Our Process
Our process begins with truly understanding your story and goals. We take an education-first approach to empower your decisions, laying the foundations for growth beyond self-employment.
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We offer a free, no obligation initial consultation with one of our directors to assess your accounting, taxation, financial concerns and goals. From this consultation, we develop and implement strategies to achieve your desired outcomes.
These may include:
Analysing business performance and reporting in an easily understandable manner
Establishment of best suited accounting systems, whether cloud-based or otherwise
Regular review and assistance to staff in supporting newly implemented accounting and administrative systems
Attendance to compliance requirements for statutory reporting, including tax returns, BAS returns, payroll and contractor related reporting, ASIC reports and other industry associated compliance matters
Preparation of budgets, projections for cash flow, borrowing and working capital requirements
Creating business structures and advising on use of effective and flexible tax planning strategies
Feasibility assessment of investment proposals and business plans
Succession and estate planning
Centrelink eligibility criteria
Asset protection strategies
Superannuation and transition to retirement issues
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We prepare an engagement letter which outlines our agreement of services we have mutually agreed to be provided. This is how we present to you the format of our reporting and solutions, what we expect in return and how our charges are determined.
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A dedicated team of one director and at least two accountants are allocated to your file to ensure that we’re always available to give prompt attention to your concerns. Where practical, we will visit your place of business to familiarise ourselves with your operations and introduce ourselves to your staff so they know who they’re working with.
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We are available to you for consultations as necessary to ensure that tasks are handled professionally and productively and to encourage contact with your team for any concerns that may arise.
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We will keep you informed by newsletter, email notifications and seminars on matters pertinent to your industry as affected by changes in financial services technology, taxation and associated developments as they occur.
Our processes are designed to allow you to concentrate on your business, while we look after the back office of your enterprise.
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