Business Clients

We work with business people who are serious about being in business. We can look after the financial statements and tax returns but we prefer to take the role of your part-time Finance Director, our Gold Standard level of service.

This means we meet with you each month to review the performance of your business and how things are going inside the business.  The steps in this process include:

  • An Annual Planning Meeting
  • SWOT analysis with specific plans for action
  • Budget and Cashflow forecast
  • Monthly management meetings

Other key areas we can work on with you include:

  • Strategic and operational plans
  • Implementation of these plans and establishing accountabilities
  • Business growth and development programs
  • Key Performance Indicators – review and managing the important numbers

Accounting and Tax

Yes, we look after this too. But if you’re looking for an accountant to simply do your tax and meet with once per year, we’re probably not for you.  We offer the full service and only work with those clients who want more from their accountant.

  • Preparation of financial statements
  • Preparation and review of budget and cashflow
  • Income tax for all structures
  • GST and BAS
  • Statutory requirements and obligations
  • Fringe Benefits Tax
  • Advice regarding the best structure to suit your needs