It doesn’t matter whether you are a start-up or a mature business, you will enjoy working with advisors who always keep your big picture in mind, knowing that your business is a means to an end, not an end in itself.

After all if your business isn’t helping you achieve your financial and lifestyle goals, something needs to change and we can help you with that.

We love working with business owners as there a lot of things we can do to help you.

Not only do we help you with your personal “growth plan”(see individuals page), we can help you grow and manage your business by implementing highly efficient cloud- based accounting systems and advise you how you can help protect your families assets from the risks that come with running a business.

We realise that most business owners don’t really understand how their businesses have been set up or whether your business has been organised to give you the best tax benefits or whether your family’s assets are protected from business risks.

That’s why the first thing we will do for you is review your existing structures to ensure their tax and asset protection efficiency. That way you can sleep at night rather than worrying about your family’s assets if things aren’t going so well.

Once we have the correct structures in place, we will set about making it easier for you to stay on top of your business and record keeping by helping you implement a cloud based accounting system such as Xero. The use of this revolutionary software will also make your life much easier (no more data input) and can also assist improve your cash flow. It also lets us see how your business is going so that we can help you out if required.

Oh, and we prepare tax returns and BAS statements and financial statements and cash flow budgets and all that other stuff.

If you’re ready to discuss becoming a client, phone 9783 3111 or click here to request an appointment.

If you’re not quite there yet, follow our blog or subscribe to our newsletter to get a feel for how we do more for our clients than just prepare tax returns.




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