Advisory pricing

The right support. A clear fee.

Start with a clear picture of your business. Add ongoing advice when you want a CPA in your corner.

Discuss the right support

Already have an accountant? Keep them. We work alongside them. No custom software required.

A clear starting point

Business Health Check

See where money is made, what is holding the business back and what to tackle first.

$4,500one-off, excluding GST

Discuss your Health Check

Included with ongoing support. A 6-month ongoing support agreement includes the Health Check at no extra cost. Bought it on its own? Start ongoing support within 30 days of receiving your report and the full $4,500 is credited against your monthly fees.

Prices in AUD. Delivered within two weeks of receiving all the access and information we need. Bookkeeping clean-up or extra investigations are quoted separately and only go ahead with your approval.

Business Health Check

Contents

Illustrative example

  1. A clearer financial picture

    Your financials, cash and costs, with gaps in the information identified.

  2. Priorities grounded in your business

    Industry benchmarks and your trading history put the findings in context.

  3. A practical 90-day action plan

    Prioritised actions, responsibilities and measures, explained in a findings meeting.

Illustrative example of the report structure, not a client result.

Someone to work through the decisions with you.

Choose one level of involvement. These are alternatives, not fees you add together. Prices in AUD, with a 6-month minimum term.

Option A

Regular advice & accountability

Ongoing Advisory & Fractional CFO

For owners who want a regular financial review and a clear next step.

From$3,000per month, excluding GST

  • One meeting a month to review profit, cash and costs and answer your questions
  • Cash-flow planning and agreed performance measures
  • Advice on pricing, hiring and spending decisions
  • Review of agreed actions and what has improved

Useful financial reporting is part of the advice. No custom dashboard required.

Discuss ongoing support

Option B

A closer working relationship

Extended Fractional CFO Support

For owners facing bigger decisions: deeper analysis, plans that test options before you commit, and closer support.

From$6,000per month, excluding GST

  • Two meetings a month, plus advisory support during Sydney business hours
  • Two extra 20-minute calls a month with Armin Hashemi, CPA, booked with 24 hours’ notice
  • An MBA-qualified adviser on call during business hours
  • Guidance on tax and compliance questions from NeoRise Advisory Pty Ltd, a registered tax agent

Your proposal sets the meeting schedule, priorities and how support between meetings works.

Discuss extended support

Your business shapes the final quote. Fees reflect your business’s complexity, the condition of your records and the support you need. The proposal sets out the work and fee before you commit.

Optional systems projects

Know the cost to build it. And to run it.

Bring your numbers together, track job costs or ask an AI assistant that answers from approved business information. We design the setup once we understand what information you need.

Quoted separately. Dashboards, software connections and AI assistants are not part of the monthly advisory fee—and not a requirement for advice.

See how dashboards and systems work

Systems project proposal

Cost lines

Illustrative example

  1. Scope

    The information you need and the right setup to provide it.

  2. Build & setup

    The agreed solution, connections, testing and handover.

  3. Software & running costs

    Subscriptions, hosting and any usage-based charges.

  4. Ongoing technical support

    Maintenance, support and how future changes are priced.

TotalSet out in your proposal before you commit

Illustrative example. Each systems project is quoted separately, so no prices are shown.

Advice you can act on. A scope you understand.

We advise and review progress. You and your team lead the changes in your business.

We advise

  • Help you decide what to change
  • Review progress against the plan
  • Work alongside your accountant, with your permission

You and your team act

  • Lead the operational changes
  • Your providers carry out sales and marketing
  • Bookkeeping, tax returns and lodgements stay with your accountant: separate services, not a condition of working with us
Need accounting & tax support?

A few practical questions.

Do I have to buy the Health Check and ongoing support?

No. The Business Health Check stands on its own. A 6-month ongoing support agreement includes it at no extra cost, and if you start ongoing support within 30 days of receiving your report, the full $4,500 is credited against your monthly fees.

What does “from” mean?

The monthly prices are starting points. Your quote depends on your business, the quality of the information available and the involvement you need. Extended support is an alternative to the $3,000 option, not an additional fee.

What if my books need work first?

We identify the gaps and discuss them with you and your accountant or bookkeeper. Bookkeeping clean-up is separate from the Health Check and from ongoing advisory, and is scoped and approved first.

Will I need to pay for a dashboard or new software?

Not necessarily. Advice includes useful financial reporting from the information available. If a custom dashboard, new data collection or an AI assistant would help, we explain why in a separate proposal. You decide whether to proceed.

What commitment am I making?

The Health Check is a one-off engagement. Ongoing support has a 6-month minimum term; your proposal sets out the meeting schedule, payment arrangements and how changes or ending the engagement work. There is no automatic commitment to a systems build.

Are these accounting and tax packages?

No. These prices are for NeoRise.ai business advisory and fractional CFO services. Accounting, bookkeeping and tax through NeoRise Advisory Pty Ltd are separately agreed. You can also keep your existing accountant.

Not sure which support fits?

Tell us what feels difficult and what you want to improve. We’ll suggest a sensible starting point and a clear proposal.

The first call is a free 20-minute conversation, with no financial documents needed.

Please do not send tax file numbers, bank details or other sensitive records.

We reply by email within one business day.

Call1800 714 202

Emailsupport@neorise.ai

OfficeSuite 501, South Tower, 1–5 Railway St, Chatswood NSW 2067