Boardly Bookkeeping

Plans and pricing

The best models
are the ones we find in nature.

Why Australian natives? Because they thrive in the toughest conditions.
We believe a business should be built the same way.

We don't bill by the hour, because hours reward slow work, not good work. Every plan is one fixed monthly fee and keeps your books Decision-Ready. The difference is how far ahead you need to see.

Wattle · Essence

Books that bloom quickly once they’re planted right.

Know where you stand

From

$1,200

a month, ex GST

Decision-Ready Books:

  • Weekly bookkeeping reconciled
  • Payroll
  • Accounts payable
  • Accounts receivable
  • Preparation & lodgement of BAS and IAS
  • Year-end accountant-ready books

Monthly:

  • Decision-Ready sign-off

Banksia · Resilience

Tough and resilient, thrives through every season.

See what's coming

From

$2,200

a month, ex GST

Wattle plus:

Banksia Resilience Intel

Weekly:

  • 13-week rolling cash flow forecast
  • Weekly cash dashboard

Monthly:

  • Decision-Ready sign-off
  • Cash position
  • Profit & Loss, Balance Sheet
  • Industry KPIs
  • Profit by product/service
  • Decision tracking
  • Recorded video walkthrough

Ironbark · Endurance

The hardwood. For a business built to last.

Decide where you're heading

From

$3,000

a month, ex GST

Banksia plus:

Ironbark Endurance Intel

Weekly:

Ironbark adds:

  • 12-month forecast

Monthly:

Ironbark adds:

  • Business KPIs
  • Budget versus actual

Quarterly:

  • An annual budget built with you
  • Two financial models a year
  • Quarterly owner’s board meeting
Book a discovery call

Your fee is quoted after your free Decision-Ready Assessment. The plan you choose depends on what you need from your numbers.

The Boardly comparison

What your bookkeeping costs you now.

Hire someone

One person holds all of it, and the salary is only the first line: super, leave, WorkCover and a desk come with it.

Everything they know about your books goes on holiday when they do, and leaves when they leave.

What it costs

$61,000 a year

For three days a week

Do it yourself

The reconciliations get done at night, after the work that actually brings money in.

And the books eat into the rest of your life too: time with family, a trip away, or just getting to the gym.

What it costs

Hard to put a number on. It’s time away from your customers and your next move.

Bring in a virtual CFO

Strategy priced for a business whose books are already current.

If yours aren't, the first job is still the bookkeeping, and that isn't in the package.

What it costs

$54,000 a year

Industry average for a standard package

Boardly

The books kept current to our Decision-Ready Standard, and your Boardly Intel built on them.

One team, one fixed monthly fee, and a registered BAS agent on every activity statement.

And no more second-guessing your numbers.

What it costs

$26,400 a year

Banksia's from-price

Who Boardly is for

We’re not for everyone.

The discovery call will show us both whether we’re the right fit.

Boardly is for

  • Australian businesses turning over $750k to $20m a year.
  • Businesses with staff, and at least 250 bank transactions a month across payables and receivables.
  • Owners who need current, accurate numbers to make decisions.
  • Owners who want to get out of the books, without the added cost of an in-house hire.
  • Businesses that need compliance kept up to date, like BAS and activity statement lodgements.

Boardly isn’t the right fit

  • Businesses with only a small number of bank transactions, or no staff.
  • Businesses that only need tax advice. Our BAS services are provided by Rebecca Rowe, a registered BAS agent. We don’t give income tax advice or prepare tax returns: that stays with your tax agent.
  • Businesses based overseas. We work with Australian businesses only.
  • Businesses that don’t want to run their books on Xero. We work only in Xero. If we’re a fit and you’d like to move to Xero, we can move you across.
How we work About Boardly

FAQ

Questions owners ask before they book

What does a plan cost?

Wattle starts from $1,200 a month, Banksia from $2,200 and Ironbark from $3,000, each ex GST. Your fee is quoted after your free Decision-Ready Assessment, based on the size and complexity of your books.

How do you work out my fee?

Your fixed monthly fee is set in your Decision-Ready Report, after the free Assessment has shown us what your books need. It reflects how many people are on your payroll and how they're paid, how many accounts, entities and connected systems feed your books, and how many transactions move through them in a month.

There is no hourly rate. The fee in your Engagement Letter is the fee you pay, and the letter lists the volumes it rests on, so a change later has something to be measured against.

Can I start with just bookkeeping?

Yes. The plan you start on is set by the work your business needs and the level of Boardly Intel you choose. Wattle covers the weekly bookkeeping, payroll, bills and invoices and your BAS or IAS.

What is the Decision-Ready Standard?

Every plan carries it. Up to the last day of each month, every bank, card and clearing account is reconciled and every transaction coded, and we close the month within 7 business days, not counting days we're waiting on something from you. Each month you get a short note with the date your books are current to and our on-time record for you.

I've had a bookkeeper before and it didn't fix things. What's different?

Most bookkeeping is judged on whether things got filed. Ours is judged on how current your books are. Every month you get a short note with the date your books are current to and our on-time record for you.

What is Groundwork, and what does it cost?

Groundwork, the first stage of working with us, has a one-off fixed fee, separate from your ongoing monthly fee. It covers setting up your systems, bringing your books to a reconciled starting point, and handing the admin over to us.

Its scope and fee come out of your free Decision-Ready Assessment and are set out in your Engagement Letter. Nothing is charged until you sign it.

What about GST?

The prices you see here leave GST out, and your Engagement Letter is written the same way. Where GST applies, it is added on your invoice.

Why don't you bill by the hour?

We believe trading hours for dollars rewards inefficiency. Our fixed, value-based pricing means you can talk to our team when you need to, without worrying about hourly charges.

Can my fee change?

Your fee is fixed. It moves in two cases. Each quarter we check your plan still fits the work, and if the work has grown or dropped we talk to you before anything changes, down as readily as up. And prices are reviewed each July, with at least 60 days' written notice. Anything outside your plan is quoted as a fixed price before it starts.

Do I have to be on Xero?

Yes. We work only in Xero. If your books are somewhere else and we're a fit, moving them across is part of Groundwork.

What happens after I book the call?

First, we listen. We’re genuinely curious about your business, the story behind it and exactly how your day-to-day operations work.

Next, we run a free Decision-Ready Assessment of your books to see where you stand. We follow up with a Decision-Ready Report, which shows where your books stand, with our recommendation and a fixed quote built around your goals. The report is yours to keep, no strings attached.

Book a discovery call

Find out where your books really stand.

The discovery call is the first step of our free Decision-Ready Assessment. We look at your books, cash flow and records, and give you a straight answer on where your books stand, with our recommendation and a quote.

Prefer to ask a question first? Email [email protected].

What to expect on the call

  • We listen first. Tell us how your business really runs.
  • We talk about what’s getting in the way. Books behind, cash flow you can’t see, compliance you’re not sure about.
  • You find out what happens next. If we’re a good fit, we start your free Decision-Ready Assessment.
  • No cost, no strings. The call and the assessment are free.
Choose a time

Pick a time that suits you on our booking page.