Skip to main content
Skip to search
×
Suite 3, 148 Logis Blvd
Dandenong South VIC 3175
Send us an email
[email protected]
Call Us
03 9791 9779
Home
SMALL BUSINESS
Bookkeeping
Bookkeeping Services Signup
Individual Tax
✅ Book Your Tax Return Appointment
Tax Agent Appointment Form
SMSF Packages
SMSF
SMSF Admin Package Signup Form
SERVICES
Individual Tax
Small Business
SMSF
Bookkeeping
Accounting
Resource Centre
News
Tax Tips
Contact us
About us
Search
Toggle navigation
Bookkeeping Services Signup
Home
Bookkeeping Services Signup
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
1. Contact & Identification
Full Name
*
First
Last
Email
*
Mobile Number
*
Prefered Contact Method:
Phone
Email
Business Name
*
ABN / ACN
*
2. Business Profile
Type of Business
*
Sole Trader
Company
Partnership
Trust
SMSF
Industry Type
*
Retail
Consulting
Construction
Manufacturing
Other
Number of Employees:
Do you currently use any accounting software?
*
Xero
MYOB
Quickbooks
None
Other
Who currently manages your bookkeeping?
*
Myself
Accountant
Bookkeeper
No one
3. Services Required
Select the Bookkeeping Package of your choice
Basic $220 Per month
Bank reconciliation
Quarterly BAS Preparation & Lodgement
Software Setup & Training
Payroll up to 2 employees
QuickBooks, MYOB, Xero integration
Standard email/phone support
Up to 100 trading transactions per quarter
Quarterly financial reports
Standard $440 Per month
Bank reconciliation
Quarterly BAS Preparation & Lodgement
Software Setup & Training
Payroll up to 4 employees
QuickBooks, MYOB, Xero integration
Standard email/phone support
Up to 200 trading transactions per quarter
Superannuation Processing for all employees
Quarterly financial reports
Premimum $660 Per month
Bank reconciliation
Quarterly BAS Preparation & Lodgement
Software Setup & Training
Payroll up to 8 employees
QuickBooks, MYOB, Xero integration
Standard email/phone support
Up to 500 trading transactions per quarter
Superannuation Processing for all employees
Quarterly financial reports
Bookkeeping Package Selection: Choose the package that best suits your business needs:
*
$220/month Starter
$440/month Standard
$660/month Premimum
Custom Quote
Additional Services (Optional):
Payroll Processing
Superannuation Management
Software Setup or Migration
Catch-up Bookkeeping
Xero/MYOB/QuickBooks Training
Preferred Software:
Xero
MYOB
QuickBooks
Not Sure / Need Help Choosing
When would you like to get started?
*
4. Terms & Conditions — Bookkeeping Services
By submitting this form and engaging the bookkeeping services of A.T. Partners Accountants & Business Advisors Pty Ltd (“A.T. Partners”), you agree to the following terms and conditions:
1. Engagement of Services
By signing up through this form, you are expressing your interest in engaging A.T. Partners to provide bookkeeping services. A formal engagement letter will be issued for your review and signature prior to the commencement of services.
2. Scope of Work
The scope of bookkeeping services may include but is not limited to:
Bank and credit card reconciliation
Preparation and lodgement of BAS and IAS
Payroll processing and superannuation
Accounts receivable and payable management
Financial reporting and compliance support
The specific services will be confirmed in writing based on the package you select and the needs discussed during consultation.
3. Fees & Payment
All fees will be confirmed prior to commencement. Pricing may vary based on business size, transaction volume, and complexity. Fees are charged on a fixed monthly basis or as otherwise agreed. Payment is due via direct debit or other approved method as specified in your engagement.
Late payments may attract a late fee and/or a suspension of services.
Upfront Payment Policy
An upfront payment of $110 (incl. GST) is required at the time of signup. This payment forms part of the initial information review fee, which covers the preliminary assessment of your bookkeeping needs. Should you proceed with one of our ongoing packages, this amount will be credited toward your selected bookkeeping plan. Please note: This payment is non-refundable, regardless of whether you choose to continue with our services. All prices are inclusive of GST.
4. Client Responsibilities
You agree to provide accurate, complete, and timely information required to carry out bookkeeping tasks, including but not limited to access to bank statements, accounting software, payroll data, and invoices. Delays in providing information may impact the timely delivery of services.
5. Confidentiality
A.T. Partners agrees to maintain strict confidentiality of all client information provided and will not disclose it to third parties except as required by law or with your written consent.
6. Limitation of Liability
While we take all care in providing accurate bookkeeping services, we do not accept liability for errors resulting from incorrect or incomplete information provided by the client. A.T. Partners is not responsible for any penalties or interest resulting from delayed or omitted lodgements unless due to our negligence.
7. Termination of Services
Either party may terminate the engagement with 14 days’ written notice. Any fees for work completed up to the termination date will be invoiced accordingly.
8. Authority
By submitting this form, you confirm that you have the authority to act on behalf of the business listed and agree to receive communications related to this engagement.
Declaration & Consent
*
I/We acknowledge the Terms & Conditions and agree to proceed
Upload any supporting documents (bank statements, prior BAS, etc.)
Drag & Drop Files,
Choose Files to Upload
Notes or Special Instructions:
“Our team will be in touch shortly to gather more information about you and your business, allowing us to tailor a cost-effective solution to suit your needs.” Let us know if you’d like this in a more casual or formal tone.
Contact (bank needs:
Bookkeeping Services – Upfront Sign-up Payment Policy
Price:
$110.00
An upfront payment of $110 (incl. GST) is required at the time of signup. This fee covers the initial information review, including the assessment of your business structure, transaction volume, and bookkeeping requirements. If you proceed with one of our ongoing bookkeeping packages, the $110 will be credited towards your selected plan. Please note: This payment is non-refundable, regardless of whether you choose to continue with our services.
Pay by Credit Card
Submit