Practical Financial Advice You Can Count On

Invest your time and efforts on running your business.
Leave the accounting to me.

Now, more than ever in the last 30 years, its important to have a clear picture of the factors that most affect your business, and beyond that: how to preserve and increase your net wealth in a challenging environment.

With deep experience in all aspects of financial management, I can help you.

Financial Control for Business

financial analysis | business advice | accounting

annual reports | management reports | systems & processes

tailored services | weekly | monthly | quarterly | annually

fixed fees | upfront pricing | free – ask the accountant a question

SMSF Audit

for accountants | for smsf trustees

fixed fees | free – ask the auditor a question

Accounting

Information when you need it

Analysis and interpretation

Advice you can rely on

Tax

With careful planning and management your tax will be minimised and controlled so that you know what to expect with no surprises.

Take the worry out of your tax return and get straight forward answers to complex problems.

By knowing how the tax office works, your problems can be solved, past errors can be fixed and penalties can be reduced. Use my experience to negotiate settlements or progress legal issues.

Financial Advisory

Whether you need a Business or Money Problem solved be assured there are simple answers to be had. Give me your problems, answer some sensible probing questions and we will find the solutions that you need.

Your money problems may require Forensic Financial Investigation. I will apply experience and a hard nose to give you simple solutions.

Effective Cash Forecasts are critical to financial success, ask me how to customise for your personal situation.

useful info

  • ways to grow your business:
  • increase sales
  • increase margins
  • reduce expenses
  • improve efficiency
  • use trusts to protect assets
  • use trusts to allocate net profit in a tax efficient manner
  • develop your business systems and processes into IP and create yourself a protective moat
  • arrange your affairs to legally minimise tax
  • be wise and leave all ATO matters to your accountant
  • get the most from your accountant by regular contact and asking lots of questions

Liability limited by a scheme approved under Professional Standards Legislation

Contact Me

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