MENU OF SERVICES

We want to work with you to help you achieve these goals …

 We have designed a special tiered range of services, “care plans”, to help you achieve these goals.
 
Your investment will be established “up front” and fixed for the ensuring year.
 
We will ask you to make the investment in our services via monthly bank direct transfer.
 
You will have unlimited advice on ‘ad hoc’ matters  … ‘phone calls’ are not charged to you.
 
You will have access to our web site's newsletter and feedback forum.
 
We want regular contact with you and will service your requirements with a specially selected and qualified team of business, taxation, accounting, computer and financial advisers.
 
You will be expected to use technology appropriately in your business so we can visit monthly or quarterly and monitor key performance indicators together.
 
We can help you do this easily as our accountants are experienced commercial accounting software product users.
 
We can facilitate your introduction to our fellow clients, so we can all grow together and really contribute to our community.
 
STANDARD 
 
 
  • Compliance Service 
  • Management Service I 
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  • Compliance Service 
  • Management Service I 
  • Tax Planning Service 
  • Wealth Creation 
  • Risk Management 
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  • Compliance Service 
  • Management Service I/II 
  • Tax Planning Service 
  • Wealth Creation 
  • Risk Management 
  • Use of Technology 
  • Finance Advice 
  • Business Development 
  • Succession Planning 
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  • Compliance Service 
  • Management Service I/II
  • Tax Planning Service  
  • Wealth Creation  
  • Risk Management 
  • Use of Technology 
  • Finance Advice 
  • Business Development  
  • Succession Planning  
  • Portfolio Management
          
Compliance Service  ~ reducing your worry ~
This is what every business person has to have done. Includes things like Income Tax-Federal and State, Sales Tax and the myriad of other matters Governments require you to comply with. We will send you checklists of the data we require plus deadlines for receipt of data.
 
Management Services  Accounting  ~ getting you in control of your business ~
This is where we help you prepare budgets for cash flow and profit planning purposes. We show you how to use these to get better control over your business by using these vitally important management control tools.
                                                            ~ Advice action on strategies to improve profit and cash flow   ~
This is where we go beyond the budgeting process and pro-actively help you interpret your periodic reports, include Key Performance Indicators that apply to all of the critical processes of your business. We work with you on these monthly and totally review your operating plan every quarter.
 
Tax Planning Service  ~ minimising your tax ~
We review your financial performance after six and nine months in order to provide you with taxation planning advice before the end of the year.  Action taken here will allow us to pro-actively plan for your wealth creation strategies utilising your retained after tax profits.
 
Wealth Creation  ~ maximising your wealth ~
Most business people are too busy to manage their own affairs. We review your personal net wealth every year and help you in achieving your goals for education, holidays and retirement.
 
Risk Management  ~ preparing for the unexpected ~
We help you establish a will, partner's or directors’ agreement and appropriate insurance's so that your family and interests are adequately protected. This is reviewed annually.
 
Use of Technology  ~ using technology for greater effectiveness ~
Developments in technology are moving so fast that you need a special technology development plan for your business. We help you do this.
We configure and install computerised accounting systems and train your operators to get the best out of the investment.
 
Finance Advice  ~ making money work for you ~
We help you get the right finance at the right rates. This includes leases, bank loans and overdrafts, equity raising and venture capital.
 
Business Development  ~ improving the value of your business ~
This where we are involved in assisting you with the development of your strategic plan. Our specific focus is helping you discover the unexplored potential that lies within your business.
 
Our aim is to help you make your business even more profitable and therefore more valuable. This will involve us in many non accounting aspects of your business development including team training, market positioning and helping you develop customer service strategies. We have invested processes that have been specifically designed to build your business.
 
Succession Planning  ~ helping you retire gracefully ~
We help you plan for your retirement and hand over of the business. This may involve training team members in new skills and developing systems and set procedures. Various options for the sale of the business are explored including vendor financing current employees in the purchase of the business.
 
Portfolio Management  ~ helping you manage your investments ~
We can structure your total investment portfolio according to your risk preferences and needs. We place investments for you and report quarterly or half yearly on your portfolio performance. We also manage all the necessary administration associated with your investments and provide our compliance specialists with the data for them to prepare the necessary returns.