Small & Medium Business Accounting (SME)
Running a business shouldn’t mean spending evenings catching up on receipts, spreadsheets and financial reports. We help Canberra businesses improve their accounting processes, stay on top of compliance and get a clearer understanding of their financial performance.
Whether you’re an independent consultant, a growing professional services firm, a trade business or an established SME, we’ll help you organise your numbers so you can focus on running the business.
Core services:
Financial statement preparation, BAS and IAS preparation and lodgement, Xero and MYOB bookkeeping support, Payroll and business reporting, Cash-flow analysis and management reporting
Strategic Tax Planning & Company Setups
Choosing the right business structure and planning for tax can have a significant impact on your financial position. We help Canberra business owners understand their options, establish appropriate structures and plan ahead for upcoming tax obligations.
Whether you’re starting a consultancy, moving from sole trader to company, or reviewing an existing business arrangement, we can help you consider the accounting and taxation implications.
Core services:
Company, trust, partnership and sole trader structures , Business establishment and registrations, Year-round tax planning, Tax-effective structuring advice, ASIC and ongoing compliance support
SMSF Compliance & Retirement Advisory
If you’re managing a Self-Managed Super Fund (SMSF), keeping up with your fund’s reporting and compliance obligations is essential. We provide accounting and taxation support to help trustees manage the financial responsibilities of their fund and maintain a clear view of their retirement planning.
Whether your fund holds cash, shares or property, we’ll help you understand the accounting and tax requirements relevant to your circumstances.
Core services:
SMSF financial statements and tax returns, Annual compliance support, Trustee reporting assistance, Taxation and administration support, Retirement-focused accounting guidance
Capital Gains Tax (CGT) & Investment Accounting
For Canberra property owners, investors and business owners, major transactions can bring important tax considerations. Selling an investment property, disposing of shares or selling a business asset may affect your tax position, so it’s worth understanding the implications before making a decision.
We help you work through the relevant accounting and taxation considerations, prepare for potential liabilities and make informed decisions about your investments.
Core services:
Capital Gains Tax calculations and advice, Investment property tax returns, Share and asset disposal considerations, Investment income reporting, Tax planning around capital gains events
Growth-Focused Business Mentoring
Canberra businesses often work across professional services, consulting, technology, construction and government-related supply chains. As a business grows, keeping track of profitability, project costs, cash flow and future commitments becomes increasingly important.
We look beyond annual compliance to help business owners understand their numbers, identify areas for improvement and plan for their next stage of growth.
Core services:
Cash-flow reviews and forecasting, Financial performance reporting, Budgeting and business planning, Profitability and margin analysis, Strategic business mentoring
