MY SERVICES

I bring balance
to your business

Let’s decode the story behind your numbers and see how well they’re aligning with your business goals. I've come across pretty much every major issue that business owners face.

START UP

You have an inkling of an idea to do something different to everyone else….

ESTABLISHED

Your business has been running for a few years, and you probably have an accountant on board…

PLANNING FOR RETIREMENT

You’re running a successful business but have your eye on retirement and that…

SELF-MANAGED SUPERANNUATION (SMSF)

So, what’s all this buzz about SMSFs, and are they right for you?

Start-ups

You have an inkling of an idea to do something different to everyone else. You’ve mapped out what it looks like; identified your niche; sorted your client avatar; and got a handle on social media. And then there’s the finances …

I know what it’s like to set up a new business in a competitive industry so let’s move through these steps together to set your processes up right. Then you can take on the world.

SERVICES

  • If you’re still in planning stage, let’s look at the financial viability of your business idea with some forecasting – what lies ahead based on your current plans; is your pricing suitable for your market and will it give you the payback you expect; how much do you need to sell to reach your goals and is this viable.
  • Once you’re ready to go, let’s look at:
  • the best way to structure your business for tax and asset protection, keeping in mind your future growth plans?
  • how to structure things if there are other partners/investors coming on board.
  • setting up all the government registration requirements, including ABN, TFN, GST and business name.
  • what accounting software will suit your stage of business. ps … It doesn’t have to cost a lot, and to what level do you want to deal with bookkeeping. We can consider the costs/benefits of doing yourself vs outsourcing this crucial role. Remember with numbers … rubbish in rubbish out. This is a critical thing to get right from the start.
  • what other apps are available to help keep track of things.
  • getting the best efficiency out of all your software subscriptions – making sure they all play nicely together.
  • making sure you’ve got everything covered if you’re planning to employ staff.
  • Introductions to a network of other small businesses to discuss any challenges, tips and ideas.
  • And of course, we’ll cover off on the usual tax, accounting and ASIC requirements.

Say hello

Let’s talk about growing your business and your future by finding the right numbers for you.