Small & Medium Business Owners

We are passionate about helping businesses grow from the ground up.

We not only help you with all your accounting and compliance burdens, but also proactively review your financials, in order to help plan and forecast your future.

This is because your success is our success. Businesses aside, we also offer comprehensive individual and SMSF services to compliment your personal wealth ambitions.

Stage One: Business Structuring

[We match the corporate structure to your needs. Not the other way around]

Stage Two: Business Purchase or Setup

[Purchase of existing business or the setup of a new business]

Review business purchase contract for income tax and GST implications
Income tax and GST due diligence for existing business
ABN, TFN and GST registrations
Preparation of business plan
Design and implement a basic accounting system
Set up and training of innovative cloud based accounting software

Stage Three: Operations

[Management of your day-to-day activities, so you can focus on your business]

Accounting, bookkeeping and taxation compliance services
Forward looking tax planning to ensure you pay no more tax than you have to
Flexible and tax effective distribution strategies of net profit
Self-Managed Superannuation Fund (SMSF) setup and administratio

Stage Four: Pre-Exit

[Exit the market efficiently and tax effectively]

Stage Five: Exit Strategy

[Sale of the Business]

Assist with potential CGT and GST audits
Document application of CGT Small Business Concessions
Distribution of sales proceeds to owners
Preparation of Form 2
Review of draft sale contract for income tax and GST considerations