This is what every business person has to have done. Includes things like Income Tax - Federal and State, GST and the myriad of other matters Governments require you to comply with. We will send you checklists of the data we require plus deadline for receipt of data.
We will review your financial performance after six and nine months in order to provide you with taxation planning advice before the end of the year. Action taken here will allow us to pro-actively plan for your wealth creation strategies utilising your retained after tax profits.
Most business people are too busy to manage their own affairs. We will review your personal net worth every year and assist you in achieving your goals for education, holidays and retirement.
We will help you establish a will, partners' or directors' agreement and appropriate insurances so that your family and interests are adequately protected. This will be reviewed annually.
This is where we help you prepare budgets for cash flow and profit planning purposes. We show you how to use these to get better control over your business by using these vitally important management control tools.
We will help you get the right finance at the right rates. This includes leases, bank loans and overdrafts, equity raising and venture capital.
This is where we go beyond the budgeting process and pro-actively help you interpret your periodic reports - these reports will include detailed Key Performance Indicators that will apply to all of the critical areas of your business. We work with you on these, and review your operating plan regularly.
This is where we are involved in assisting you with the development of your strategic plan. Our specific focus is on helping you discover the unexplored potential that lies within your business. Our aim is to help you make your business even more profitable and therefore more valuable.
We will help you plan for your retirement and handover of the business. This may involve training team members in new skills and developing systems and set procedures. Various options for the sale of the business can be explored including vendor financing current employees in the purchase of the business.
Each year we will prepare a valuation of your business. In this often overlooked and underrated area, we will provide you with our expert views on how your efforts, in dollar terms, are enhancing the value of your business.