Individual tax return and BAS lodgement on a retainer or a one-off. Billed cleanly, without the paperwork drag.
The week
From individual tax return to BAS lodgement, the week runs the same whether you opened BM-360 on a desktop or a phone.
Tax, BAS, and advisory packages for sole traders and small companies. Fixed fees with optional retainers. BM-360 is accountant practice software, client billing, and job tracking. Customers see a clear number; you are not rebuilding the job to bill it.
The day runs equally from a computer or a mobile. Setup belongs on desktop. Tweaks still work on the phone when you cannot get back to the desk.
Quotes look consistent when individual tax return, BAS lodgement, company tax return, and bookkeeping tidy-up is priced from one book, not from memory. The book also covers tax & compliance, advisory & planning, bookkeeping support, and business services.
Your week
Retainers and one-offs both pay the bills. They shouldn't live in different Word docs and a hopeful memory.
Individual tax return lives in one document. BAS lodgement lives in another. Scoping, sending, and chasing sit in email until someone follows up.
Packages sit in the price book. You send a professional quote, the client is in one list, and the invoice matches what you agreed.
Accountants keep evenings for thinking, not for rebuilding last year's letter. Recurring work and extras stay visible in the same place.
Here's what your customers see
Includes
Request proposal
Fixed prices on common jobs, quote after a visit for bigger work.
Monthly bookkeeping and catch-up work with clear package or hourly pricing.
Strategy sessions, retainers, and growth packages for owner-operators.
Fixed-fee legal packages for common SME and personal matters, with inspect-first for complex work.
Advice packages for retirement, investments, and personal wealth planning.
Monthly retainer. 10 hours and monthly retainer. 20 hours. Look like a firm, not a messy inbox.