Services

Services
  • Key Performance Indicators : we help you to determine what are the key measures and how to track the few measures to keep your focus rather than overloading you
  • Results monitoring: we help you to know where you are at and how progress is going
  • The tax Yes we keep you up to date on when tax is due and can file tax matters for you. As a tax agent we can give you more time to file your tax return.
  • Structures Just who should own what and how should this be setup. We can advise what will work the best for you in your situation
  • Trusts we can set up all documentation around setting up a trust and maintaining a trust to ensure you comply with trust requirements
  • Systems we can setup new accounting systems for you
  • Other team members We know and can refer you to other people who could help your business; bookkeepers, mortgage brokers, conveyancers, coaches and more
  • Forecasts and plans Yes we can set these up with you
  • Business sale ready We can sit down with you and advise you what would help to get the best result should you wish to sell your business.
 
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