We are small and medium business specialists

Good accounting is at the core of a successful business. Without accurate numbers you’re flying blind. From accounting to tax, we help you stay on course.

Your business is a measure of your success and you place significant trust in those who advise you. 

We believe that trust is the bond that holds all successful relationships together. Whether it’s simply returning phone call or something bigger like helping you leave your legacy to the next generation, you can depend on us.

We know client trust doesn’t happen, it must be earned.

No matter how small the question, let us show you how we can start that journey together.

Four things we do to help your business thrive:

  • Insights to improve profitability
  • Strategies to increase cashflow
  • Advice to minimise tax
  • Clever ideas to increase your wealth

Got a question or want to discuss how we can improve your cashflow and profit, then please click here to email James directly. Alternatively, give him a call on 0404 530 563.

How we achieve your success

The base to any successful business is getting the basics right.  Accurate bookkeeping, meeting your tax compliance obligations and having the correct structure form the basis of business success.
Next, we build on that success by using your data to identify areas to improve profits and increase cashflow. Whether it’s selling more profitable products, identifying cost leakages or ensuring you get paid on time.
Finally, using our extensive tax knowledge ensures you are properly set up for business success.

Small business packages that get your tax done

Tax laws are complex and rapidly changing. Governments are chasing every tax dollar they can. We help you meet your statutory tax and accounting obligations and get your company tax return lodged.

Package includes:

  • Financial accounts
  • Preparation and lodgement of income tax return
  • Dividend statements
  • Identification of tax issues

 

Trusts are required to lodge an annual income tax return. We prepare everything involved in preparing your trust's tax return, including beneficiary statements and trustee minutes.

Includes

  • Annual financial statements
  • Income tax return preparation and lodgement
  • Identification of tax issues

It's not just the company that needs to lodge a tax return and if they're not lodged correctly, there can be serious penalties!

If you're running your business in your own name (sole trader) then your tax issues can be as complex as any company. We can prepare all the additional schedules the ATO needs and make your life just that little bit simpler.

You're running a successful company, you've got a family trust and an SMSF superannuation fund. How do you optimise your tax? What tax planning steps can you take to make your tax payments as efficient as possible?

Perhaps you're thinking to retirement or exit from your business? How do you maximise your returns?

We've helped hundreds of people successfully plan their tax affairs, saving significant sums of money.

If your numbers are not quite in order or you haven't quite kept up to date with your accounting, we get it. It's tedious, isn't it?

Our bookkeeping packages get your books in order and give you confidence that your GST obligations are correct.

Package includes:

  • Set up and training in Xero
  • Transactions processing
  • BAS lodgement
  • Payroll

Perhaps you're pretty confident in keeping Xero up to date but want someone to check it before lodging your BAS? No worries. For a small fee each quarter, we can review your BAS and make sure it's ready to be lodged with the ATO. Cost-effective peace of mind.

We are small business specialists

If you have a growing business with annual turnover of $250K-20million we can help improve cashflow and profitability.