What BM-360 is
An accounting practice's price book, job list, and invoicing, covering tax and compliance, advisory, and bookkeeping support.
Professional
Accounting practice software for tax returns and BAS lodgement
An individual tax return and a company return with a BAS lodgement on top should not both need a bespoke engagement letter from scratch. Scope both from the same book, and quote before the first meeting.
Individual tax return
BAS lodgement
Company tax return
Bookkeeping tidy-up
Scoped before the first meeting
From enquiry to engagement, without the back and forth
A tax return and a BAS lodgement both sit in the same price book, so a new client sees a clear scope before you have even met.
Client meeting or the office
Scope a new enquiry between meetings on your phone. Build out advisory and SMSF pricing from the office desktop.
Advisory work stays billable
An hourly tax advisory session and a fixed-fee return sit as separate lines, so scope creep gets its own number instead of vanishing into "the return".
Your week
From enquiry to lodged, on schedule
Accounting work runs against deadlines that do not move, so scoping fast matters as much as scoping correctly.
What goes wrong
A new client enquiry describes "a few things", gets a rough verbal estimate, and the real scope only appears after the first meeting.
How a job runs with BM-360
The enquiry lands on your job list, priced from the book, whether it is an individual return or a company structure review.
What the week looks like
Returns, BAS lodgements, and advisory sessions sit on the same list, and the invoice matches the engagement you scoped up front.
Price book
Jobs already named for accountants
Tax and compliance work, advisory sessions, and bookkeeping support are already listed, priced by return type or by the hour. Prices stay hidden from the client until you confirm.
Tax & compliance
- Individual tax return
- Company tax return
- BAS lodgement (standard)
- GST registration setup
- FBT return
Advisory & planning
- Tax advisory (hourly)
- Business structure review
- Cash flow planning session
Bookkeeping support
- Bookkeeping catch-up (hourly)
Business services
- Financial statements preparation
- Audit support
- Company / trust establishment
Software & subscriptions
- Xero setup & training
- MYOB file setup
- ASIC annual review (disbursement)
- Government lodgement fees
- Cloud backup subscription
- ABN / ASIC lookup fees
SMSF & specialist
- SMSF establishment
- SMSF annual return
Add-ons
- Rush lodgement surcharge
- On-site meeting travel
- After-hours consultation
- Document scanning & filing
Other business types
More in Professional
Each type has its own jobs and prices. If Accountant is close but not quite right, try another in this group, or see all business types.
Bookkeeper
Monthly bookkeeping and catch-up work with clear package or hourly pricing.
Business coach / consultant
Strategy sessions, retainers, and growth packages for owner-operators.
Lawyer / solicitor
Fixed-fee legal packages for common SME and personal matters, with inspect-first for complex work.
Financial adviser
Advice packages for retirement, investments, and personal wealth planning.
Virtual assistant
A 10-hour monthly retainer and a one-off inbox and calendar cleanup should not need two different proposals. Price the retainer tiers, quote the one-off, from the same book.