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.