Get Your Business Structure Right
- Review what you currently have in place
- Determine the most appropriate structure for you
- Advise on the steps and costs to implement/update
- Prepare and execute all relevant documentation
- Prepare all relevant tax registrations
- Lodge all relevant documents with government authorities
- Hand over your new structure ready to walk into a bank, open an account and start trading
Pricing:Once off and case by case
Get the System Right
- If you are not using Xero accounting software, you should be!
- We will determine the right subscription level for your business
- Import our standard chart of accounts
- Setup bank feed and subscription
- Setup payroll including employee entitlements
- Give you a 'crash course' on how to use the software
- Import data from your old system
- Provide ongoing support
Pricing:Once off and based on fixed schedule
Manage Taxation & Accounting
- Determine all accounting and tax requirements for the upcoming 12 months
- Seek clarity on who will be doing what each month/quarter
- Provide a clear and fixed price quote based on specific variables
- Monthly instalments by direct debit from bank or credit card
- Updated each July, quoted 12 months in advance
- A continuous flow rather than a series of one off tasks
- Our fees include all communication necessary to deliver our services
- Our aim is to make this run like clockwork
Pricing:Set monthly fee based on specific attributes
Business Analysis & Improvement
- Detailed questionnaire covering all major aspects of your business
- Identify key areas which need attention
- Suggest appropriate projects to assist with each area identified
- Prioritise projects and scope scale and cost
- Deliver projects and outcomes
- Repeat the process every six months
Pricing:Proportional uplift in monthly accounting
Remove Specific Pain Points
- Every business has its specific pain points
- There is an abundance of smart tools out there to help, though it’s hard to know where to start;
- We can analyse your pain points and either recommend, recommend and implement, or recommend, implement and maintain solutions.
Pricing:Once off and case by case
Review new opportunities
- Firstly, asking for the right information
- Challenging assumptions and any ambiguity
- Providing a financial analysis based on facts
- Focusing on what has occurred to date, not what might occur
- Making some assessment of real value versus asking price
- Presenting our findings in a clear and professional manner
- Liaising with other professionals, should you wish to proceed
- Assisting with funding any final purchase
Pricing:Once off and case by case
Get the Funding Right
- Providing a clear idea of your borrowing power and/or a time frame to a desired acquisition
- Assisting you to purchase a commercial premises for your business to operate within
- Purchase new, upgrade or replace vehicles and equipment
- Access additional working capital
- Purchase a new business
Pricing:Once off and case by case
Use Trusted Partners
- We’re good at what we do, though we can’t do everything. When the need arises, we will happily recommend you to someone we know, and trust
- We sometimes refer to other accounting professionals for very specific accounting based services in specialist areas such as valuations, insolvency, research and development (R&D) grants
- We regularly refer to legal professionals for contracts, wills, leases disputes etc
- We enjoy referring to professional service providers such as insurance specialists, IT professionals, marketing and office logistics, many of whom are our clients and who we use ourselves
Pricing:Between you and the provider.
Manage Wealth Generated by Your Business
- Allocating business profits in a smart way to build wealth
- Help to build passive income to complement your ‘hard work’ income
- Define what is important to you and your family - use this criteria to set financial goals
- Help to plan your retirement and eventual business divestment and/or succession
- Improve the quality of your current life and your life in retirement
- Protect your greatest single asset - yourself
Pricing:Standard schedule