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Add-On Services

Enhance your bookkeeping experience with optional monthly insights designed to help you understand your numbers quickly and confidently. These add-ons work alongside your existing plan and require no extra effort from you — we prepare everything.

Lite Monthly Summary
(Sole Traders)

What’s included:
• Financial summary (Income, Expenses, Cash in Bank)
• 3–5 key insights generated from your numbers
• Simple recommended actions
• Delivered as a clean text summary via email

Pricing:
$60 per month

* Add a personalised 1-minute monthly video $99*

Standard Monthly Summary

What’s included:
• Financial summary (Income, Expenses, Cash in Bank)
• 3–5 key insights written in plain English
• Clear recommended actions
• 1-minute personalised monthly video (recorded by Jeanette)
• Delivered via email as a PDF + private video link

Pricing:
$120 per month

Premium Monthly Summary

What’s included:
• Financial summary (Income, Expenses, Cash in Bank)
• 3–5 key insights written in plain English
• Clear recommended actions
• Personalised 1–minute monthly video recording
• Full summary document (PDF) including charts and highlights
• Priority delivery (insights delivered first each month)

Pricing: $180 per month

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