Our business advisory services are designed to help you take your business to the next level. They are all fixed fee and can be customised to match your goals and budget.
Our goal is to help you build real wealth via your business, while also optimising your tax position.
*Some service such as Payroll & Cash Flow Forecasting are not included in our platinum package and will incur additional fees.
Tax Planning
One of our key objectives when working with a business is ensuring they are structured in a way that will legally minimise the amount of tax they have to pay. We then work with clients each year to come up with strategies that will ensure they are reducing their tax bill, leaving more money for them to accomplish their goals.
Business Planning Meetings
We meet with you on a quarterly basis to track where your business is at, where your business is going and whether this aligns with the goals you have set. This is our favourite service we carry out as it allows us to help shape your business growth.
Benchmark Reporting
We think it is vital that is a business owner understands where their business is compared to others in their industry. We provide you with an annual report on how your business compares to others of a similar size and industry.
Payroll
Payroll can be a complex area but one that is important to get right. We can take care of all of your payroll needs, no matter if it’s just one employee, or many. You will have the assurance that you are complying with the relevant laws, while also being educated on ways to improve your payroll processes. We can help with all stages of payroll, from on boarding new employees to calculating long service leave.
*This service is charged in addition to our platinum package. Ask us for a custom quote.
Cash Flow Forecasting
One of the major issues for many business’ is cash. The question will come up quite often, if I have made a profit, where is the Cash? We work with business’ to ensure they always have a Cash Flow forecast at all times. This will help them navigate through low periods, or ensure they don’t waste cash through the highs.
*This service is charged in addition to our platinum package. Ask us for a custom quote.