Looking After Your Family & Business

Tax Advice and Compliance

We are here to help you with;

• Tax Returns
• Statutory Financial Statements
• Business Activity Statements
• STP Reporting
• TPAR Reporting

If you have a multi-entity group, we will help you to make optimal use of your structure.

For businesses each year between March and May we will be in contact you about tax planning.

As a part of this process, we can help you to understand your expected tax position for the year and the options that you have to help not just with tax minimisation for the year, but future planning.

Bookkeeping

We have two Bookkeeping Service models available to fit your needs and pricing point.

Each has a special bookkeeping hourly charge rate – so you are only paying for what you need.

As a Bookkeeping Client we will send you through the following reports to give you easy access to the information you need:

• Your Profit and Loss Statement and, if applicable:
• your Accounts Receivable report
• your Accounts Payable Reports

Full Service

Under our Full Service Bookkeeping Model we will allocate all of your bank transactions every few days. This helps to keep the information you are getting from your software package as relevant as possible for your decision making process.

If we aren’t sure wat a transaction is – we will ask.

Our job is to simplify your life, so we also keep a record of your unusual transactions in order to minimise the things we need to ask you about.

Review Service

This Bookkeeping Service Model lets you allocate your transactions throughout the month.

At the end of the month, we will just jump into your file and tidy up anything you weren’t sure about.

We are a Xero firm, however can also look after your bookkeeping in Quickbooks and MYOB Essentials.

Management Reporting

Our Management Reporting services our fully customised to meet your needs and can include:

• Monthly or Quarterly Management Reports
• Periodic Consulting

Management Reporting is a great way for business owners of medium to large enterprises to get the information they need presented in an easy to understand format, regularly.

Our Management Reports come complete with commentary which is aligned to the goals and objectives you have outlined to us to help you keep the business moving forward.

We will also help you to identify ways that non-financial data can be collected and reported on to give you the best information possible for growing your business.

Starting a new Business?

We have a specialised brand of accounting specifically for start-up businesses called Sumo Accounting. Through this brand we have been helping new businesses launch and grow for over 3 years.

We are excited to work with you and see your business ideas grow!

What we promise:

We will remind you when your lodgements are due – with plenty of notice

We will always try to answer your questions in a way you can understand

If there is a way you can pay less tax we will tell you.

Giving

Are you a business owner who loves to give to your Church or Charitable Organisation?

Did you know that a Discretionary Trust might let you give more pre-tax dollars to the causes that matter most in your life?

This is where we can really help you and your community reach the goals you hold important. It requires thoughtful planning and expertise so talk to us today.