All packages require a minimum 3-month commitment. Service operates in clear 3-month cycles from your agreed start date.

Document limits apply per 3-month service cycle and do not carry forward into the next cycle. Each cycle runs for three consecutive months from your agreed service start date and does not need to align with financial or calendar quarters.

Expense documents for the previous month are to be submitted by the 5th of each month to maintain consistent processing.
Late submissions may affect turnaround timing.

Digital submission -  PDF or image files via secure electronic delivery.

Postal submission - Clients are responsible for all postage costs and must include a prepaid self-addressed envelope for original documents  to be returned.

Digital submission is recommended for efficiency and record clarity.

If you have a backlog of unorganised expense records, an initial setup phase may be required before ongoing service begins.

Initial setup is assessed based on time and complexity and typically falls within the following ranges:

Light setup – from $149

Standard setup – from $199

Extensive setup – from $299

The setup scope and fee (if applicable) will be confirmed before service begins.

Monthly fees are payable in advance. Service begins once initial setup (if required) and the first month’s fee are confirmed.