Looking After Your Family & Business
At Pearson CA we actively manage your business and tax compliance affairs.
Emilie, the Principal CA here at the Firm has more than 20 years of experience and has managed the affairs of businesses and family groups with turnovers of up to $20mil.
Our team are friendly and approachable – and are always looking for ways that we can help to make your life easier.
We work with a wide range of structures including Companies, Family Trusts, Unit Trusts, Partnerships, Sole Traders, Self-Managed Superannuation Funds as well as complex Multi-Entity Structures.
Services How we can help you
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.
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
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.
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.
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.
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.
Our Team Here to help you
Practice Manager & Business Analyst
Business Services Manager
Accountant - CPA
Client Service Administrator
& let us help you
1/215 Albany Street North
GOSFORD NSW 2250
PO Box 321
GOSFORD NSW 2250
9am to 5pm