Accounting Tax and Business Services
Yes, we provide traditional accounting services.
However, our role doesn’t finish like other accountants when we told what happened.
With our focus being to assist you to build and protect wealth, our range of services extends beyond that of typical accounting firms.
Yes, we provide the following traditional accounting and taxation services:-
- Financial Statement and Tax Return preparation.
- Activity Statement preparation.
- Self Managed Super Funds administration.
- Consulting in respect of GST, Capital Gains Tax, Fringe Benefits Tax and other taxes.
- Attending to tax audits and reviews.
- Negative gearing advice.
- WorkCover remuneration certificates.
- Pay-roll Tax reporting.
- t, unlike other accountants, our role doesn’t stop when we have prepared a historical document. Our goal is to be a proactive and innovative accounting and advisory firm delivering personal, timely and quality advice strategies and solutions.
But, unlike other accountants, our role doesn’t stop when we have prepared a historical document. Our goal is to be a proactive and innovative accounting and advisory firm delivering personal, timely and quality advice strategies and solutions.
Book Your Free Initial Meeting
Call us on 03 9899 7511 to book your free initial meeting or
To assist you to build and protect wealth, we partner you by providing the following additional services:-
- Identify the key drivers in your business.
- Use cutting edge software to show you how the performance of your business can be improved by manipulating these drivers.
- This software manipulates data that traditional accounting packages don’t by reporting on a business’s key drivers. Its many modules allow us to quickly and clearly demonstrate the outcome of manipulating those key drivers. We can quickly and clearly show clients the outcome of making any change to their business (which they usually don’t because they don’t know the outcome which creates fear and inaction).
- Preparation of four way budgets and forecasts including cash flow and profit and loss budgets.
- Train you to better use your accounting software. The more accurately you enter the data, the less corrective work we have to undertake. We also go one step further by ensuring you understand what reports you can run to better understand and track your business.
- Tailor your accounting software so it tells you what is happening in your business.
- Develop sectional reporting systems so you can measure, understand and monitor what is happening within the various segments of your business.
- Creating weekly, monthly and quarterly reporting systems.
- Estate planning and asset protection.
- Succession planning.
- Assisting clients who are buying or starting a business.
- Preparing a business for sale.
- Targeting sale of business Small Business CGT Concessions.
- Tax planning & minimisation.
- Salary packaging.
- Business software selection & training.
- Develop regular reporting systems.
- Develop tailored weekly, monthly and quarterly task checklist.
Book Your Free Initial Meeting
Call us on 03 9899 7511 to book your free initial meeting or
Book Your Meeting Here
We deliver our integrated services by:-
- Meeting with clients regularly.
- Promptly returning phone calls and e-mails.
- Running seminars and workshops on a wide range of topics.
- Sending periodic e-mails on a wide variety of business and taxation matters.
E-mails are a wonderful way of being able to quickly inform a multitude of clients the same thing at the same time. It therefore enables us to keep you up to date on vast array of topics – no more wondering why your mate does something that your existing accountant doesn’t tell you about. And as such global client e-mails can be sent quickly to so many clients, they are sent free of charge.
Topics covered in recent seminars include:-
- Can you trust your trust – how to make sure your trust is properly structured to take advantage of all asset protection and legal tax minimisation strategies.
- You’ve worked hard, now protect it – a guide to estate planning.
- Annual investment and economic updates – this annual seminar covers what has happened, where we are at now and what may happen in the future.
- Everything you needed to know about running a self managed super fund.
- Centrelink issues and opportunities.
- Superannuation compliance and opportunities.
- How to sell in the new world – an interactive workshop which explained how to utilise internet marketing tools.
- How to prevent others not keeping your stock – an interactive workshop which addressed the new PPS (retention of title) laws.
Recent e-mails have covered such topics as:-
- Last minute tax savings tips and other useful year end reminders.
- A guide to how the Federal Budget may affect you.
- How you may be able to benefit from the government super co-contribution.
- In light of the bushfire and flood disasters, how you may make your donation dollars go further.
- How to make your Christmas expenditure stretch further and do so without incurring Fringe Benefits Tax.
- An assortment of useful reminders or tips designed to keep you informed and guide you through a complex business and financial world.
Book Your Free Initial Meeting
Your first meeting is best held at your business premises. Such meetings take anywhere between 60 to 90 minutes.
By visiting your premises, we can gain a much better understanding of your business, your goals, what keeps you awake at night and your needs. This free meeting also serves to ensure that we are on the same wavelength and can work together. This meeting will also put ourselves in a position where we can understand the scope of the assignment and provide an indicative quote.
Call us on 03 9899 7511 to book your free initial meeting or