Services
Business & Personal Advisory Services
Our team of professional advisors have years of experience, not just as advisors but also in the commercial world. The services we offer include;
Business Planning, budgeting and cash flow forecasting. The saying goes “failing to plan is the same as planning to fail”. This critical area of business management can often be mishandled. Whether you have one business unit or hundreds of cost / profit centres, we can assist you.
Benchmarking & KPI Setting. We can establish industry benchmarks and measure your performance against them and then set appropriate Key Performance Indicators based on your critical financial and non financial business drivers.
Buying, selling, merging businesses. We can negotiate on your behalf, advise on any taxation consequences and liaise with lawyers on contractual issues.
Business structures & corporate reorganisation. Setting up the right corporate structure from the start or as your business grows is so important to protect your assets and minimise your tax. We can advise on the best structure to meet your needs including companies, partnerships, trusts and joint ventures or to reorganise your structure in a tax effective manner.
Business Recovery. When business performance is a major problem, we can quickly assess where the business really stands, what immediate and longer term recovery actions should occur and if recovery is not possible, recommend actions that may reduce exposure to non business assets.
CEO/Senior Management mentoring. Our program aids business owners in the areas of structuring, asset protection, tax minimisation, succession planning, cost reduction and people and business strategy. The focus is less about recording history and more about the future.
Business valuations for potential business buys/sells, family law settlements, tax purposes and assistance with obtaining finance.
Project management & system design. We can assist with all aspects of project management such as the implementation of a new general ledger, review of systems and procedures to achieve efficiencies and save money or perhaps the implementation of a new business stream.
Staff recruitment and performance management. We can look after all aspects of staff recruitment and managing your staff’s performance, whether involving incentive schemes, initial contracts, share/option plans or the difficult job of redundancy management and exiting non-performers.
Strategic analysis. We can undertake short, medium and long term planning, competitor and market analysis and also design internal organisational structures and roles.
Contract viability, negotiation & tender preparation. We can help assess the value of and negotiate major deals with customers, suppliers and assist with the preparation of tenders to potential customers including Government and non-Government institutions.
Family law and other litigation support and expert witness reports. We have provided expert witness services for many clients and prepared reports for family law matters.
Transaction Brokerage. Assistance with sourcing parties for financial transactions and debt/equity funding.
To find out more, simply contact us.
Accounting, Bookkeeping & Statutory Records
The preparation of financial statements and the completion of Income Tax Returns are a vital part of the smooth running of any business and form the foundation for future planning.
We have clients across a wide range of industries and specialists in most who know intuitively from their experience with those industries the areas of risk and opportunity.
Preparation of Financial Reports. We can prepare special purpose, general purpose and IFRS compliant Consolidated Group financial statements. We can also liaise with lenders on your behalf about the reports.
Income Tax Returns for Individuals & Businesses. Whether you’re a business owner or an employee from the smallest tax return to high net wealth individuals, we can make sure you get every deduction you’re entitled to and your affairs are structured for the future to minimise your tax.
Activity Statements (BAS, IAS, PAYGW). We can prepare or review Activity Statements that you have completed.
Bookkeeping. Need help with your day to day accounts? Our in-house bookkeepers can assist whether it’s invoicing clients, paying creditors, processing your payroll, reconciling your balance sheet accounts or preparing end of month reports.
Statutory Records & Registers. We can maintain all your corporate registry requirements, including liaison with the ASIC and preparation of company minutes.
To find out more, simply contact us.
Taxation Advice
Individuals. Individuals need tax planning just as much as businesses; we can help you to minimise your tax and build your wealth.
Business. Whether its advice on Capital Gains Tax, GST, FBT, Land tax, payroll, tax consolidation groups or a myriad of tax issues, our team of tax specialists can assist.
International tax advice.
Expert opinions.
To find out more, simply contact us.
Audit & Corporate Governance
Our Audit team have a wide range of experience auditing small businesses right through to public companies including registered clubs, trade unions, credit unions and institutions receiving substantial government funding. We offer;
Audit of Financial Statements. We complete a full audit of the financial statements, test internal controls, then report on our findings.
Performance Audits.
Attest Audit. We perform agreed upon procedures and report on factual findings.
Forensic Audit. Concerned about risk or fraud? We can investigate and forensically examine transactions to ensure their bona fides and ensure your business and personal assets are secure.
Audit of Self Managed Superannuation Funds. Every self managed superannuation fund requires an annual audit and we have a dedicated resource and use the best available software to get this done for our clients.
Our senior staff can also provide Company Secretarial services to ensure quality records of meetings are maintained and all ASIC/ASX lodgement and notification requirements are met.
To find out more, simply contact us.
