Geelong, VIC · Manufacturing · Construction · Transport · People Services

Simple, Scalable, Strategic Accounting.

Your complete solution for Accounting, Tax & Business Advisory — delivered with clarity, care, and commercial results.

Built for business owners scaling from $1M to $8M+ — a service structure that grows in step with yours.

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Start

Growth

Scale

Every service tier — compliance and advisory — follows the same three-stage path as your business.

What We Do

Three ways we support growing businesses

From day-to-day compliance to boardroom-level strategy — structured so you always know what you're getting, and what's next.

Accounting, Tax & Compliance

Financial statements, BAS & tax returns handled end-to-end
Payroll tax, workcover, FBT & TPAR compliance as you scale
Direct-line access to your accountant that grows with your tier

Virtual CFO & Business Advisory

Quarterly-to-monthly cashflow, P&L & board-style reporting
Proactive guidance on risk, opportunity & commercial decisions
Annual budgeting, reviewed and updated every quarter

Registrations, Valuations & Projects

Company, trust & SMSF setup and compliance
Business valuations & acquisition feasibility work
Sale preparation, estate & succession planning

Why Synergy Max

Built to grow with you, not around you

Start

Accuracy You Can Rely On

Every compliance deliverable, on time and done right — the foundation everything else is built on.

Growth

Growth-Minded from Day One

Beyond compliance: spotting opportunities and mitigating risk as your business scales past $1M.

Scale

Proactive, Not Reactive

Board-style guidance so decisions get made ahead of the numbers, not after them.

Packages

Pick the level of support your business needs

Every tier includes everything below it, plus what's listed here — so you always know exactly what's inside.

Accounting, Tax & Compliance

Accounting, Tax & Compliance
Features	Start	Growth Most Popular	Scale
Price	$350+/pm	$700+/pm	$1,000+/pm
All Start inclusions	Included	Included	Included
Financial statements preparation	Included	Included	Included
BAS preparation and lodgement	Included	Included	Included
Tax return preparation and lodgement	Included	Included	Included
ATO correspondence handled on your behalf	Included	Included	Included
Phone-call tax planning session	Included	Included	Included
All Growth inclusions	Not included	Included	Included
Quarterly profitability & KPI feedback	Not included	Included	Included
Quarterly BAS review meeting	Not included	Included	Included
Workcover, payroll tax & FBT compliance as required	Not included	Included	Included
TPAR lodgement	Not included	Included	Included
All Scale inclusions	Not included	Not included	Included
Quarterly online business performance meeting	Not included	Not included	Included
Direct feedback & Q&A session each quarter	Not included	Not included	Included
Who Serves	Junior support, with manager oversight	Dedicated manager, with junior support	Served personally by our principal, with manager support
Support	48-hr turnaround. Annual meeting only (tax planning/year-end), unless also on Virtual CFO Start.	24-hr turnaround. Quarterly meeting if also on Virtual CFO Start; otherwise a quarterly performance snapshot.	24-hr turnaround, served personally by our principal. Combines with Virtual CFO Growth & Scale at the top end.

Start

$350+/pm

Package features

IncludedFinancial statements preparation
IncludedBAS preparation and lodgement
IncludedTax return preparation and lodgement
IncludedATO correspondence handled on your behalf
IncludedPhone-call tax planning session
Not includedQuarterly profitability & KPI feedback
Not includedQuarterly BAS review meeting
Not includedWorkcover, payroll tax & FBT compliance as required
Not includedTPAR lodgement
Not includedQuarterly online business performance meeting
Not includedDirect feedback & Q&A session each quarter

Who Serves: Junior support, with manager oversight
Support: 48-hr turnaround. Annual meeting only (tax planning/year-end), unless also on Virtual CFO Start.

Growth

Package features

IncludedFinancial statements preparation
IncludedBAS preparation and lodgement
IncludedTax return preparation and lodgement
IncludedATO correspondence handled on your behalf
IncludedPhone-call tax planning session
IncludedQuarterly profitability & KPI feedback
IncludedQuarterly BAS review meeting
IncludedWorkcover, payroll tax & FBT compliance as required
IncludedTPAR lodgement
Not includedQuarterly online business performance meeting
Not includedDirect feedback & Q&A session each quarter

Who Serves: Dedicated manager, with junior support
Support: 24-hr turnaround. Quarterly meeting if also on Virtual CFO Start; otherwise a quarterly performance snapshot.

Scale

$1,000+/pm

Package features

IncludedFinancial statements preparation
IncludedBAS preparation and lodgement
IncludedTax return preparation and lodgement
IncludedATO correspondence handled on your behalf
IncludedPhone-call tax planning session
IncludedQuarterly profitability & KPI feedback
IncludedQuarterly BAS review meeting
IncludedWorkcover, payroll tax & FBT compliance as required
IncludedTPAR lodgement
IncludedQuarterly online business performance meeting
IncludedDirect feedback & Q&A session each quarter

Who Serves: Served personally by our principal, with manager support
Support: 24-hr turnaround, served personally by our principal. Combines with Virtual CFO Growth & Scale at the top end.

Virtual CFO & Business Advisory

Virtual CFO & Business Advisory
Features	Start Most Popular	Growth	Scale
Price	$1,500+/pm	$2,500+/pm	$4,000+/pm
All Start inclusions	Included	Included	Included
Quarterly cashflow reporting	Included	Not included	Not included
Quarterly P&L reporting	Included	Not included	Not included
Quarterly review meeting — past quarter + quarter ahead	Included	Not included	Not included
All Growth inclusions	Not included	Included	Included
Monthly cashflow reporting	Not included	Included	Included
Monthly P&L reporting	Not included	Included	Included
Monthly balance sheet review	Not included	Included	Included
Monthly review meeting — past month + month ahead	Not included	Included	Included
Annual budget prepared by June, reviewed quarterly	Not included	Included	Included
All Scale inclusions	Not included	Not included	Included
Monthly board-style meeting (48-hour agenda notice)	Not included	Not included	Included
Action plan & meeting summary provided after each session	Not included	Not included	Included
Cadence alternates fortnightly-to-monthly as needed	Not included	Not included	Included
Who Serves	Served personally by our principal accountant	Served personally by our principal accountant	Served personally by our principal accountant
Support	Requires Accounting & Tax Growth tier or above.	Requires Accounting & Tax Growth tier or above.	Requires Accounting & Tax Growth tier or above. Combines with Accounting & Tax Scale at the top end.

Start

Package features

IncludedQuarterly cashflow reporting
IncludedQuarterly P&L reporting
IncludedQuarterly review meeting — past quarter + quarter ahead
Not includedMonthly cashflow reporting
Not includedMonthly P&L reporting
Not includedMonthly balance sheet review
Not includedMonthly review meeting — past month + month ahead
Not includedAnnual budget prepared by June, reviewed quarterly
Not includedMonthly board-style meeting (48-hour agenda notice)
Not includedAction plan & meeting summary provided after each session
Not includedCadence alternates fortnightly-to-monthly as needed

Who Serves: Served personally by our principal accountant
Support: Requires Accounting & Tax Growth tier or above.

Growth

$2,500+/pm

Package features

Not includedQuarterly cashflow reporting
Not includedQuarterly P&L reporting
Not includedQuarterly review meeting — past quarter + quarter ahead
IncludedMonthly cashflow reporting
IncludedMonthly P&L reporting
IncludedMonthly balance sheet review
IncludedMonthly review meeting — past month + month ahead
IncludedAnnual budget prepared by June, reviewed quarterly
Not includedMonthly board-style meeting (48-hour agenda notice)
Not includedAction plan & meeting summary provided after each session
Not includedCadence alternates fortnightly-to-monthly as needed

Who Serves: Served personally by our principal accountant
Support: Requires Accounting & Tax Growth tier or above.

Scale

$4,000+/pm

Package features

Not includedQuarterly cashflow reporting
Not includedQuarterly P&L reporting
Not includedQuarterly review meeting — past quarter + quarter ahead
IncludedMonthly cashflow reporting
IncludedMonthly P&L reporting
IncludedMonthly balance sheet review
IncludedMonthly review meeting — past month + month ahead
IncludedAnnual budget prepared by June, reviewed quarterly
IncludedMonthly board-style meeting (48-hour agenda notice)
IncludedAction plan & meeting summary provided after each session
IncludedCadence alternates fortnightly-to-monthly as needed

Who Serves: Served personally by our principal accountant
Support: Requires Accounting & Tax Growth tier or above. Combines with Accounting & Tax Scale at the top end.

Other Services

Project & one-off work

Outside the recurring packages — quoted per engagement.

Compliance

Individual tax return: $275+GST

Registrations & Structures

Company setup: $1,400+GST
Trust setup: $1,400+GST
SMSF setup: $2,000+GST
ASIC compliance (add-on — not bundled into Core 1): From $220
Registered office service: From $220

One-Off Services

Business valuations: $8,000–$20,000
Business acquisitions (feasibility, implementation): From $2,500+
Business sale preparation: $2,000–$4,000+
Commercial agreement review: $1,000–$2,500
Estate / succession planning: $1,500–$3,000
One-off advisory/tax work (e.g. CGT estimates): From $500+

What Clients Say

Trusted by growing businesses

“Synergy Max has been a great decision for my business.

Handling and helping me understand my finances and getting the best advice to grow without the stress!”

Jordan - Water proofing company

“Synergy max goes the extra step all year, to assure a smooth quarterly and financial year transition to make the best financial choices for my business.”

Louis - Construction

“Synergy Max has been fantastic and has helped turn our messy and unorganised sole trader business into sophisticated and growing company. The professionalism and knowledge has been key in helping guide us, inform us and empower us as we cross any hurdles or make any decisions.”

Liam - Earthmoving

Ready to talk?

Book a call and we'll map the right package to where your business is headed.

Book a Call