Service Levels

At Trilogy Professional Group, we have divided our services into 3 levels to give our clients the flexibility to choose the level of service that best suits their needs.

Our 3 Service Levels are:

1. Compliance Plus

Ideal for small business clients wanting a basic service to ensure they are compliant  with Australian legal, statutory and regulatory bodies.

Compliance Plus includes:

• Preparation of Annual Tax Return
• Preparation of Annual Financial Reports
• Preparation of Quarterly Activity Statements (if required)
• Ongoing education for workshops, seminars and monthly newsletters

2. Growth Plus

Ideal for clients wanting to monitor and grow their business, understand their financials and be able to make informed decisions based on them.

This is for businesses wanting to measure performance on a regular basis and identify areas of improvement and opportunity.

Growth Plus includes all benefits of Compliance Plus and:

• Review and lodgement of Quarterly Business Activity Statements
• Quarterly Financial Reporting and Performance Review
• Monitoring of KPIs
• Tax Planning Annual Meeting
• Preparation and lodgement of annual Tax Return and Financial Reports
• Ongoing education including workshops, seminars and monthly newsletters.

 3. Acceleration Plus

This is a monthly consulting service ideal for clients wanting to accelerate their business growth. Performance is measured, monitored and reviewed each month. A monthly action list is formulated to ensure improvements are achieved and opportunities can be taken advantage of as they arise.
This is a customised service for businesses wanting more regular involvement from their Accountant and Advisor to fast-track their growth.

It includes all services in Growth Plus and:

• Monthly financial reporting and performance review
• Monthly Key Performance Indicators (KPIs) - measurement and monitoring
• Monthly action list targeting areas of opportunity and improvement