Our Services
Accounting & Tax Services
The traditional business accounting, tax & BAS stuff that keeps the ATO and your Bank happy. It has to be done, so let’s make it as painless as possible for you.
We do your year-end and interim financial statements, plus tax returns for companies, trusts, partnerships, SMSFs and associated individuals.
We also do your monthly, quarterly and annual Business Activity Statements, as well as bookkeeping if you require it.
And the best thing? It can all be done paperless with e-signing and electronic document transfer making it so easy for you.
Tax Planning & Advice
Minimise your tax bill with some smart planning. Year-end planning or particular transactions - we can simplify the process and save you heaps.
Many accountants spend all their time keeping score of past transactions, but that doesn’t add much value to you business. Getting a handle on your tax position BEFORE 30 June allows time to optimise your tax position before it’s too late.
We are passionate about strategy and planning the future, and tax planning is at the top of that list.
Business Advice & Strategy
Improve your profit, boost your cash flow, set up a new company or trust, start a new business, fund an asset purchase. Get the right advice and make your business fly.
We can advise on and set up business structures to minimise your risk, protect your assets and minimise your tax. Do it once and do it right.
Get some more financial rigor into your business with budgets and forecasts. Introduce regular financial monitoring. It’s hard to reach a destination without a voyage plan.
Business Succession & Exit Strategies
Retirement may seem a long way off, but it’s never too soon to begin preparing. What are your options to pass on or sell your business? How can you maximise value and minimise tax & risk?
Whether the plan is to pass your business to the next generation or to maximise its value on sale, a clear strategy is required. Preparing a business for sale or succession can’t start too soon.
It’s about systems and processes that reduce reliance on you being there. And it’s about cleaning up the finances and laying down a solid history of profit and growth. That’s what creates value and transferability.
Self-Managed Superannuation
The administration of your SMSF needs to be spot-on - and it’s a minefield. We look after your SMSF tax and admin issues and work with licensed specialists for your financial product advice.
We can also create your new SMSF on an “execution only” basis if you have received advice elsewhere or made your own informed decision.
Estate Planning & Wills
A well-organised estate is one of the most thoughtful gifts you can leave your family. We work with thought-leading lawyers to ensure your wishes are rock-solid.
“No-one knoweth the day”, so it is super important to always have an Estate Planning Strategy and a valid Will in place.
A valid Will gives clear directions on who will administer your assets and who will inherit them. In the absence of a Will, the government gets involved and the result can be expensive and not represent your wishes.
Passing all your family assets between generations isn’t always best done by your Will. To avoid the risks of tax and challenges to your Will, a comprehensive Estate Planning Strategy is essential.
And not to forget the documents that protect your wishes before you die - the Enduring Power of Attorney and the Advance Medical Directive.
Asset Protection Strategies
Your business is exposed to all sorts of risks - customers, employees creditors, the ATO. But are your personal assets also on the line? They needn’t be.
We can advise you on state-of-the-art strategies to protect your family wealth from predatory types and make sure it flows on to your loved ones.
We work with leading lawyers and document providers to cover all the bases.
Virtual CFO Services
Do you need a senior, experienced Accountant on staff but can’t justify a full-timer? We can become an integral part of your business operation, wherever you are.
A Virtual CFO (Chief Financial Officer) becomes more embedded in your business than your external accountant. The CFO takes responsibility for the financial aspects of your business - overseeing your administration staff, monitoring cash flow, providing regular financial reports to the owners or the Board.
If you want to concentrate on business development and operations, consider a part-time Virtual CFO to look after your back office.
Xero Accounting Systems
If you haven’t already moved your accounting system to a true Cloud product, it’s time for you to do beautiful business with Xero. We can scope, plan and arrange your transition, train your team and advise you on the many add-ons in the Xero Ecosystem.
Since it’s launch in New Zealand 15 years ago, the remarkable Xero Cloud Accounting software has revolutionised small business accounting and taken over the world. And we’ve been there since the beginning.
Imagine … access your accounting system anywhere, any time - even on your phone. You’re always on the current version of the software, automatically. No huge data files, backups and version control because all the data lives in the Cloud and is always the single source of truth. And it’s “beautiful” to see and use.
Xero has become the industry standard for industry-specific add-ons. Let us help you design the system that’s best for you and your business.