We work with our clients in many different ways however some clients prefer the certainty of a fixed fee per month that is tailored to meet their business needs. We've created both book-keeping and business packages that range from little help through to acting as Virtual CFO in your business. Please click below for more information on our packages or go to services to find out other ways that we can work with you.
Financial Advice
We think that accountants are the last trusted advisors which is why we endeavour to do more than just your tax return. When we are preparing your return if we think it is relevant we will offer advice on what you can do to improve your financial situation. This might involve:
- Contributing to superannuation (salary sacrifice and after tax)
- Refinancing loans
- Transition to retirement strategies
- Accessing centrelink benefits
- Negatively and positively geared investments and their consequences
- Asset protection strategies
- Investment structures such as discretionary trusts
- And many more
If we need to involve a financial planner we have great alliances with financial planners, insurance brokers and mortgage brokers so that we know that what we suggest can be implemented.