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Starting up and running a business requires a variety of skills. As a business owner you will most likely be time poor and knee deep in the daily details. This is where we come in. Our experts can support you at every stage of your journey. Take advantage of what we have to offer and reap the benefits – professional guidance, business know how, financial analysis, strategic advice, peace of mind and free up time to do what YOU want.

Where are you currently in the life cycle of your business? These are just some of the key efficiencies we can work with you to achieve.

1. Create

Taking the idea firmly into reality. There are many decisions to be made and things to consider at this stage and the planning you do at this point will have a significant impact later down the track.

  • Business plan
  • Structure
  • Capital/loans
  • Cash flow, budgets, projection
  • Business name registration, ASIC, insurance, payroll, superannuation, salary packaging
  • PAYG registration, GST registration, FBT registration
  • Brand awareness and marketing

2. Grow

At this stage you are likely to be wearing many hats and keeping on top of the different operations of running the business. It’s easy to get lost in the details yet our expertise can help you take a step back and look at the bigger picture.

  • Budgeting & forecasting – profit & loss (financial statements)
  • Cloud accounting
  • Asset/depreciation schedules
  • Digital marketing strategy and development
  • Business Activity Statements (BAS) and Instalment Activity Statement (IAS)
  • Software systems and training
  • Tax return – manage and minimise tax
  • Bookkeeping & Data Entry
  • Super guarantee forms
  • Investment strategies*

3. Mastery

You have established yourself and your position in the market – go you! Your focus inevitably shifts towards ensuring continued success and improvement, retaining key staff and keeping up with new trends/changes in technology. Continued innovation helps prevent stagnation and a wider market perspective becomes even more crucial.

  • Review of business plans and performance
  • Effective reporting
  • Investing in more equipment and other assets
  • Research & Development (R & D) concessions and tax incentives
  • Small business capital gains tax concessions
  • Managing commercial leases
  • Minimising tax
  • Asset protection & risk review
  • Capital needs
  • Retirement and investment strategies*

4. Renewal or Freedom

Time to decide what the future holds and enjoy the fruits of your labour – whether this be moving on, rebirth or a new enterprise.

  • Preparing business for sale
  • Business restructuring
  • Valuing and selling the business
  • Succession planning
  • Estate planning
  • Closing or winding up the business
  • Tax minimisation of sale proceeds

*We are not licenced to provide financial product advice; however, we will work alongside an authorised financial planner to help you achieve your goals.

Let us walk alongside you on your journey and provide the accounting support that you need. We have your back.
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