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I'm an existing business, can you help me?

As your accountant for your existing small business, here's a rough guide of how we'll help you once you join us:

- Establish what part of the business life cycle you are currently in, from start up, to growth, to maturity

- Notify your previous accountant (if applicable) of our appointment, request all previous documentation and review previous accounts/tax returns to give us a better insight into your business

- Assess reasons why your business is looking at changing accountants (if applicable) and address those issues as a priority

- Appoint ourselves as the registered tax agent with the ATO and ASIC, take control of the these relationships, liaise with the ATO to determine if all lodgements and payments are up to date, and if not, work with the ATO and you to have all lodgements brought up to date

- Assess and amend any systems and their value to your business

- We are always available to answer client queries and questions by email and telephone. We are also more than happy to attend on site for clients that find it hard to get away from their place of business

To look at our services in more detail, click here or contact us.

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our compliance packages

  • Income Tax 
  • Capital Gains Tax
  • Fringe Benefits Tax
  • Goods & Services Tax
  • Direct & Indirect taxes
  • State Taxes (Including Payroll Tax & Land Tax)
return preparation 
  • Tax returns for Individuals, Partnerships & Companies
  • Trusts
  • Self-Managed Superannuation Funds
  • SMSF Member Contribution Forms
  • Monthly, Quarterly & Annual Business and Instalment Activity Statements
  • Fringe Benefits Tax Returns
  • Quarterly and Annual sets of printed and emailed accounts including profit and loss statements, balance sheets and depreciation schedules
  • Updated CD facilities for storing annual and quarterly reports as well as quarterly and yearly CD's which are issued to each client for their records.
  • ATO Electronic Lodgments
  • Tax Returns for Individuals, Partnerships, Companies & Trusts
  • Self-Managed Superannuation Funds
  • SMSF Member Contribution Forms
  • Monthly, Quarterly & Annual Business and Instalment Activity Statements
  • Fringe Benefits Tax Returns
  • Amend Returns if required
  • GST, PAYG Withholding and ABN registrations
  • Help with setting up your new business
  • Providing advice on altering your business structure, eg. changing from a sole trader to company structure
  • Answering all of your Taxation and Accounting questions

our business services packages

  • Wages recorded on Xero
  • Annual Group Certificates
  • Workers Compensation preparation and lodgment
  • Monthly & Quarterly Superannuation calculations
  • Payslip preparation
  • Calculation of payroll and payment through internet banking
  • ATO Group Certificate reconciliation
  • Calculation of payroll tax and annual reconciliation
  • Payment of superannuation 000
accounts payable 
  • Record purchases on Xero
  • Attach PDF copy of invoice to entry
  • Reconciliation of invoices against statements
  • Drawing of cheques and/or organisation of electronic payments
  • Liaise with suppliers on queries, invoices and adjustments
accounts receivable 
  • Record sales invoices on Xero
  • Attach PDF copy of invoice to entry, if created in third party software
  • Reconciliation of invoices against both payments received and bank accounts
  • Liaise with customers on accounts receivable queries, invoices & adjustments
  • Third Party debt management software
bank reconciliation 
  • Monthly bank reconciliation using Xero
  • Bank feeds created with your nominated bank
  • Cash book reconciliation against bank statements
  • Follow-ups, to prevent incorrect bank charges

our advisory packages

reporting on ATO industry benchmarks 
  • Setting timely targets
  • Comparing your business within its particular industry
  • Analysing your business in relation to your competitors
  • Quarterly one-on-one meetings
cash flow analysis 
  • Providing cash flow forecasts for your next quarter
  • Anticipate and analyse key expenses
  • Realising and understanding cash availability
  • Expansion, taxes and stock control planning and preparation
  • Inventory level review
  • Quarterly one-on-one meetings
  • Setting financial targets
  • Budget reports based on actual figures
  • Measuring the performance of your business
  • Improving your chances of acquiring funding
  • Preparing you for the future of your business
  • Quarterly one-on-one meetings
KPI analysis of your business 
  • Setting new targets for the next period review
  • Comparing your business with its competitors
  • Implementing tailored goals and associated timelines
  • Highlighting accountability
  • Quarterly one-on-one meetings
goal setting and reporting 
  • Providing you with comprehensive strategies and solutions
  • New targets set for the next period review
  • Setting short and long term goals for your business
  • Setting realistic, clear financial goals
  • Establishing clear financial targets and key indicators
  • Reporting on your progress towards your goals
  • Highlighting areas of the business requiring improvement
  • Quarterly one-on-one meetings

need more info?

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