Our Services

Tax preparation and planning

A wooden tray containing brown and black eggs placed on a table with a lace tablecloth, with some papers and a glass container nearby.

  • Business Tax Preparation (All Entity Types)

  • Company Tax Returns (Pty Ltd & SMEs) – Annual financial statements and tax return preparation using specialised compliance software.

  • Trust Tax Returns (Discretionary, Unit & Family Trusts) – Preparation of trust financials and tax returns, including determination and documentation of trust distributions.

  • Partnership Tax Returns – Income allocation, partner share calculations, and preparation of partnership statements.

  • Sole Trader & Small Business Tax Returns – Business schedules, deduction optimisation, work‑from‑home claims, and GST/BAS compliance.

  • SMSF Annual Returns (where applicable) – Compliance reporting and coordination with auditors.

  • Individual Tax Returns

  • Personal Income Tax Returns – Salary and wage returns, deductions, investment income reporting, and work‑from‑home apportionments.

  • Investment & Rental Property Schedules – Rental income, interest, depreciation, capital allowance, and property‑related deductions

  • Capital Gains Tax (CGT) – CGT event calculations for shares, crypto, real estate, and roll‑overs (including SME restructure sessions).

  • Tax Planning & Advisory

  • Interim & Year‑End Tax Planning – Review of business performance, profit projections, and estimated tax liabilities for each entity before year‑end.

  • Dividend Planning & Franking Credit Management – Calculation and declaration of dividends with correct franking levels.

  • Superannuation Contribution Strategies – Advising on concessional and non‑concessional contribution limits for owners and directors.

  • Trust Distribution Planning – Optimisation of tax‑effective distributions and preparation of trustee resolutions.

  • Business Purchases & Asset Planning – Determining timing of purchases and deductions to minimise tax.

  • Proactive Alerts on Tax Law Changes – Identifying risks and opportunities as tax rules evolve.

Accounting and reporting

  • Financial Accounting

    • Preparation of annual and periodic financial statements for all business structures.

    • Comprehensive profit & loss, balance sheet, and cash flow reporting tailored to business needs.

    • Maintenance of accurate general ledger, journals, and chart of accounts.

    • Regular bank, credit card, and control account reconciliations (GST, PAYG, ATO accounts).

  • Management Reporting & Analysis

    • Monthly or quarterly management reports, including KPIs and performance dashboards.

    • Customised financial analysis, cost reviews, margin insights, and trend reporting.

    • Cash flow monitoring, budgeting updates, and variance analysis.

    • Industry‑relevant reporting packs to assist decision‑making.

  • Bookkeeping & Transaction Processing

    • End‑to‑end bookkeeping including accounts payable and receivable processing.

    • Payroll processing and Single Touch Payroll (STP) compliance.

    • Supplier invoice processing, recurring transaction setup, and automated payment reminders.

    • Weekly, monthly or quarterly processing schedules to maintain up‑to‑date records.

  • Software & Systems Support

    • Setup and optimisation of Xero, MYOB, QuickBooks, Saasu, and add-on integrations.

    • Migration between accounting systems (e.g., MYOB → Qickbooks→ Xero).

    • Customisation of reporting templates, chart of accounts, and division/class reporting.

    • Training for internal staff on accounting system usage.

  • Compliance Reporting

    • Preparation of BAS, IAS, ASIC compliance, STP reporting, and superannuation lodgements.

    • ATO correspondence management and support for compliance reviews.

    • Ensuring timely and accurate submission of all statutory reports.

  • Controller-Level Reporting & Oversight

    • Acting as an internal financial controller for businesses needing higher‑level oversight.

    • Developing customised KPIs, reporting packs and dashboards specific to business operations.

    • Internal process review and improvement for stronger financial governance.

Virtual CFO services

  • Strategic Financial Leadership

  • Provide expert financial oversight without the cost of a full‑time CFO.

  • Develop long‑term financial strategies aligned with business goals.

  • Deliver board‑level insights for better decision‑making.

  • Financial Reporting & Performance Insights

  • Prepare clear, timely monthly management reports and dashboards.

  • Analyse key financial metrics to improve profitability and cash flow.

  • Create functional Profit & Loss structures and custom reporting.

  • Budgeting, Forecasting & Cash Flow Management

  • Build robust budgets and rolling forecasts to support planning.

  • Implement cash flow modelling and scenario planning.

  • Identify financial risks early and recommend proactive solutions.

  • Workflow, Systems & Technology Integration

  • Optimise financial systems for accuracy and efficiency.

  • Advise on best‑practice tools and automation to streamline reporting.

  • Support digital transformation and AI‑assisted financial workflows.

  • Business Advisory & Strategic Reviews

  • Conduct regular strategic reviews and financial health assessments.

  • Provide insights on pricing, margins, growth opportunities and cost control.

  • Facilitate goal setting, accountability and action planning with leadership teams.

  • Client Engagement & Communication

  • Provide consistent, structured processes for stakeholder communication.

  • Offer clear scope definitions to avoid scope creep and misalignment.

  • Deliver ongoing support and collaboration as a trusted financial partner.

  • Compliance & Governance Support

  • Ensure financial processes meet governance and regulatory standards.

  • Assist with external reporting, audit preparation and documentation.

  • Provide board‑ready insights and attend board/leadership meetings where required.


Business Structures & Entity Selection

  • Advice on choosing the right structure: sole trader, partnership, company, trust, or approved practice structure.

  • Assessment of structural impacts on taxation, liability, asset protection, and succession planning.

  • Support with restructuring needs (including SMEs undergoing operational changes or succession).

  • Guidance on SMSF‑related structure considerations when appropriate.

Bookkeeping Services

Core Bookkeeping

  • Accurate entry and management of all business transactions.

  • Bank, credit card, and payment gateway reconciliations completed regularly for clean, reliable data.

  • Maintenance of accounts payable and receivable, including invoice processing and payment tracking.

Payroll & Employee Obligations

  • Full payroll processing weekly, fortnightly, or monthly through Xero, Payroller, or your preferred software.

  • Single Touch Payroll (STP) reporting to ensure ATO compliance.

  • Superannuation calculations and lodgements.

BAS & ATO Compliance

  • Preparation and lodging of BAS, IAS, and superannuation filings.

  • Ongoing ATO correspondence handling and compliance support.