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Plans

At HelloLedger, we offer flexible and scalable plans to meet your business needs—whether you're just getting started, ready to grow, or looking

to take things to the next level. â€‹

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Our plans are designed to simplify your accounting, streamline tax compliance

 and boost business performance.

 

From accounting and tax to business advice to SMSF services, find the plan that works for you. â€‹Choose your focus and explore our plans below.

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Need More?

Customise Your Plan​​

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We know every business is unique.

 

That’s why our plans come with optional add-ons and upgrades to give you

even more flexibility and support when you need it.​

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Build the plan that fits your business—simply choose a base plan and add what you need.

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Accounting & Tax Plans

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Foundations

"Get your basics covered."

Everything you need to keep your business organised and compliant—no fuss, just the essentials.

Gives you the essentials for keeping finances in order.

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Growth

"Step up your game."

Take control of your business with deeper insights, better planning, and a clear path to growth.

More support with budgeting and planning to help you grow.

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Momentum

"Fast-track your success."

Boost your business with tailored strategies, detailed reports, and expert support to push you to the next level.

Full support with real-time financial insights for serious growth.

Foundations $497 per month OR

$4970 annual (2 months free)

Growth $947 per month OR
$9470 annual (2 months free)

Includes all Foundations features and more

 

Get organised​

  • Xero configuration and optimisation to support your growth.

  • Detailed monthly budget analysis to identify growth opportunities.

  • Quarterly BAS preparation with insights to improve cash flow.

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Save time​

  • Fortnightly bank reconciliation for better cash flow oversight.

  • Financial reports for better decision-making by by 15th of each month.

  • Query responses within 48 hours for faster support.

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Gain clarity​

  • Monthly reporting with KPIs, balance sheet, cash flow and management report.

  • Monthly financial and strategy call with actionable insights for growth.

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Plan and grow​

  • Custom strategy plan and coaching to guide your growth.

  • Access to 8 week cash flow self-guided analysis to improve financial control.

  • Year-end business, tax, and budgeting advice to optimise your results.

  • Annual financial statements and tax return to optimise your results.

  • Annual business health check to track overall progress.

  • Detailed annual forecast to guide your business growth.​​​

 Momentum $2997 per month OR

 $29970 annual (2 months free)

 Momentum $2997 per month or $29970 annual
(2 months free)

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Business Advice Plans

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Pathway

“Chart your path to success.”

At your own pace gain the knowledge and tools to build a strong financial foundation and set a clear course toward business success.

For people who want to work at their own pace and set goals.

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Navigator

"Build a foundation for success."

We’ll help you establish a strong financial base, optimise your cash flow, and create a clear path toward long-term business success.

For those who want regular advice each month to keep on track.

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Mastermind

"Accelerate your journey to success."

You’ll gain expert insights, join a high-level mastermind, and implement strategies that fast-track your business to greater profits and lasting success.

For fast-growing businesses that want top-level advice and support.

Pathway $197 per month or $1970 annual

Mastermind $2997 per month OR $29970 annual

Includes all Navigation features and more

 

Gain Clarity and Direction​

  • Bi-Monthly 90-Minute Deep-Dive Sessions: Identify growth opportunities and strategic shifts faster with more in-depth, personalised sessions.

  • Full Implementation Support: Accelerate progress by having hands-on help to execute the most impactful strategies.

  • VIP Day: Create a powerful 90-day roadmap during an immersive, full-day strategy session.

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Achieve Faster Results​

  • Weekly Personalised Accountability Check-Ins: Ensure rapid growth with weekly check-ins that adjust your goals and strategies to meet challenges head-on.

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Improve Efficiency and Operations​

  • Access to Enhanced Resources: Implement advanced tools and systems to optimise your business processes and achieve greater efficiency.

  • Full Implementation Support for Key Recommendations: Get expert guidance and help with setting up efficient systems, marketing campaigns, or financial tracking tools.

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Gain Strategic Insights​

  • Annual Comprehensive Business Audit:  Receive an in-depth review of your financials, operations, and marketing, revealing new growth opportunities and areas for improvement.

  • Access to Mastermind Group: Benefit from strategic peer insights and new perspectives in exclusive mastermind sessions.

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Enhanced Support and Accountability​

  • VIP Unlimited Priority Email Support: Solve urgent problems quickly with 24-hour access to real-time support for all your pressing issues.

 

Learn and Grow Continuously​

  • Quarterly Mastermind Group Meetings: Elevate your business strategies by engaging with other successful business owners, sharing best practices, and learning through collaboration.

  • Access to Premium Subscriptions: Stay ahead with access to tools like Audible, getAbstract, and Harvard Business Review, allowing you to continuously learn and gain valuable insights that support your business growth and success.

Navigation $497 per month OR $4970 annual

Spark FREE

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SMSF Plans

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Core

“Simplify and stay compliant.”

Get the essentials to manage a simple and compliant SMSF, including annual financial statements, tax returns, and regular compliance reviews.

Perfect for individuals with straightforward SMSFs focused on standard investments like cash and shares.

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Progress

“Grow your SMSF with confidence.”

Designed for growing SMSFs, this package supports property investments, managed funds, and pension accounts while ensuring compliance and flexibility.

Ideal for SMSF holders with diverse investments and pensions, looking to expand their portfolio and maximise growth opportunities

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Summit

"Take your SMSF to the next level."

Comprehensive services for complex portfolios, covering non-standard assets, multiple properties, pensions, restructures, and borrowing arrangements.

Best for experienced investors managing complex SMSF portfolios and seeking advanced strategies and flexibility.

Core $108.33 per month or $1300 annual

Progress $166.67 per month or $2000 annual

Includes all Core features​

  • Access enhanced services for SMSFs with diverse investment needs.
     

Support for one residential or commercial property​

  • Confidently manage property and other complex investments.

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Managed funds and wrap accounts supported via data feeds

  • Optimise investment tracking and reporting for growth-focused SMSF.

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Support for up to two pension accounts and one limited recourse borrowing arrangement (LRBA)

  • Plan and manage your retirement strategies with professional guidance.

Summit $250.00 per month or $3000 annual

Mastermind $2997 per month of $29970 annual

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