Service Areas

Financial Statements & Tax Returns

We prepare the financial statements and tax returns for you and your business. We work through a methodical approach to ensure the best tax outcome is achieved whilst also ensuring the process is seamless and timely to ensure we can provide you with information about your business that allows you to make decisions about your business

Strategic Planning Day & Monitoring and Accountability

Budget & Cashflow Forecasting

Virtual Chief Financial Officer (VCFO)

We are equally equipped to provide solutions to assist you in bookkeeping and payroll solutions. From completing the day to day bookkeeping for your business to ensuring the payroll for your staff is completed in accordance with STP reporting measures we are here to ensure that these things are being done in a timely and compliant manner.

In addition we have a systemised process to ensure that your obligations in regards to your Instalment Activity Statements and Business Activity Statements are completed on time and correct each month or quarter. We provide assistance in training you to ensure that your compliance regarding GST reporting and or PAYG Withholding are completed correctly each time.

We are also a Xero Partner that also allows us to provide solutions to your accounting software requirements and are equipped to provide training and implementation to you and your staff to ensure you can get reports out of your systems that allow you to make decisions about your business

Bookkeeping, Business Activity Statements & Payroll

Thinking of starting or have just started your own business. It is imperative that you contact us so we can guide you through the process to ensure a smooth transition into self employment. We provide you with advice in and around the right business structure to operate out of, what records that need to be kept and how to keep track of your business income and expenses. We also provide you with training and tips on how best to get things up and running whilst also providing a sounding board for ideas where required.

Tax Planning

We have never met a business owner that enjoys paying income tax. Unfortunately it is part and parcel of business and life, however that does not mean we can’t use strategies and plans to ensure we optimize our taxation position. We actively try to find ways to look at reducing the tax your are required to pay, we do this through two services. We review your current operating structures and ensure that they are structured in such a way that they will allow you to optimize our tax position. We secondly undertake a formal tax planning process in April, May and June each year to allow us to calculate your expected tax liability whilst then recommending strategies that will improve you tax position. If your accountant is not offering this service please get in touch.

Most Business Owners start out with an idea of what they want to achieve. But over time due to pressures in business or just lack of time the business moves away from the direction that it was set up for. Our Strategic Planning Days are there to strip back the business to its core with a focus on why we are in business, business values and purpose, what are we trying to achieve and how do we want the business to look. We then look at structuring activities around ensure that a path is set for you to get the business to this point. To ensure you are on the right path to achieve those goals we provide accountability and monitoring services to track Key Performance Indicators, Set Projects that will show whether we are heading in the right direction, and if not give us an opportunity to right the course and get us back on track.

Both of these services are available of one another

Business Set Up & Advisory Services

Unsure of what profitability we need to be running at or what the implications of making decisions are in your business. It is probably time for your to look at getting a Budget and Cashflow Forecast completed. We work with you to get an understanding of both historical costs in your business and what we are aware is coming up and we start to build a model for us to see how the business will perform over a 12 month period. This teamed with the implications on the Cashflow of the business gives you a tool to make decisions about investing in equipment, building capacity in the business by employing staff and or just to see where things will end up. It gives you as a business owner a benchmark for you to go out and achieve.

This services is essentially a take on the role of the Chief Financial Officer (CFO) of a business. We take on all the roles and responsibilities you would come to expect of your CFO but we complete this all from our office location or virtually. Essentially we become the Finance Team for your business This service includes everything from Financial Statements, Compliance & Tax Returns, Budgeting and Forecasting, KPI reporting and measures, Planning, Management of Payroll, Payables and Receivables, providing strategic direction and feedback. We work with you to ensure the specific requirements that you need are provided whilst also ensuring availability to deal with any adhoc matters that come about.