistance
Access to advice when you need it
For business owners seeking more than compliance and looking for a trusted adviser to support business growth.
Growth Partner
02.
Growth Partner combines ongoing accounting and tax support with regular strategic advice, helping you make informed decisions with confidence. Through proactive planning, performance insights and practical guidance, we work alongside you to help your business achieve its goals.
Typical Services May Include
Everything in Essentials
Regular advisory meetings
Tax planning and forecasting
Business performance reviews
Cash flow and profitability discussions
Strategic business guidance
For established businesses seeking ongoing financial leadership and higher-level strategic support.
Strategic Partner
03.
Strategic Partner is designed for business owners who want a proactive adviser involved in the financial direction of their business. We provide tailored advisory support, which may encompass virtual CFO services such as cash flow forecasting, management reporting, budgeting and strategic planning, helping you make better decisions and drive sustainable growth.
Typical Services May Include
Everything in Growth Partner
Management reporting and KPI analysis
Cash flow forecasting and budgeting
Business planning and strategic reviews
Finance and funding support
Tailored virtual CFO services
These services are typically quoted separately based on the scope and complexity of the work required.
Additional Services
04.
Our packages are designed to provide ongoing accounting, tax and advisory support. From time to time, you may require specialist or project-based assistance that falls outside the scope of your ongoing engagement.
Additional services may include:
Self-managed superannuation fund (SMSF) compliance and administration
Business acquisitions and sales
Due diligence services
Succession and exit planning
Structure reviews and restructures
ABN, GST and TFN registrations
Xero setup and optimisation
Investment and wealth strategy referrals
Finance, lending support and referrals
ATO reviews and audits
Specialised consulting projects
Individual Tax Returns
Bookkeeping support
Not Sure What Level of Support You Need?
Start with a discovery call and we'll help you understand the right level of accounting, tax and advisory support for your situation.
Our Process
Step 1: Discovery Call
Everything begins with a short discovery call.
This is a conversation, not a sales pitch.
We’ll discuss:
Your business and where it’s currently at
The challenges you’re facing
What’s working well
What you’d like support with
This call helps us both determine whether we’re the right fit.
If we are, we’ll outline the next steps clearly.
Step 2: Proposal & Fixed-Fee Agreement
If we decide to move forward, you’ll receive:
A clear outline of services
A fixed monthly fee
An engagement agreement
There are no surprise invoices or open-ended hourly billing.
You’ll know exactly what’s included and what it costs.
Once signed, we begin onboarding.
Step 3: Structured Onboarding
We manage the transition carefully.
This typically includes:
Contacting your previous accountant
Requesting historical records
Reviewing prior year returns and financials
Assessing your current structure
Setting up or reviewing cloud systems
We take care of the technical details so you don’t have to.
Step 4: Clarity Meeting
Before we move into ongoing work, we meet to ensure alignment.
During this session, we:
Confirm your current tax position
Review key deadlines
Identify any immediate risks or opportunities
Agree on communication expectations
From this point, the relationship becomes ongoing and proactive.
A Relationship, Not Just a Transaction
Depending on your package, you’ll receive:
Regular check-ins
Tax planning
Performance discussions
Access for questions throughout the year
We focus on keeping your numbers clear and your decisions informed.
We intentionally limit our client numbers so we can provide direct access and personal attention.
When you work with Coast to Vines Advisory, you work directly with a Chartered Accountant who understands your business.
Get in Touch
If you are looking for clear accounting advice, practical business support or a more personal relationship with your accountant, we would love to learn more about your situation.
Complete the form and we’ll be in touch to discuss how Coast to Vines Advisory may be able to support you.