Services

We are a one stop shop provides various and ongoing services that are time efficient and affordable.

Business and tax planning

Success is about planning, and we want to help you achieve success. You will set solid and realistic business goals and define strategies for achievement.
To ensure you don’t pay excessive tax on your profits, a tax plan will ensure appropriate tax saving strategies are put in place before 30 June each financial year.

Bookkeeping; BAS and IAS returns

Leave the ad hoc bookkeeping to us and focus on your core business. We will also deal with the regular preparation and lodgment of Business Activity Statements (BAS) and Instalment Activity Statements (IAS)

Tax returns and Financial statements

Preparation and lodgment of annual tax return and financial statement. Preparation of all other compliance documents.

SMSF administration

All the ad hoc administration for your self managed superannuation fund. Preparation and lodgment of SMSF tax return and financial statement.

Business set up and structure

Together we will help you understand and make the right choices early on to ensure your business is setup correctly from the start.

Business improvement and Financial Health Check

We collaborate with our clients for ongoing business improvement, with a focus on growth, profit and cashflow.

Benchmarking and Valuation

We assess your business performance against industry benchmarks to identify strengths, gaps, and growth opportunities. If you’re planning to sell, restructure, or bring on investors, we can also provide a clear and accurate business valuation to support your next move.

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Your Business Journey With Us

Day 1

Assess if we are good fit together.
Tell us about yourself / business including goals and value. We then each decide if we are the right fit for each other.

Month 1

We tailor support to meet your needs in our engagement.
You sign our proposal / engagement letter. We request and transfer from your previous accountant.

Month 2

We complete boring admin stuff.
We get your books and compliance work up to date. Overview your bookkeeping systems and improve efficiency.

Month 3

Develop your annual business plan.
Clarify your vision. Set a 12-month plan with quarterly goals and actions. Establish training & support needs.

Month 4-5

Implement best business practice.
A tailored service plan to support you to achieve your goals. Including Management, Reporting, Tax planning.

Let's Work Together

Not sure where to start?

Our comprehensive Business Startup Package is designed to guide you through the initial stages of starting your own business.

Our package includes information on different business structures, including sole trader, company, and trust, as well as information on GST registration and the overall tax system. We also cover important topics such as legal obligations for employing staff or subcontracting, payroll and superannuation. It also includes BONUS FINANCIAL HEALTH CHECK QUESTIONNAIRE help you gain more confidence in your numbers and which ones you need to keenly monitor.

Once you’ve gone through the package, you have the option to book a long meeting with us (at an additional cost) or an obligation-free 10-minute phone call to further discuss any questions or concerns you may have.

Buy for $299