Services
Specially tailored services to meet your individual needs.
Included in All Packages
Free Bonus Inclusions
- Business PropelA smart online business tool to help you achieve business goals. This is an international award-winning tool developed by the NSW Business Chamber
- Online Business Health ChecksIdentify your business strengths & weaknesses over 5 key areas: people, customers, financials, business strategy & operations. Get tips on improving your business with summarised recommendations
- Business PlansDevelop a business plan that's tailored to your business. Watch your business grow year-on-year, monitor & measure your progress towards achieving your business goals
- Loan reviews (personal & commercial)Review of funding arrangements to consider the best options to suit your personal & business circumstances
- Wealth protection reviewAnalysis considering risks & the most appropriate products for your needs. Changes in the following areas should prompt a review: income, debt levels, dependents, relationship status (marriage, divorce, new partner), occupation/employment status (i.e. self employed or employee) & health of you or your partner
Essentials
Custom Quote
- Preparation & Lodgement of Business Activity Statement -Stop worring about your compliance requirements
- Tax Planning Review (pre financial year-end) -Get more funds to grow, holiday etc. Don't wait until the year has past and the opportunity lost
- Preparation & Lodgement of annual Income Tax Return -Stop worring about your compliance requirements
- Preparation of annual Financial Statements
- Unlimited email and phone support (brief phone calls only) -Costs are fixed once agreed. Don't be worried about extra costs from phoning & emailing. We are all about service & communication
- Maintain Fixed Assets Register & calculated depreciation
Premium
Custom Quote
- All the features of Essentials plus ....
- Budgets prepared & reviewed quarterly -Plan ahead & track your progress
- Quarterly Management Reports including Key Performance Indicator Analysis -Focus & manage key areas. Understand how your business is performing & make better decisions
- Quarterly Business Strategy Meeting (in person, phone or Skype) -Track your journey to business success. Link actions to business goals to stay focused on outcomes. Develop continuous improvement environment
Platinum
Custom Quote
- All the features of Premium plus...
- Monthly Strategic Planning Meeting -Track your journey to business success. Link actions to business goals to stay focused on outcomes. Develop continuous improvement environment
- Monthly Management Reports & Key Performance Indicator Analysis -Focus & manage the business's key areas. Understand how your business is performing & make better decisions
- Business Gap Review Analysis -Establish the approximate gap that exists between what your business is currently worth & what it needs to be worth to fund your retirement.
One-off Project Packages – Fundamentals
- Tax-effective business structure advice
- Succession/exit/estate planning
- Asset protection
- CGT audit
Ongoing Packages – Choose the package that suits you
Free bonuses included with all packages:
- Business Propel – award winning online business tool developed by the NSW Business Chamber to help you achieve business goals & plan for the future
- Business health checks
- Business planning
- Loan reviews (personal & commercial)
- Wealth protection review
Additional Services
- Monthly Xero subscriptions
- Xero set up & training
- Strategic planning session
- Business plan
- Business performance review
- Business value gap analysis
- Business operations review
- Financial forecasting/budgeting
The Benefits
More time to focus on what you do best
Dedicated Business Adviser – less stress & the right advice at the right time
Fixed fees with no nasty surprises. Save money from a more efficient process
Make more money & have a more valuable business