Why wait until after 30 June to find out your tax position, when you can plan and optimise it before 30 June? - this service will prevent you getting a shock when your tax return is finallly prepared. Our annual tax planning service involves projecting your tax position for the year during the last quarter of the financial year. After projecting and understanding the position, we will meet with you to advise you on strategies you can implement before 30 June to optimise the tax position. Most clients obtain value from this service.

It is important for all business owners to allocate time to working "on" the business as well as "in" the business. We support you in doing this by holding monthly or quarterly meetings with you. These meetings are run like board meetings with an agenda and minutes, and we take the position as your external chief financial officer. During these meetings we show you how your business is performing, we tell you whether it is on track or not, we advise you what you should change and what you should do more of, and we assist you in planning strategies that will improve your business' performance. We do all of this by using budgets, benchmarking, and various business analysis tools. With this service, we have assisted many businesses in achieving their goals.

All businesses should prepare annual budgets so they know exactly what they have to achieve each month of the year. This sets a target for owners/managers to work towards and often contributes to business success. We can assist you in preparing budgets and showing you how to implement them into your accounting system for regular financial reporting.

It is important for all businesss to be structured correctly - this reduces tax, protects personal and business assets, and minimises capital gains tax when the business is sold. We are very experienced in advising on appropriate structures and implementing them. We can assist you in reviewing and restructuring your current structure or setting up a new structure for a new business or investment activity.

We can supervise your bookkeeper by implementing a bookkeeping checklist, which will ensure that they prepare your books to a reasonable standard. This allows you to proactively use your books during the year and not wait until your accountant makes all the changes after year-end. For companies requiring financial audits, we can prepare an audit file and work with your external audit to ensure the audit process is quick and efficient.

The key to management reporting is having an accounting software package that is correctly setup so that after the data is entered, the package can provide you with meaningful reports which you can use in managing your business. We can review your existing MYOB file and improve it, and we can setup a new file for your new business.

Checking up on your business's health is the same as going to a doctor to check on your own health. When we perform this service, we use advanced business analysis software to identify the key positives and negatives in your business, which we then report to you and advise you on what you can do to change the negatives to positives.