We understand the challenges facing business owners, so we offer small, SME and multi-owner businesses a unique service to reduce risks and run a more efficient and profitable business.

You didn’t get into business to do bookkeeping and administration, so we’ll help you streamline and automate much of your operations so that you can get on with what you do best. Whether you are a business start-up, young or established business, mid-sized or large business, you’ll enjoy working with advisors who constantly keep your big picture in mind, knowing that your business is a means to an end, not an end in itself.

We love working with business owners. We take a different approach and look at your business as a whole to identify the cause of problems and challenges and how best to address them. We look at resolving and documenting key improvement strategies for your business, all aimed at achieving financial independence and security.

Our experienced accountants can help you with:

  • Government ‘red tape’  
  • Business efficiencies improvements
  • Correct business structure setups
  • Profit & cashflow improvement plans
  • Improved systems for payroll, Point of Sale, stock control
  • Annual Financial Statements & Tax Returns
  • ASIC Company documents and lodgements
  • Easier record keeping with Xero setup and training 
  • BAS, GST, FBT – you name it, we can help you with any tax obligations
  • Saving tax with Advanced Tax Planning
  • 5-year plans to increase your business value
  • Preparing your business for sale
  • Protecting your assets with asset protection advice

Do you know the real commercial value of your business and how best to maximise it? 

Let us help you build a better business. As a business owner, your wealth and wellbeing are inextricably linked to your business. It is your source of income, your most important asset and frequently its sale will help fund your retirement. 

In our experience, most business owners don’t realise that the way they have their companies, trusts and personal Wills organised means that their family’s assets, like the family home and investment portfolio, are unnecessarily put at risk through a lack of a smart Asset Protection strategy. This is one of our strengths and it will be one of the first things we will do with you.

We also help improve your business’ cash flow, set up amazingly efficient ‘cloud-based’ accounting and (if applicable) payroll systems, and advise you on strategies that help protect your family’s personal assets from business risks.

Our approach to business advice is delivered in a timeframe that works for you and we offer ongoing support to ensure your action plans are implemented and goals realised.

Feel reassured that your business is in expert hands

Clients tell us that having the best types of structures in place for business owners put in place helps them feel more secure. Our clients know that should the worst happen, their assets will end up with the people they intend, not someone taking legal action over a business matter.

Just some of the industries we work with:

  • Building and construction
  • Dentistry
  • GP Practice
  • Medical Specialists
  • Allied Health
  • Design & Creative Industries
  • Retail 
  • General Aviation 
  • Hospitality
  • Legal 
  • Trades
  • Veterinary practices

Book a complimentary consultation now!

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