Accounting Services

Regular Business Reviews

As a business owner, it’s critical you understand how your business is going and you are up to date with the figures. We help you stay on top of this by having regular business reviews with you. We will go over your business reports and I will highlight any areas of interest or concern. This needs to be done on a regular basis, at least quarterly, to check on the financial position of your business.

Business Health Check

This check-up reviews the financial health of your business and measures its financial performance against a range of indicators. It highlights the areas where the business is healthy, and where it needs to improve.

Business Improvement

If the Health Check shows there are areas which require improvement, we will work with you to develop and implement specific strategies to improve your financial position. We will then hold you accountable to these plans (this is where most people shift uncomfortably in their seats! :-))

Annual Review & Planning Meeting

There are two parts to this meeting. First is a review of the financial performance of your business over the previous 12 months, particularly against the goals you set. The second part is to set the plan for the coming 12 months and the goals you want to achieve. It also takes into account your overall tax position and the impact your plans may have on this.

Cash Flow Planning

Cashflow is lifeblood of your business. We like to prepare a Cash Flow Forecast and Budget which you can actually work with, not just leave in the top drawer. It can really assist with managing your cashflow position. We particularly like a 3 Month Rolling Cashflow Forecast. This way we can keep a close eye on your cashflow and it is not set too far into the future to be unreachable.

Tax Planning

Tax planning is one of the most important elements of running your business. We make sure you are not paying more tax than you need to, and ensure you are operating through the most effective business structure. We also help you stay on top of managing your tax obligations and keep your exposure to a minimum.

Tax Returns

We prepare the full range of tax returns, including:

• Individuals and Partnership

• Company

• Trusts

We can also assist with your bookkeeping and BAS, to ensure you stay up to date with your obligations. By staying on top of your quarterly BAS, it makes it more straightforward to work on your Tax Planning, Tax Returns, Financial Statements and Year End compliance matters.