Tax Advice & Compliance

Your Small Business Advisor Based In Sydney

About This Service

Are you a small to medium-sized business in Sydney looking for expert guidance? Our team of experienced business advisors in Sydney provides customised advice and support to help businesses to achieve their goals.

We understand the unique challenges facing SMEs in today’s fast-paced and competitive business landscape. That’s why we’re passionate about helping small businesses succeed by providing them with expert, up-to-date financial advice and information.

Why Choose Us

The Australian financial services industry is highly regulated. AFS Licensees are required to lodge annual accounts and audit reports using forms FS70 and FS71 in order to comply with their licence conditions. Complying with AFSL requirements can be time-consuming and challenging, making it difficult for businesses to stay compliant and manage risk effectively.

AFSL requirements change frequently, and AFSL holders must continue to meet specific reporting requirements. This complex regulatory environment leaves companies in the financial services industry open to non-compliance, which can lead to heavy penalties or even loss of your licence.

Our team of experienced accountants and financial advisors can work closely with our financial services clients to ensure that they meet all of their regulatory obligations while also maximising their financial performance.

How We Help

Our business advisory services in Sydney vary according to each client’s needs. We can customise our services to meet your unique needs. Yet, typically, we assist with the following services:

Strategic Planning

Our experienced business advisors in Sydney take the time to understand each client’s business objectives and long-term goals. Then we work closely with our clients to develop customised strategic plans that align with their business goals and meet their specific needs.

Identifying Growth Opportunities

We help businesses identify opportunities for growth and develop strategies to capitalise on these opportunities. Our business advisors in Sydney can guide clients on expansion, business structuring, diversification, and other growth strategies that align with each client’s goals and objectives.

Risk Management

An important aspect of our business advisory services is risk mitigation and management. Our experts help businesses to identify and manage risks to ensure that they are prepared for unexpected events that may impact the operation of their business. This helps them to forward plan and make critical decisions that protect the future of their business, safeguarding its finances.

Succession Planning

Many of our clients are concerned about the future well-being of their businesses and eventually plan to hand over the reins to a member of the family. Our business advisors in Sydney can provide guidance on succession planning. We can help businesses develop a plan that enables them to pass the business to the next generation. We work with our clients to identify key stakeholders, develop a plan for leadership transition, and ensure a smooth transfer of ownership when the time comes.

Testimonials

Listen to what our clients have to say!

We engaged JD Scott & Co to assist us with year end financial reporting. They are a highly professional firm, with deep experience and provided us with quality solutions.

Brenton Charnley

COO, Cover Genius

We retained JD Scott + Co to assist us in preparing a forecast model for the expansion of our business. They were able to tackle complex problems and succinctly communicate solutions for us.

Ben Mayo

CEO, Express Settlement

Great service, responsive and great advice

Edward Sin

Sine Projects Pty Ltd

l found JD Scott & Co fairly randomly through a Google search, and I'm so happy I did. James has been very responsive, got on top of our overdue stuff very quickly, has been very patient in explaining things to me and proactive in flagging potential areas to investigate for savings or other benefits. Thanks James!

Joanne Jenkins

James assisted us greatly over a difficult year end period. He was able to promptly get on top of the issues and put forward workable solutions, by coupling strong technical skills with practical experience. I will strongly recommend JD Scott + Co to Finance leaders that need personalised attention from a senior, experienced finance professional as a credible alternative to bigger firms.

Himanshu Kher

CFO, Axi Financial

Great service and support by James and his friendly team across various topics. Worked with them for the past 2 years, highly recommended.

Tony Zabel

Strategy Manager, BeforePay

Great service and support by James and his friendly team across various topics. Worked with them for the past 2 years, highly recommended.

Shoaib Mughal

Founder and Director Marketix Digital

JD Scott + Co has been a great help in getting our tax situation sorted.

Nick White

Owner - Since I left you

At Centricity Wealth we started working with James in 2020 needing help with year-end-reporting and to tidy up the tax for our small business. From the start, James made sure to understand where we were at with our accounting and to determine what needed to be done to tidy up our tax. Having helped us to get on top of thinks, he continued to support us with practical solutions and advice. Working with James gives us peace of mind that our accounting is taken care of and having someone so experienced in our corner, makes all the difference.

Callie Scheffer

Centricity Wealth

James, Janet, and the entire team at JD Scott + Co have been fantastic. Their expertise and unwavering support has been instrumental in helping take our business to new levels. From understanding our financials to strategic tax planning, they have been invaluable partners. Their deep industry knowledge and attention to detail have provided us with a comprehensive understanding of our financials. Their insights and guidance helped us to make informed decisions and navigate complex financial matters with confidence. If you're looking for an accounting firm that can help you and your business, we highly recommend the exceptional team at JD Scott + Co. They really do go above and beyond!

Reece Richardson

Director, Excolo Recruitment

I cannot speak more highly of James and his team at JD Scott + Co. The support they have provided me with across my personal and professional finances, small business bookkeeping, cashflow and tax planning has been invaluable. James works with transparency, care and authenticity. I have great peace of mind that I have a dedicated and professional team across all of my financial needs.

Sarah Bolitho

Founder and CEO, Levyl Recruitment

James has been interim CFO of Techstacked for the past two years and actively supported the growth of the business. His skills and advice have been invaluable in supporting the business as it grows.

Rohit Bhuta

CEO, Techstacked

Success Stories

Cover Genius

A rapidly growing insuretech

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Hello Health

Hello Health Group is the leading healthcare knowledge and services ecosystem in emerging Asia, operating 10 platforms across 9 markets

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Axi Financial

Axi is a global online trading company that provides market access to various financial instruments including Forex, Indices, Commodities and cryptocurrencies. 

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Grow Financial

Grow Finance is a leading lending partner for SME businesses that are looking to grow, manage cash flow...

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Secure Code Warrior

A leading provider of security training for software developers

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L’Occitane Australia

L'Occitane en Provence, "the Occitan woman," commonly known as L'Occitane, is a French luxury retailer of...

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Have An Enquiry?

Please fill out the form and one of our team will get back to you as soon as possible.

JD Scott + Co is one of Sydney’s leading Chartered Accounting firms, we aim to help build your business and wealth, empowering you to reach your goals.

Liability limited by a scheme approved under Professional Standards Legislation.