Edit

Our Standard Packages

Financial Outsourcing
(including bookkeeping) Packages

1
Quarterly Reviews

from $105.00per week
per entity

This package is for those who want to keep track of their own debtors & creditors but need a helping hand to manage their basic bookkeeping and compliance requirements. Payroll services not included.

Quarterly Professional Review
Quarterly Basic Financial Reports
Quarterly Review of Bank & Credit Card Reconciliations
Review of End of Year Reconciliations and Balance Sheet Item Checks for maximum efficiency during EOY Accounts Preparation
Quarterly Reviews do not involve ensuring the bookkeeping suggestions have been correctly executed. Any time spent checking this will be billed at standard hourly rates if requested by the Practice.

2
Need a hand

(simple)

from $285.00per week
per entity

For those who only require the detail of Cash Accounting and wish to outsource the Practices basic bookkeeping work

Cash Accounting
Reconcile Bank & Credit Card Accounts
Monthly Accounts Review
Monthly Basic Financial Reports
Enter & Match Invoices & Bills to Corresponding Transactions
Preparation & Lodgement of Installment and Business Activity Statements
Processing and Recording Doctors Pays in DPC & Xero - does not include physically paying them
Payroll available if required

4
We Got Everything

(complex)

Enquire for price

For those who wish to outsource all COMPLEX & IRREGULAR bookkeeping tasks. This package also includes several templates the Practice may wish to use and annual compliance. Excludes non- bookkeeping advice. See package 9 for more information.

Annual Tax & Accounting Compliance
All Tax Office Enquiries
Division 7A Loan Agreement & Management
Dividend Statements & Distribution Minutes
Depreciation, Intangibles and Non-Regular Transactions
Annual Tax, Accounting, Financial Statements
Tax Returns
Statutory Register Compliance
Workcover, Payroll Tax, Superannuation and other Statutory Authorities
Capital Gains and Fringe Benefits Tax Payroll available if required Trust, Company, Partnership, and Sole Trader Accounting
End of Year Detailed Management Letter and Annual Benchmark Reporting
All items listed in 3. We Got You

Payroll Services: Payroll is not included in the prices above and will incur additional charges based on the number of employees the Practice has. 

Please note this quote does not include any set-up or remediation work, and any work of that nature will be charged at our standard hourly rate of $190 per hour, and this does not include repeat reminders or all complex transactions (e.g. Purchase of Assets and Loans). Our Standard hourly rates apply for these transactions. All services will be provided during normal working business hours. Allow 2-3 working days for the completion of each task.

All prices advertised above are exclusive of GST.

Edit

Specialised Products & Services

High Performance Reporting

5
HIGH PERFORMANCE

Where are you now

(KPI PERFORMANCE REPORTING & NEAR-LIVE INDUSTRY AVERAGE BENCHMARKING)

total Fee $550.00per month

Reporting Fee: $400.00 per month

Plus 3rd Party Fee: $150.00 per month

Near-Live Monthly Benchmarking with Nudge Advice
Monitors Performance Against Key Performance Indicators (KPI's) set by the Practice
Compares Current Periods Results to the Same Period Last Year's Results
Brief Written Analysis on all Results

6
ULTRA HIGH PERFORMANCE

How do you get to your financial goal

(KPI PERFORMANCE REPORTING & NEAR-LIVEINDUSTRY AVERAGE BENCHMARKING)

total Fee $760.00per month

Reporting Fee: $610.00 per month

Plus 3rd Party Fee: $150.00 per month

Includes all Items listed in 5. High Performance
Customised Reporting tailored to your Practices Needs
Customised KPI's specific to your Practice's goals
2 Hours of Practice Mentoring
2 Verbal Advice - non-cumlative

Please note this quote does not include any set-up or remediation work and any work of that nature will be charged at our standard hourly rate of $190 per hour

Please also note Health and Life do not receive any commissions or incentives to promote/use 3rd party providers. These costs are simply reimbursement costs for Health and Life

All prices advertised above are exclusive of GST.

7
DOCTORS PAY CALCULATOR SOFTWARE (DPC)

(DO IT YOURSELF BOOKKEEPING)

total Costs $1,400.00per annum

Annual Software Licensing Fee
(upfront cost)

from $610.00
per annum

Plus 3rd Party Costs
Cloud Hosting
(upfront)

from $600.00
per annum per person

This is a software program developed by us and is unavailable anywhere else in Australia. It is a database program that helps practices calculate pays to providers who are paid on a percentage of their gross receipts. It automatically prepares Tax Invoices, BAS and Income Tax Extract Summaries as well as calculating guaranteed minimums and other incentive payment arrangements. Set-up fee not included (ie. template COA Xero mapping to Doctors Pay Calculator ad Medical Software Program).

Doctors Pay Calculator Program in the Cloud
Annual License Fee
3rd Party Cloud Hosting Costs
All prices advertised above are exclusive of GST

Please also note Health and Life do not receive any commissions or incentives to promote/use 3rd party providers. These costs are simply reimbursement costsfor Health and Life.

We are not lawyers, only discussing commercial matters. Any advice provided is commercial advice, any
legal advice we will recommend an independent law firm who has prepared these documents. All services will be provided during normal working business hours. Allow 2-3 working days for the completion of each task.

We are not lawyers, only discussing commercial matters. Any advice provided is commercial advice, any
legal advice we will recommend an independent law firm who has prepared these documents.

If this package is not purchased, due to professional indemnity insurance reasons, a 30% higher consulting rate applies to the quoted figure above.

10
CLINICAL MENTORING Collaborative (Clinical) Peer Review (CPR) Tool

Complimentary$0.00per month



The CPR Tool is a virtual centralised international healthcare standard and ethics cloud tool to improve patient outcomes and reduce preventable errors.

We do this by globally centralising healthcare standards and ethics that you can understand and trust.

Improving commonly agreed patient healthcare outcomes

24/7 online access to peer review clinical issues
Collation of the latest peer-reviewed guidelines
This is a trial version for the collation of timely and relevant international commonly agreed peer-reviewed healthcare and ethical standards. No responsibility is taken for the accuracy of this information
Health and Life pro bono are establishing an What does this include? independent not for profit
By 2030, one person at a time, we aim to improve your health and reduce preventable healthcare errors.
We do this by globally centralising healthcare standards and ethics that you can understand and trust.
Target 192 signatory countries
Edit

Personal Financial Needs & Specialist Services

For Your Personal Financial Needs
and Specialist Services

11
Health and Life My Prosperity

My Prosperity Cloud Subscription

Personal Financial Planning Tool For:
Wills
Investments
Insurance
Loans & Savings Calculator
Valuations - Car & Home
Real Time Personal Income & Expenditure Tracking
Real Time Cash Flow Management

12
As Needed

Anything not covered in your package

A fixed fee or our pre-agreed standard hourly rates apply

For those who wish to outsource all COMPLEX & IRREGULAR bookkeeping tasks. This package also includes several templates the Practice may wish to use and annual compliance. Excludes non- bookkeeping advice. See package 9 for more information.

Special Projects
Set Up, Restructuring and Succession Planning:
Optimum legal and tax structures e.g Trusts Deeds, Company Constitutions and Partnership Agreements
Template Practice Agreements e.g. Service - Loans & Savings Calculator Agreements, Employment Kits, and Buy - Sell
GST Compliant Chart of Accounts
Recruitment and Retention:
Service Agreements (Contractors) - payroll tax reviewed
Doctors Pay Calculator Software Program
Performance:
Doctors Pay Calculator (bookkeeping only)
Patient Satisfaction and Practice Culture
Fair Remuneration Assessments
Advice and Negotiations
Key Performance Indicators
The Good Bad and Ugly Report (GBU)
Valuations - Practice and Pathology Market Rent assessments
Optimal Clinical Service Model
Optimal Business Model
Annual Tax Accounting
Financial Statements and Tax Returns
Annual Corporate Secretarial ASIC minutes, Registers
Remediation
Edit

Our Standard Packages

Financial Outsourcing
(including bookkeeping) Packages

1
Quarterly Reviews

from $105.00per week
per entity

This package is for those who want to keep track of their own debtors & creditors but need a helping hand to manage their basic bookkeeping and compliance requirements. Payroll services not included.

Quarterly Professional Review
Quarterly Basic Financial Reports
Quarterly Review of Bank & Credit Card Reconciliations
Review of End of Year Reconciliations and Balance Sheet Item Checks for maximum efficiency during EOY Accounts Preparation

2
Need a hand

(simple)

from $285.00per week
per entity

For those who only require the detail of Cash Accounting and wish to outsource the Practices basic bookkeeping work

Cash Accounting
Reconcile Bank & Credit Card Accounts
Monthly Accounts Review
Monthly Basic Financial Reports
Enter & Match Invoices & Bills to Corresponding Transactions
Preparation & Lodgement of Installment and Business Activity Statements
Processing and Recording Doctors Pays in DPC & Xero - does not include physically paying them
Payroll available if required

4
We Got Everything

(complex)

Enquire for price

For those who wish to outsource all COMPLEX & IRREGULAR bookkeeping tasks. This package also includes several templates the Practice may wish to use and annual compliance. Excludes non- bookkeeping advice. See package 9 for more information.

Annual Tax & Accounting Compliance
All Tax Office Enquiries
Division 7A Loan Agreement & Management
Dividend Statements & Distribution Minutes
Depreciation, Intangibles and Non-Regular Transactions
Annual Tax, Accounting, Financial Statements
Tax Returns
Statutory Register Compliance
Workcover, Payroll Tax, Superannuation and other Statutory Authorities
Capital Gains and Fringe Benefits Tax Payroll available if required Trust, Company, Partnership, and Sole Trader Accounting
End of Year Detailed Management Letter and Annual Benchmark Reporting
All items listed in 3. We Got You

Payroll Services: $12 per employee for first 10 employees + $7 per additional employee (excluding GST).

Please note this quote does not include any set-up or remediation work, and any work of that nature will be charged at our standard hourly rate of $190 per hour, and this does not include repeat reminders or all complex transactions (e.g. Purchase of Assets and Loans). Our Standard hourly rates apply for these transactions. All services will be provided during normal working business hours. Allow 2-3 working days for the completion of each task.

All prices advertised above are exclusive of GST.

Edit

Specialised Products & Services

High Performance Reporting

5
HIGH PERFORMANCE

Where are you now

(KPI PERFORMANCE REPORTING & NEAR-LIVE INDUSTRY AVERAGE BENCHMARKING)

total Fee $550.00per month

Reporting Fee: $400.00 per month

Plus 3rd Party Fee: $150.00 per month

Near-Live Monthly Benchmarking with Nudge Advice
Monitors Performance Against Key Performance Indicators (KPI's) set by the Practice
Compares Current Periods Results to the Same Period Last Year's Results
Brief Written Analysis on all Results

6
ULTRA HIGH PERFORMANCE

How do you get to your financial goal

(KPI PERFORMANCE REPORTING & NEAR-LIVEINDUSTRY AVERAGE BENCHMARKING)

total Fee $760.00per month

Reporting Fee: $610.00 per month

Plus 3rd Party Fee: $150.00 per month

Includes all Items listed in 5. High Performance
Customised Reporting tailored to your Practices Needs
Customised KPI's specific to your Practice's goals
2 Hours of Practice Mentoring
2 Verbal Advice - non-cumlative

Please note this quote does not include any set-up or remediation work and any work of that nature will be charged at our standard hourly rate of $190 per hour

Please also note Health and Life do not receive any commissions or incentives to promote/use 3rd party providers. These costs are simply reimbursement costs for Health and Life

All prices advertised above are exclusive of GST.

7
DOCTORS PAY CALCULATOR SOFTWARE (DPC)

(DO IT YOURSELF BOOKKEEPING)

total Costs $1,400.00per annum

Annual Software Licensing Fee
(upfront cost)

from $610.00
per annum

Plus 3rd Party Costs
Cloud Hosting
(upfront)

from $600.00
per annum per person

This is a software program developed by us and is unavailable anywhere else in Australia. It is a database program that helps practices calculate pays to providers who are paid on a percentage of their gross receipts. It automatically prepares Tax Invoices, BAS and Income Tax Extract Summaries as well as calculating guaranteed minimums and other incentive payment arrangements. Set-up fee not included (ie. template COA Xero mapping to Doctors Pay Calculator ad Medical Software Program).

Doctors Pay Calculator Program in the Cloud
Annual License Fee
3rd Party Cloud Hosting Costs
All prices advertised above are exclusive of GST

Please also note Health and Life do not receive any commissions or incentives to promote/use 3rd party providers. These costs are simply reimbursement costsfor Health and Life.

We are not lawyers, only discussing commercial matters. Any advice provided is commercial advice, any
legal advice we will recommend an independent law firm who has prepared these documents. All services will be provided during normal working business hours. Allow 2-3 working days for the completion of each task.

We are not lawyers, only discussing commercial matters. Any advice provided is commercial advice, any
legal advice we will recommend an independent law firm who has prepared these documents.

If this package is not purchased, due to professional indemnity insurance reasons, a 30% higher consulting rate applies to the quoted figure above.

10
CLINICAL MENTORING Collaborative (Clinical) Peer Review (CPR) Tool

Complimentary$0.00per month



The CPR Tool is a virtual centralised international healthcare standard and ethics cloud tool to improve patient outcomes and reduce preventable errors.

We do this by globally centralising healthcare standards and ethics that you can understand and trust.

Improving commonly agreed patient healthcare outcomes

24/7 online access to peer review clinical issues
Collation of the latest peer-reviewed guidelines
This is a trial version for the collation of timely and relevant international commonly agreed peer-reviewed healthcare and ethical standards. No responsibility is taken for the accuracy of this information
Health and Life pro bono are establishing an What does this include? independent not for profit
By 2030, one person at a time, we aim to improve your health and reduce preventable healthcare errors.
We do this by globally centralising healthcare standards and ethics that you can understand and trust.
Target 192 signatory countries
Edit

Personal Financial Needs & Specialist Services

For Your
Personal Financial Needs
and Specialist Services

11
My Prosperity

My Prosperity Cloud Subscription

from $30.00per user
per month

Standard hourly rates apply for set-up time.

All prices advertised above are exclusive of GST

Personal Financial Planning Tool For:
Wills
Investments
Insurance
Loans & Savings Calculator
Valuations - Car & Home
Real Time Personal Income & Expenditure Tracking
Real Time Cash Flow Management

12
As Needed

Anything not covered in your package

A fixed fee or our pre-agreed standard hourly rates apply

For those who wish to outsource all COMPLEX & IRREGULAR bookkeeping tasks. This package also includes several templates the Practice may wish to use and annual compliance. Excludes non- bookkeeping advice. See package 9 for more information.

Special Projects
Set Up, Restructuring and Succession Planning:
Optimum legal and tax structures e.g Trusts Deeds, Company Constitutions and Partnership Agreements
Template Practice Agreements e.g. Service - Loans & Savings Calculator Agreements, Employment Kits, and Buy - Sell
GST Compliant Chart of Accounts
Recruitment and Retention:
Service Agreements (Contractors) - payroll tax reviewed
Doctors Pay Calculator Software Program
Performance:
Doctors Pay Calculator (bookkeeping only)
Patient Satisfaction and Practice Culture
Fair Remuneration Assessments
Advice and Negotiations
Key Performance Indicators
The Good Bad and Ugly Report (GBU)
Valuations - Practice and Pathology Market Rent assessments
Optimal Clinical Service Model
Optimal Business Model
Annual Tax Accounting
Financial Statements and Tax Returns
Annual Corporate Secretarial ASIC minutes, Registers
Remediation