Our Services
Entity structuring advice
This includes advice on how you should hold and operate your personal and
business assets to maximise tax efficiencies available and protect your wealth.
Accounting
This includes a wide range of tax and consulting services including;
Tax returns for individuals, partnerships, trusts, companies
Business activity statement preparation and lodgement
Instalment activity statement preparation and lodgement
Payroll tax
Superannuation obligations
Tax planning
Our philosophy is to understand the likely outcome for a business or family group prior to the end of the financial year. We work with our clients prior to 30 June to discuss various opportunities to minimise tax liabilities for clients and enable strategies to be discussed
and executed in order to achieve this
Establishment of software and relevant add on apps to efficiently run your business
We have worked with small business successfully to set up and guide them on cloud software and relevant apps to massively improve business efficiency. This may include a point of sale system for a retail business or a payroll app for employees to process timesheets as examples.
Bookkeeping services
We offer a complete bookkeeping function that can be specifically tailored to the needs of individual clients. This includes:
Data entry and bookkeeping
Management of accounts receivables and payables functions
Processing payroll and superannuation
In-house CFO role
We are aware many small businesses require these services and expertise, and the most effective way to achieve this is by outsourcing the role. We are very adept at preparing budgeting and forecasting work, cashflow management and performance reporting, and various other management reports relevant to your business’s life cycle. We are also experienced in presenting these reports to family members, business owners, board members and offer this as a service.