We keep it simple, so you can focus on what matters in life.
Strategy Discussion
We love talking about business goals and strategy. As a growing accounting practice, we think about this stuff a lot. Let’s define success for your business, create goals and make a plan to achieve them.
If you are keen to improve your business performance and financial results, but you feel you’re not being supported enough by your current accountant - give us a call!
We’ll arrange a complimentary Proactive Accounting Meeting to review your unique situation and discuss how we may be able to support you. During the meeting, we’ll identify your burning issues, opportunities, and potential tax efficiencies, then establish goals and strategies to achieve them. We’ll also have a strategic discussion about the current and future direction of your entities.
Following the meeting, if required, we’ll prepare a proposal for Business Development work and/or compliance services, with all costs priced upfront.
Taxation Compliance
Individual tax returns
Submit your documents electronically and meet with your accountant online via Zoom video chat, or just communicate by email or phone if that’s what you prefer. We will prepare your personal tax return and make sure that all applicable and legal deductions are claimed. Ask us about family discounts!
Business tax returns, including Sole Traders, Partnerships and Trusts
We work with you to make sure you’ve claimed all eligible expenses for your business. Whether your bookkeeping is done in MYOB or Xero, we get the entire financial picture and maximize your deductions.
Company tax returns
We take care of company tax returns efficiently and effectively. If we are involved in your bookkeeping, year end accounting is streamlined with no endless lists of questions and info requests! …just timely financial reports and tax completion.
BAS Return’s – monthly, quarterly or annual
We prepare and lodge your BAS returns accurately and on-time, at whatever frequency you need. We keep you in the loop so that any GST amounts owing are never a surprise.
Online tax returns are our specialty!
We provide an online tax preparation service. No need to leave home to have your tax returns looked after! We collect your tax information electronically, and send for signature electronically - straight to your mobile device or email.
Financial Statements
We will prepare financial statements for your company that are customized for your business and easy to understand – you choose the frequency.
Businesses that are on top of their business love monthly reporting, but any frequency is fine as long as you understand what is happening in your business.
It's essential to understand your Annual Accounts and taxation commitments. Devoting time to understanding your accounting reports is one of your first steps toward making better business decisions.
Every business owner should be able to read and understand their Annual Accounts. They tell an important story about your business. However, most business owners don't have a background in accounting.
The good news is that we can help you develop your financial skills. It's our job to empower you so you can run a better business.
Tax Planning
Generally, around April-May is a good opportunity to implement tax planning. After the March BAS is lodged, we’ll look at the whole picture – not only with your business but with your personal taxes so that you don’t pay any more tax than is necessary.
The tax planning meeting is an opportunity for you to set and review your goals and gives you clarity around the actions you need to take to achieve those goals. It also stimulates strategic discussion and identifies burning issues, opportunities, and challenges so that you respond effectively.
And of course, it’s an opportunity for our team to identify greater tax efficiencies and asset protection.
Cashflow Management
Cashflow planning is the best practice in any business and critical to survival and growth.
Our Cashflow Management service is designed to help you improve your Cash Conversion Cycle and maximise your cashflow. It will allow you to predict large cash outflows and respond to changes in your business.
Managing cashflow is all about your business processes. We’ll conduct a thorough review of your processes to identify any potential causes of poor cashflow so we can treat the underlying issues.
We’ll meet with you on a quarterly basis to monitor, analyse, and adjust your key cashflow drivers. Acting as your accountability coach, we’ll help you set annual goals and devise an action plan to ensure you implement improvement strategies for maximum results.
Bookkeeping
Get your free time back. Let us handle the bookkeeping so you can focus on running your business. We’ve developed a seamless bookkeeping process using online technology from MYOB and Xero to reduce the demand on your time and ensure accurate reporting so you know how your business is doing at all times. We will work with you to set up your software, enter your transactions, educate you on the meaning of the financial reports, or just teach you to do it yourself if that’s what you want!
Don’t be scared if your books are in a mess! We offer a bookkeeping clean-up service to get those problem books up to scratch and fully reconciled.
Our professional bookkeepers will look after your bookkeeping requirements on a weekly, monthly or quarterly basis. Your bookkeeping is then checked over by the Director before reports are sent out to you.
Accounting system setup
If you don’t already use an accounting system, let us set it up the right way from the start. To make bookkeeping easy, we use cloud-based accounting software from MYOB and Xero. That way, you can have a go yourself, and we can jump in and have a look if you get stuck. Or, if you prefer, we can do all the work. Once your processes are streamlined, you can look forward to getting more done in less time! Transactions are imported from your bank statements and receipts are stored electronically – what could be easier?
We also offer on-going training to make sure you are confident in using your accounting software.
Tax Agent Success Plan
Are you a bookkeeper looking to grow your business? Are you tired of losing out on new clients and additional revenue because you don’t have a good answer when your clients ask, “do you do tax as well?”
In my Tax Agent Success Plan Program, I teach bookkeepers how to improve their business by offering new services and offerings to their clients.
And this just isn’t some video course! This program includes live calls, personal mentorship, a private community, and much more.
