START UP

We’re passionate about helping new business ideas take off.

Whether you’re starting something new or purchasing an established business, the first few years are an exciting time. There is a lot to learn along your business journey. We help to get the foundations right and assist you on your path to success. We guide start up businesses through the initial set-up, helping them to get their business ideas off the ground or make a successful transition to business ownership. Whatever the need, our wholistic approach means that you will be fully supported.

Here’s how we help to make your business start up a success:

• A business checklist
• Business idea brainstorming
• Business structure set-up
• Accounting software set-up
• Evaluating a business to purchase
• Pre business personal finance health check
• Accounting basics
• Insurance and protecting your assets
• BAS and annual tax returns

GROW MY BUSINESS

You are over the initial hurdle of starting your business and can see there are new challenges on the horizon and opportunities for growth.

We work with you to help your business thrive

You are over the hurdle of starting your business and you can see there are new challenges on the horizon. Whether it’s employing staff, dealing with cashflow issues or expanding, we can help you find the clarity and solutions you need as you grow your business. Whatever your business needs, our wholistic approach means that you will be fully supported.

Here’s how we help your business grow:

• Cash flow management
• Growth opportunities
• Financial analysis
• Tax minimisation strategies
• Bookkeeping support
• Business process establishment
• Asset purchases – when to hire, when to purchase
• BAS and annual tax returns

MAXIMISE MY POTENTIAL

You’ve reached a natural peak where growth has levelled off and you want to maximise the returns from all your hard work.

We help take your business to the next level

Many businesses reach a natural peak where growth has levelled off, there’s good profit and you are more confident in your role as a business owner. At this stage you might like the opportunity to do things differently, either to maximise your profit, minimise your time commitment or both. You might also be considering branching out into new areas. We help you understand your options and what actions you need to take to leverage your hard work. Whatever your business needs, our wholistic approach means that you will be fully supported.

Here’s how we help find the potential in your business:

• Maximising profit – gaining the most from your sales
• Business process improvement – how to free up your time
• Self-managed superannuation options
• Bookkeeping support
• Advice on building your asset base
• Protecting what you’ve built
• Tax planning and minimising tax strategies
• BAS and annual tax returns

EXIT MY BUSINESS

You are planning to exit the business and want to take actions to make this time easier and maximise your income.

We support you to take the steps you need to exit from your business

Whether you are selling, transferring your business or closing down, we can help you to understand the steps you can take when exiting from your business. We can guide you throughout the transition, working with you to tie up loose ends and achieve a maximum return. We help you assess the three primary options to exit your business; selling, business succession and closing down. Whatever your business needs, our wholistic approach means that you will be fully supported.

Here’s how we help you exit your business:

• Getting your business structure right for sale (especially when you’re working with partners and family)
• Business handover – successful navigation of a business transfer
• Setting up your business systems for the best sale price
• Debt resolution options
• Financial planning advice
• Securing your wealth with Superannuation options
• Tax minimisation strategies