01
ACCOUNTING
WE PROVIDE COMPREHENSIVE COMPLIANCE AND ACCOUNTING SUPPORT TO ENSURE YOUR BUSINESS MEETS ALL STATUTORY AND REGULATORY OBLIGATIONS, INCLUDING:
ANNUAL COMPLIANCE
+ Preparation of annual financial statements
+ Preparation and lodgement of income tax returns
INDIRECT TAX REPORTING
+ BAS, IAS and GST preparation and lodgements
EMPLOYMENT AND REMUNERATION COMPLIANCE
+ Fringe Benefits Tax (FBT) compliance and reviews
+ Single Touch Payroll (STP) reporting and compliance reviews
CORPORATE COMPLIANCE
+ ASIC company secretarial services
+ Corporate registry maintenance and statutory reporting
STATE TAXES
+ Payroll tax compliance
+ Land tax compliance and reporting
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We provide strategic tax and structuring advice to support business growth, asset protection and long-term wealth outcomes, including:
Tax planning and transactional advice
+ Proactive tax planning and structuring
+ Capital Gains Tax (CGT) advice for transactions, restructures and investments
Business and investment structuring
+ Establishment and review of business and investment structures
+ Structuring for asset protection, scalability and tax efficiency
+ Advice on family group structures
+ Succession and intergenerational planning considerations
Indirect and specialist taxes
+ Luxury Car Tax (LCT) compliance
ATO engagement and dispute support
+ Assistance with ATO audits and reviews
+ Private rulings and objections
+ Tax dispute resolution and ongoing ATO liaison
02
BACK OFFICE & CFO
We provide fully embedded CFO support for private and growth businesses that have outgrown basic compliance and bookkeeping but are not yet ready for the cost or complexity of a full-time CFO. We step into the role as part of your leadership team, delivering strategic finance, day-to-day review and practical decision support. Our service is typically remote-first, with scheduled onsite time as needed for key meetings, board sessions, and planning days.
We support business owners and leadership teams through key growth stages, transactions and strategic decision-making, including:
Design and implement a monthly management reporting pack, including:
+ Management accounts (P&L, balance sheet and cash flow)
+ KPI dashboards tailored to your business model
+ Variance analysis against budget and prior periods
Present results with recommended actions, at monthly or quarterly management and board meetings.
Analyse key metrics such as:
+ Gross margin and contribution margin
+ Operating leverage and cost structure
+ ROI on major projects and investments
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Prepare cash flow forecasts (weekly or monthly) and rolling cash flow views for control during growth or turnaround phases.
Optimise working capital through practical reviews of:
+ Debtor days and collections processes
+ Creditor terms and payment cycles
+ Inventory levels and purchasing policies
Support debt and equity funding, including:
+ Preparation of lender and investor information packs
+ Liaison with banks and investors
+ Support during negotiations and term reviews
+ Ongoing covenant monitoring and reporting
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Review your current finance function across systems, people and processes.
Design a fit-for-purpose structure that scales with the business.
Oversee day-to-day finance operations, bookkeeping and payroll.
Work seamlessly with your internal team or trusted outsourced providers.
Implement or refine cloud accounting systems, reporting tools and process
automation to improve accuracy, speed and control.
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Coordinate with tax and compliance advisers to ensure statutory obligations are met on time, including Activity Statements, Income Tax, State Taxes and Superannuation.
Prepare board-level financial reports and support audit and due diligence processes.
Document key financial policies, delegations and controls.
Identify and manage key financial risks, including:
+ Liquidity risk
+ Customer or revenue concentration
+ Covenant and funding risk
+ Forecasting and execution risk
03
CONSULTING
We support business owners and leadership teams through key growth stages, transactions and strategic decision-making, including:
Mergers, acquisitions
+ Assistance with the purchase and sale of businesses
+ Transaction support from initial evaluation through to completion
+ Financial due diligence on acquisitions and investments
+ Risk identification and financial modelling support
Growth, funding and operational advisory
+ Assessment of funding requirements and capital structuring options
+ Identification of operational improvement opportunities
+ Support with lender and investor discussions
Strategic and performance advisory
+ Assistance with the implementation of business strategy
+ Business model review and profitability analysis
+ Performance reporting and decision-support insights
Succession and ownership planning
+ Succession planning for founders, shareholders and partners
+ Ownership transition planning to support continuity and value preservation
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We provide integrated advice to help business owners protect, grow and transition personal wealth alongside their business interests, including:
Asset protection and structuring
+ Asset protection strategies for individuals and families
+ Establishment and maintenance of efficient family group structures
Estate and wealth planning
+ Estate planning coordination and structuring
+ Intergenerational wealth and succession considerations
Self-Management Super Fund
+ Property acquisitions through self-managed superannuation funds (SMSFs)
+ Ongoing SMSF structuring and compliance support
Not-for-profit (NFP) services
+ NFP setup and establishment
+ Ongoing governance, compliance and maintenance support
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We provide tailored accounting, tax and advisory services to high-net-worth individuals, families and private groups, including:
Comprehensive private client services
+ Full accounting and business advisory services for high net worth and private clients
+ Support across investment structures and family groups
Structuring and asset protection
+ Structuring options for asset protection
+ Asset protection and governance support
+ SMSF administration services (where applicable)
Wealth reporting and family office support
+ Cash flow management and budgeting
+ Consolidated wealth reporting for families and private offices
Personal tax and residency
+ Personal tax planning and compliance
+ Residency, expatriate and cross-border tax considerations
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