Australia EOY Consulting Services

• Please complete the EOY booking form, which includes details about your datasets so we can schedule time accordingly.
• We schedule appointments based on first in, first served so if you have a particular date/time or preferred consultant, we recommend you book early. We will do our best to accommodate your requests.
• Once scheduling is complete, our team will be in touch via email with all the details you need to prepare and get the most out of the session.

Flexpoints are a smarter way to budget for your EOY — and every other consulting need throughout the year. Allocate points across the Access services that matter most to your business, with no lock-in and no surprise invoices.

Already have Flexpoints? Use them to book your EOY session. Want to top up? Check out the FlexPoints Services Catalogue

Inclusions (Payroll)

• Final Pre EOY Archive of Live data
• Generation of STP Reconciliation report
• STP Finalisation event
• Create History Company
• Restore last archive into History Company
• Validate History company data
• History Company User Access (turn users off/on being able to open company)
• EOY Rollover
• Delete Terminated employees (time permitting)

Inclusions (Accounts)

• Check unallocated BAS & unposted GL
• Save Aged Trial Balance & General Ledger Trial Balance reports
• Check EOP / EOY not completed
• Final Pre EOY Archive of Live Data
• Create History Company
• Restore last archive into History Company
• Validate History company data
• History Company User access
• EOY Rollovers
• Archive Live Company for starting year

Exclusions

• Attache Software Upgrade
• Accounts Housekeeping - Delete transactions & documents & Assess Inactive
• Masterfile deleting
• ODBC Connections to History Company
• Clearview data Deleting
• FBT processing (please note all FBT’s must be entered prior to your last pay)
• Health Check

Not all Excluded services are available during your End of Year appointment, and may be scheduled before or after.

Late Booking Fee: A $100 late booking fee applies to bookings received after 23 May 2026. This will be communicated separately when late bookings open.

Please review pricing & packages available via our website first, then complete the booking form for a consultant to complete your End of Year Process.

The final price is based on the answers provided. An email confirming the final price and acknowledging your booking will be sent within 72 hours of receiving your booking form. Bookings can only be accepted via the online booking form.

Final appointment details will be emailed before 3 June 2026.

Booking requests submitted before 12 May 2026 will receive a 10% Early Bird Discount.

Attaché Cloud Hosted clients will receive a 10% discount off all EOY Services.

Our EOY Service assumes that you have completed all reconciliations and balancing, including but not limited to:

• Reconciliation of subsidiary modules to General Ledger
• Bank Reconciliation
• Reconciliation to Super companies/clearing house
• Reconciliation to ATO for PAYG paid
• Any other internal/external reconciliation process

If you would like assistance with these matters, please contact [email protected]
 
Make sure to check EOY service inclusions and exclusions. Some exclusions are available as an add-on service during the online booking process, and others are available pre or post EOY via email request to [email protected]

Standard company* is applicable for the first Attaché Accounts and/or first Attaché Payroll company processed at each appointment.

Large Company* is defined as 10+ users (Accounts) or 200–999 employees (Payroll). Companies with 1,000+ employees will be contacted after the booking form is received to determine requirements and pricing.

Additional Attaché companies completed at the same appointment will be charged the additional company price per Attaché company. Payroll and Accounts companies are each charged as a Standard Service, even if processed within the same Attaché company setup.

The booking form is separated into different appointment requirements. Please complete details for each separate appointment required (you will be asked at the outset how many appointments you need).
If you require Payroll and Accounts to be completed at the same appointment, enter these as one appointment only.

Note: even when completed at the same appointment, Payroll and Accounts are charged as separate standard packages.

If different modules (Customers, Suppliers, GL, Payroll) or different Attaché companies are required on different dates, please enter these as separate appointments.

If Payroll and Accounts modules will be ready more than 2–3 days apart, please list them as separate appointments to allow flexibility in consultant scheduling. The price does not differ whether completed at the same or separate appointments.

When selecting the last date processing will occur, ensure you select the date by which all modules selected for that appointment will be finished. (We will not schedule your appointment until after this date.)

Health Check: Scheduled directly by a Professional Services consultant during April and May 2026. A pre-configured checklist helps guide the Health Check. This service is included in your total booking cost but will be invoiced separately upon completion.

Attaché Software Upgrade: Includes upgrading Attaché Server, Attaché application, and Attaché Workstation on the server. Workstation upgrades are not included but can be added. Software Upgrade is completed separately to your EOY appointment and is only available before 6 June 2026 or after 15 July 2026. This service is included in your total cost but will be invoiced separately upon completion.

Pre and Post-EOY Follow-up Consulting: Your consultant may suggest additional consulting to fix issues or improve your system. These are optional and charged separately at normal consulting rates (a quote can be provided). Follow-up consulting appointments are not available from mid-June to mid-July due to EOY commitments.
 
If you have any questions related to EOY services, please email us at [email protected]

• All prices quoted are in AUD and exclude GST, and will be invoiced upon completion of the service.
• All EOY appointments will be completed remotely.
• Our consultant may require administrative access or have your IT administrator on hand during EOY processing, deleting and software upgrades
• Additional consulting time spent providing services that are not listed in the package will be charged at the EOY premium rate of $300 per hour.
• Cancellations and rescheduling: If you need to cancel or reschedule your appointment, please ensure you give us 24 hours’ notice so you avoid a cancellation fee. Note that rescheduling is only available to the extent of consultants’ availability.