Monthly business advice and budgeting, accounting and tax, and ongoing support.

Business Development

• Preparation of an annual budget and cash flow forecast
• Preparation and distribution of monthly management reports analysing the performance of the business and cash flow
• KPI setting & monitoring
• Annual tax planning to provide certainty about your end of year tax position
• One-hour monthly meeting with a business advisor to maximise the growth potential

Activity Statements

• General advice, attendances to ATO reports
• Review, prepare and lodgement of your BAS/GST, PAYGW and PAYGI obligations to the ATO as necessary
• Review of your financial accounts.

Accounting &Tax Return

• Invoice and receipt management
• Preparation and reconciliation of asset register / depreciation schedule
• Preparation and reconciliation of lease, hire purchase and chattel mortgage facilities
• Review loan accounts
• Review and manage all compliance obligations
• Capital gains tax calculations
• Reconciliation of wages, PAYG and GST
• Reviewing compliance for Superannuation Guarantee
• Prepare and lodge your income tax return
• Review of all ATO correspondence received