Accounting & Bookkeeping
Significant experience with SME compliance. Whether you operate as a sole trader, partnership, company or through a trust, your accounting and reporting needs will be taken care with the appropriate dedication and expertise of a Chartered Accountant. Your financial reports will make sense to you not just the financial experts.
Profit and Loss Statement: After calculating the costs, revenue and other expenses in business, we prepare the Profit and Loss Statement that you would need for attending to your tax lodgements and review of the business performance.
Bookkeeping: Leave the nuts & bolts of maintaining your books to us. We will take care of your bank reconciliations, payroll, and other regular bookkeeping. This might seem boring and tedious to you, but we like it. Your bookkeeping services would be expertly carried out on a regular basis to make sure your books are well maintained.
Cloud Bookkeeping Services: Cloud-based bookkeeping is the next-generation model of traditional accounting, easy to use and highly secured so only authorised persons can access financial records and user data.
Bank Reconciliation: Your bank account(s) would be reconciled on a regular basis so you can monitor your business finances.
Other related services are:
- Taxation & Planning
- Consulting & Budgeting
- Business Advisory & Formation
Taxation & Planning
We have the training and expertise required to advise you on your tax and compliance matters. In particular, we can assist with all the major areas:
- Income Tax
- Capital Gains Tax
- GST
- FBT
- Structural Planning
- Small Business Tax
- Group Tax Planning
- Depreciation
- Lodgement of Tax Returns (including BAS & IAS)
For more information on our Terms of Engagement please click here.
Consulting & Budgeting
We can assist with regular reporting of your main financial health figures with analysis and commentaries on how you are tracking as well and help with your budget setting up (&/or updates)
Internal KPIs: Along with maintaining books, we would provide details of key performance indicators of the business that would help in your decision making.
Budgeting: If you are looking to setup financial goals or finding difficulty in cash flow management, we would help you set up budget that would allow you to not only prepare for the future but also prepare for eventualities.
Cash Flow Management: Cash is believed to be king of any business – especially more so for small businesses. We can help with setting a budget to help with your cash flow management.
Business Advisory & Formation
You have a great idea but not sure how to go about setting this up to be able to trade. The last thing you want is trade in a structure which may later end up being either too expensive to run or too onerous to get out of. We can help. We will carefully assess your current situation and goals and will provide you with comprehensive information on how to set up the structure.
This includes organising for the legal paperwork through the appropriate legal experts and organising for the relevant registrations with local authorities.
We offer services to help with the setting up of:
- Companies
- Partnerships
- Sole Proprietors
- Discretionary Trusts
- Unit Trusts
