From start-up to established SME, we put good financial habits in place so you can focus on growing the business.
Company, trust or sole trader: we help you choose and set up the right structure from day one.
Cloud bookkeeping in Xero, MYOB or QuickBooks, with BAS and GST lodged on time.
Pay the least tax that is legally possible, with planning before 30 June rather than after.
Budgets and cash flow forecasts that show what is coming and where to act.
A 45-minute strategy session to find what is holding back your profit and plan your next steps.
Many Australian small businesses do not have the right structure, planning or tax strategy in place. Paying more tax than you need to does not just cost the business, it costs you and your family, and can mean working years longer than you planned. We make sure our clients pay the least tax that is legally possible.
From choosing the right structure when you start, to registering for GST, setting up bookkeeping and payroll and planning for growth, we guide you through each stage. Good habits put in place early help you grow profits faster.
Imagine knowing exactly where your business stands each month and having a clear plan for the year ahead. We provide simple management reports, cash flow forecasts and regular check-ins, so you can make decisions with confidence and get the work-life balance you deserve.
Our free first meeting looks at what is holding your business back, from structure and pricing to cash flow and tax. You leave with practical next steps, whether or not you choose to work with us.
We take the time to understand your personal or business circumstances so we can provide advice that is accurate and relevant.
From tax returns to ongoing compliance, we manage the process efficiently and ensure everything is completed correctly.
We stay connected throughout the year to help you plan ahead, avoid surprises, and stay in control of your finances.
You must register for GST once your GST turnover reaches $75,000 a year, or straight away if you provide taxi or ride-sourcing services. Registering earlier can make sense if you want to claim GST credits on start-up costs.
Sole trader, partnership, company and trust structures each have different tax rates, legal protection and running costs. We compare them for your situation and help you set up or restructure correctly.
You generally need to keep records of income, expenses, wages and GST for five years. Cloud software such as Xero or MYOB, with receipts captured on your phone, makes this simple.
If you lodge yourself, the individual return deadline is 31 October. Lodging through a registered tax agent usually gives you more time under the agent lodgement program, and we keep track of your deadlines for you.
We spend time understanding your business, look at your structure, tax position and cash flow, and give you practical next steps, whether or not you choose to work with us.
