Small business solutions

  • Slide Title

    BUSINESS ADVISORY | ACCOUNTING | TAXATION | SELF-MANAGED SUPER FUNDS | BUSINESS VALUATIONS

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  • Slide Title

    BUSINESS ADVISORY | ACCOUNTING | TAXATION | SELF-MANAGED SUPER FUNDS | BUSINESS VALUATIONS

    Button
  • Slide Title

    BUSINESS ADVISORY | ACCOUNTING | TAXATION | SELF-MANAGED SUPER FUNDS | BUSINESS VALUATIONS

    Button
  • BUSINESS ADVISORY | ACCOUNTING | TAXATION | SELF-MANAGED SUPER FUNDS | BUSINESS VALUATIONS

  • Slide Title

    BUSINESS ADVISORY | ACCOUNTING | TAXATION | SELF-MANAGED SUPER FUNDS | BUSINESS VALUATIONS

    Button

As a small business owner, time is precious and you don’t like being dragged down by bookkeeping, accounting, taxation and other government bureaucracy. We also know your business is your livelihood.

That is why we have services designed to take care of the paperwork and to power up your business.

We are also very adept at assisting people to start their own business including help with start-up advice, the best structure to
use that will protect your assets and reduce your tax exposure. We can then get the business established, obtain an Australian
Taxation Office tax file number and an Australian Business Number (ABN).”

Our range of accounting and taxation services

  • Cloud bookkeeping and accounting solutions
  • Accounting and preparation of financial statements
  • Income taxes including tax advice and tax planning
  • Preparation and lodgement of company, trust, partnership, individual and self-managed super fund tax returns
  • Preparation and lodgement of Business Activity Statement (BAS) returns
  • Small Business Tax Concessions
  • Goods and Services Tax (GST)
  • Capital Gains Tax (CGT)
  • Fringe Benefits Tax (FBT)
  • Tax risk assessment/analysis
  • Tax audit assistance
  • Obtaining tax rulings
  • Protecting your rights with preparation and lodgement of tax objections
  • Australian Securities & Investment Commission (ASIC) liaison service
  • Audit Shield Insurance that covers tax agent and legal fees incurred as a result of an official audit, enquiry, investigation or review instigated by the Australian Taxation Office (ATO) and other federal, state and territory based agencies
And many more services to help you jump over and jump through those hurdles and hoops established by government and minimise interruption to your normal business activities.

Our accounting and tax services delivered in a way that suits you at a fixed price that suits you

Packages at a fixed fee (no surprises), regular instalments (better for your cash flow) and transparent (you know what you are getting and you choose the level of package that you want).

Bronze package

  • Annual financial statements (including Profit & Loss, Balance Sheet, Depreciation Schedules and Notes)
  • Annual minutes/resolutions
  • Annual business tax return
  • Annual individual tax returns of owners (up to 2)
  • Tax management liaison with the ATO
  • Access to the Client Portal for copies of your documents
  • One telephone or email support issue per quarter

Silver package

  • Annual financial statements (including Profit & Loss, Balance Sheet, Depreciation Schedules and Notes)
  • Annual minutes/resolutions
  • Annual business tax return
  • Annual individual tax returns of owners and family members
  • Tax management liaison with the ATO
  • Access to the Client Portal for copies of your documents
  • Unlimited telephone and email support
  • Annual correspondence addressing areas of risk and providing recommendations
  • Tax planning meeting
  • Audit Shield insurance cover
  • ASIC liaison service

Gold package

  • Annual financial statements (including Profit & Loss, Balance Sheet, Depreciation Schedules and Notes)
  • Annual minutes/resolutions
  • Annual business tax return
  • Annual individual tax returns of owners (up to 2)
  • Tax management liaison with the ATO
  • Access to the Client Portal for copies of your documents
  • Unlimited telephone and email support
  • Annual correspondence addressing areas of risk and providing recommendations
  • Tax planning meeting
  • Audit Shield insurance cover
  • ASIC liaison service
  • Quarterly management reporting
  • Quarterly business improvement meetings
  • Financial and cash flow budget

Optional extras

  • Cloud bookkeeping and accounting subscription
  • Bookkeeping, invoice backup service, PAYG payment summaries
  • BAS returns
  • Audit Shield insurance cover
  • ASIC liaison service

Optional extras

  • Cloud bookkeeping and accounting subscription
  • Bookkeeping, invoice backup service, PAYG payment summaries
  • BAS returns

Optional extras

  • Cloud bookkeeping and accounting subscription
  • Bookkeeping, invoice backup service, PAYG payment summaries
  • BAS returns

Cloud bookkeeping and accounting explained

We recommend a couple of cloud bookkeeping and accounting solutions that will set you free from the many constraints of computer based accounting software. Cloud based software stores your data remotely and securely so you can access it anywhere, anytime with a computer, tablet or smart phone with an internet connection. The cloud based software is similar to a lot of other applications that you use such as, internet banking. Cloud accounting software will free you from the hassle of managing your bookkeeping and it can easily be
configured so that more than once person can access the information; for example, the business owner and us as your accountant and advisor.

We have partnered with Xero and Sage One to give you access to the best of breed in this in the cloud computing domain.

If you are interested in a cloud software subscription, contact us for a no-obligation discussion.

Quarterly management reporting and business improvement meetings

Our focus is on empowering your business by providing guidance to help you increase revenue, profits, reduce expenses, manage risk and increase business value. Quarterly management reports on your business performance prepared by us and business improvement meetings provide a means to achieve these objectives.

Other advisory services we provide to small business

  • Cash flow forecasts and preparing profit projections
  • Business health check
  • Accessibility to government grants
  • Cost management
  • Business plans
  • Strategy development
  • Key Performance Indicator analysis
  • Purchase of business assistance/due diligence
  • Sale of business assistance/exit planning
  • Capital raising
  • Debt raising assistance and dealing with lenders
  • Chief Financial Officer services
  • Debtor/accounts receivable management
  • Personal Property Securities Register assistance
  • Business re-structuring


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