Accurate Record Keeping Is A Key Component To The Success Of Your Business.

Accounting and Bookkeeping Services

Accurate, meaningful, organised financial records ensure that your business operations will run more efficiently on a daily basis. We provide a full range of cost effective accounting services including:

  • General ledger maintenance
  • Annual Financial statement with compilation report
  • Management-use-only financial statements
  • Interim financial statements
  • Personal financial statements foe business owners
  • Forecasts and projected financial statements
  • Payroll preparation and compliance services – Workers compensation and
  • Superannuation
  • MYOB and QuickBooks setup, configuration and training
  • Reconciliations
  • Fixed Assets Register maintenance

We also assist you on a number of compliances as required by various authorities:

Employer superannuation contributions
Workers Compensation
ASIC compliance
Insurance compliance
Transfers of shares
Preparation of ASIC forms 203 and 304 as required
Maintenance of company statutory register
Appointment of public officer and Company Secretary.

Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping, including training your personnel to accomplish much of the record-keeping functions through on-site or cloud accounting. We also provide training and assistance with MYOB, Quick book, XERO, Saasu and Bank link applications.

Starting a New Business

Choosing the form of entity of your business (e.g. sole proprietor, Partnership, trust or limited liability company…. is a crucial decision that can have longstanding tax implications, positive or negative. Questions about important issues like incorporation, accounting systems, tax law compliance, and payroll are enough to overwhelm just about anyone. That’s why we have developed a fully customisable step-by-step start-up procedure designed to walk new business owners through the entire process-ensuring that you get your business off and running In the right direction.

Tax returns and Tax Planning

It is our job that you pay no more tax than the law requires.

There is a certain mystique that has grown up around tax planning and tax-cutting techniques. We are here to put tax planning in plain English for you.

There are actually several basic Tax-cutting strategies within a legal framework, and most plans involve one or a combination of them. In a nutshell, the strategies are:

  • Splitting income among several family members or legal entities in order to get more of the income taxed in lower brackets
  • Shifting income from one year to another in order to have it fall where it will be taxed at lower rate.
  • Shifting Deductions from one year to another to place them where the tax benefit will be greater
  • Deferring tax liability through certain investment choices and through pension plan contributions
  • Investing your money to produce income that is exempt from income tax.

Today’s tax laws are so complicated that unless your financial affairs are extremely simple, chances are you will benefit from at least occasional help from tax professional. It is too easy to overlook deductions and credits to which you are entitled if you prepare only one return a year. Even the use of computer software is no substitute for the assistance of a seasoned tax preparer.

We prepare hundreds of tax returns every year. We know what to look for when your return is prepared. More importantly, you have someone to ask questions during rest of the year. And we will put you on our mailing list to receive timely tax and financial advice.

We monitor the changes in the tax law that affect you and recommend tax saving strategies. We will file all your tax returns and serve as your advocate in all tax matters. We assist you in rearranging the ATO payments (Payment Plan) in a way that suits you and your cash flow. Also, we assist you to remit any interests and penalties charged by ATO into your account.

If you are contacted by ATO or any government agency concerning your tax matters, your first call should be to us. We will take care of ot so that you can get on with your business.

The following are examples of few returns that we lodge for you:

  • Business Tax Returns
  • Individual Tax Returns
  • Rental Properties
  • Capital Gains
  • Company Tax returns
  • Partnership Tax Returns
  • Trust Tax Returns
  • Self managed Super Fund Tax Returns
  • Business Activity Statement Preparation
  • Installment Activity statement Preparation
  • FBT, payroll tax and Others
  • PAYG variation form- Negative Gearing
  • Deferral scheme application- for imports

Business Plan / Cash Flow for Financing

A business in a start-up phase or in a growth phase requires financing for meeting it’s long term (plant, equipment, building etc) and short term (working capital etc) requirements. We specialise in preparation of a comprehensive business plan with cash flow that would be in line with your corporate goal as well as will meet the requirement of the financial institutions.

Business Consulting Services

We provide comprehensive however flexible strategies that address the following issues affecting your business.

  • Accounting method changes
  • Capitalizing vs. expensing analysis
  • Capital gain and loss analysis
  • Research and development costs
  • Loan amortization schedule preparation
  • Business purchases, dissolutions and disposals
  • Asset purchases and disposals
  • Employee vs. independent contractor analysis
  • Buy-sell agreements
  • Cash flow analysis and budget development
  • Purchase/lease analysis
  • Strategic business planning
  • Prepare or review loan applications
  • Assist in establishing bank relationships
  • Review contracts and other related documents for business and tax implications

Self managed Super Fund : Management, Compliances and Audit

We specialise in independent Self Managed Super Fund Auditing and with over 10 years SMSF auditing experience you are in the right hands.

We stay up to date with any changes to regulations, which is important for delivering the best value SMSF advice, SMSF service, SMSF support and SMSF templates as required.

Using the latest technology and electronic auditing practices allows for faster turn around times on all SMSF Audit jobs to our Australia wide clientele which includes trustees, accountants and financial planners.

We provide accounting and taxation services for all self-managed super funds (SMSFs) whether they are in accumulation or pension mode. We will ensure that your SMSF is fully compliant with all government requirements and we will help you stay on top of all legislative changes. We can offer a customized SMSF package, tailored to suit your specific needs.

Our SMSF services include:

  • SMSF establishment
  • Full pension management
  • Automated accounting of corporate actions
  • Comprehensive investment reports
  • Capital gains tax calculations
  • Annual member statements
  • Limited recourse borrowing
  • Commissioning annual independent audit reports
  • Actuarial certificates (where necessary)
  • Lodgment of income tax and regulatory returns
  • Annual financial statements
  • Expert SMSF technical advice

    Our SMSF clients and their advisers also have the ability to remotely access their SMSF reporting at any time for up-to-date information.

CFO Services

Newer and smaller businesses don’t always have enough work for a full-time CFO, but that doesn’t mean they don’t need access to a CFO’s skills and talents. In fact, when you’re first growing your business, you need CFO services more than ever.

A CFO can:

  • measure what matters to your business and analyses the numbers and trends;
  • let you know when preventative actions are required and helps your management to create thorough processes, forecasts, and plans;
  • ensure that your cash flow is managed so well that you never run out of cash or need to hastily borrow;
  • report on profitability compared with targets and makes sure you operate with compliance to relevant laws; and
  • liaises with you and the key decision makers and can become a key strategic adviser. 

External Examination of trusts accounts

Under the Legal Profession Uniform Law and the Legal Profession Uniform General Rules 2015 a law practice is required to have its trust records externally examined once in each financial year if it has received or held trust money, excluding Transit Money. We are a registered external examiner (Law Society of NSW) and specialise in providing External Examination services.

Outsourcing and other Services

With outsourcing, we help you to create wealth in your business by providing integrated end-to-end accounting service.

Our role is to shift the administration, operational and management burden from you to us, and allow you to focus on growing your core business. We Strongly believe that you, as an entrepreneur have to concentrate on areas of core competencies viz business strategic planning, Sales promotion, Profitability, Increased Net Wealth, Competitive Threats etc rather than administration work.

We’ll ensure compliance with all aspects of company administration with the Australian Taxation Office, ASIC, and other External bodies.

Areas of outsourcing:

  • Contract with sales person
  • Customer contracts
  • Credit approval
  • Customer profiling and cross selling opportunities
  • Invoicing and sales cycle management
  • Collections
  • Debtor Management
  • Reduce procedure to pay costs & processing time
  • Improve purchasing power
  • Reduced vendor & increased contract purchasing
  • Accurate purchasing process (order, receipt, invoice)
  • Quick Implementation
  • Increased accounts payable workflow control
  • Reduce admin cost
  • Employee payments
  • Employee leave reporting
  • Employee contract management
  • Employee management services
  • Salary packaging
  • Issuance of Pay slips
  • Annual Group Certificates
  • ATO Compliances
  • Employers Superannuation reporting and compliances
  • Sourcing best prices and management for workers compensation policy
  • Sourcing best prices & management for professional Indemnity and Public Liability insurance
  • Data backup services
  • Filling of all documents in an electronic format
  • Investment management services

Financial Forecasts & Projections

Forecasting is necessary when trying to effectively manage a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company’s financial goals.

Professional Referring

We also provide assistance in locating best and affordable professionals for legal matters, estate planning, investment counseling and various insurance matters.

Strategic Alliances

We are surrounded by professionals to assist our clients in all aspects of their financial affairs.

If you require assistance with superannuation, financial planning, personal wealth insurances, business/personal Loan or motor vehicle loans, we can refer you to reputable professionals within these industries.


We help Businessess Innovate and Grow

  • Accounting Services
  • Tax Services

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