Services

 

Tax Planning

Tax planning is an integral part of all businesses.

The benefits of tax planning include:

  • Minimising your tax liability with the right strategies

  • Increasing cash flow

  • Planning the right distributions or dividends to be paid to business owners to maximise cash flow and minimise tax liabilities

  • Getting another set of eyes on the business financials

  • Forecasting the next 12 months and the changes required to achieve the business goals

Bookkeeping

Throw out the shoe box!

Forget Excel!

Let’s get with times and make bookkeeping a less tedious task.

 

Tax Returns

Preparing your tax returns is not as simple as adding your receipts up and entering it in, behind every amount we include in the tax return is legislation. Unsure of the legislation or if you are over or under claiming your income and expenses? Speak to us.

Financials

What is a set of financials? Put simply it is the summary of all assets and liabilities of a business. If you are running a business or are self employed a set of financials is a must. As an employee the financial institutions ask for your payslips but as a self-employed person the financials are the go to document. Speak to us about how to organise yourself to make end of financial year easier.

 

Advisory

The most important discussions are had before the business decision is made, not a year later at tax time. Most of your business decisions will impact your cashflow and tax bill so why not discuss your business plans and strategies before you make those decisions.

Activity Statements

Tired of adding up all your receipts every quarter? Unsure when you need to register for GST? Confused about the difference between PAYGW and PAYGI? Let us help you simplify this process and help you understand your responsibilities as a business owner.

 

Payroll Processing

With constant changes and the high regulations surrounding payroll processing, reduce the risk of an error and ensure you get it right either by outsourcing or understanding your obligations.

Lending

Looking for home lending, refinancing options, asset or commercial lending – speak to me and I can direct you to the industry experts that will help you achieve the best outcome based on your needs.

Bookkeeping Training

Want to do the bookkeeping yourself? Absolutely! Let us train you to ensure you utilise your software efficiently and accurately.

Financial Planning

Unsure of the value of speaking to a financial planner about life insurances, estate planning, investment options and your superannuation – let me share with you the value it has added to my life and introduce you to the team that has set me up for success.