for a business that wants “all the extras” and the
need to “get together” regularly to discuss detailed
tax, financial planning and business control issues so that “you
can’t get it wrong”
Accounting Reports
annual accounts for your company (statutory financial reports format)
cash flow and profit and loss forecasts and accounts (in any format
your bank manager wants)
no audit of your financial records will be conducted and all financial
accounts will be prepared with our standard disclaimer
all documents prepared will be forwarded to you for approval before
they are lodged & we will give you as many copies as you need
Business Health Checks
management meetings to review your accounting records to help you
improve your systems and highlight areas that are performing well,
areas that require attention, assessment of risk in others
Debt: Leases, bank loans and overdrafts
working with you to prepare applications for leases, loans and
overdrafts including meetings with your bankers and financial agents
FBT return
preparation of your FBT return and GST journals, advice on your
substantiation requirements, the declarations required for FBT purposes
and your record keeping requirements
Payroll
lodging the IAS returns and your workers compensation renewals
from your payroll records preparation your annual PAYG certificates
and returns
G S T Compliance
support for your in-house accounting software such as MYOB or QuickBooks
lodging your quarterly BAS prepared from your in-house accounting
software
review of your GST record keeping to help you comply with all ATO
requirements to help you minimise areas of risk or penalties
dealing with all correspondence from the ATO and advice on your
GST substantiation requirements and the declarations required for
GST purposes
simple and concise cash flow reports with analysis of the most
important trends in the progress of your business shown in a graphical
way so that the trends are clear to you
review of your financial performance after six and nine months
to provide you with taxation planning advice before the end of the
year. Action taken here will allow us to proactively plan for end
of year strategies
Taxation returns
all your business and personal tax matters including preparing
and lodging tax returns, dealing with all correspondence from the
ATO and advice on your substantiation requirements and the declarations
required for income tax purposes
Visits, cups of coffee and smiles,
unlimited access to our team for advice on any matters
and regular get togethers at you place
this means that you can call for help any time knowing that you
will not be charged for the time
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