• Budgeting and cash flow forecasting
  • Provision of regular reporting and financial accounts
  • Preparation of business and marketing plans
  • Assistance with finance applications

Business Management

  • Preparation of monthly accounts
  • Preparation and lodgement of Business Activity Statements (BAS)
  • Preparation and lodgement of all necessary taxation and employment registrations
  • Advising on and setting up your record keeping systems
  • Ensuring all your compliance obligations are up to date
  • Review of your current tax structure, advice on best structure to minimise your tax and maximise protection for your assets
  • Legal Tax Minimisation Planning
  • Preparation of Taxation Returns for Companies, Trusts, Partnerships, Superannuation Funds & Individuals
  • Advice on negative gearing of property, shares, and other investments

Starting up or buying a business

  • Advice on how you should structure your business - sole trader, partnership, company, trust
  • Preparation of finance applications
  • Financial analysis of the business to be purchased
  • Assistance with budgeting and cash flow forecasting
  • Advice on financing the business and sourcing finance
  • Matters to consider when purchasing a business
Selling a Business
  • The best way to present your business for sale
  • Advice on how to minimise capital gains tax on your sale proceeds


  • Recording cashbook transactions and reconcile the bank account regularly
  • Bookwork to Trial Balance Stage

Company Secretarial Work

  • Minutes, share issue and company officer appointments
  • Maintaining company registers
  • Maintenance of your registered office

Estate Record Keeping Service

  • Pro forma Will Kits
  • Maintenance of your Will and other important Estate documents

Suite 2, 13-25 Church St. Hawthorn, Vic 3122
// t: 03 9855 1411 // f: 03 9855 1477 / e: