Advise includes, but is not limited to, detailed information on some of the following areas: Management Accounting, Budgeting, Cash Flow forecasting, Business Development, Financial Investment referrals, Due Diligence reviews for business purchases, requirements to fulfill all statutory requirements for all business entities, all tax related issues
Business Advice
We provide advice on the appropriate structure with which to conduct your business. This includes Companies, Trusts (incorporating Unit Trusts, Discretionary Trusts, Hybrid Trusts and Family Trusts), Partnerships and any other entity as required.
Advise includes, but is not limited to, detailed information on some of the following areas:
Management Accounting, Budgeting, Cash Flow forecasting, Business Development, Financial Investment referrals, Due Diligence reviews for business purchases, requirements to fulfill all statutory requirements for all business entities, all tax related issues.
Bookkeeping
Our systems are such that we are able to set up bookkeeping records for all our clients on either a manual or computerised basis. We encourage the use of computerised bookkeeping systems and offer assistance in implementation of change from manual records to computerised records. We have extensive training and experience in packages such as MYOB, Quicken and are familiar with most popular products.
Business Management
We offer financial and operational business management advice in all fields which are normally covered by accountant as well as areas outside the normal concept of accounting services. Diverse experience enables us to become involved with the intricacies of clients’ business’. Some of the areas are outlined below:
- Budgeting for profits and Return on Investment. Use of analysis tools to highlight areas of improvement.
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Cash Flow forecasting (including GST) with full financials.
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Analysis of historical data for Key Performance Indicators and projections based on selected scenarios.
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Planning and Budgeting. We assist in the production of detailed growth plans and budgets for businesses which are growing or would like to grow. This includes the production of detailed Business Plans which are fast becoming a requirement of all banks and financial institutions.
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Our services expand into the areas of succession planning for business continuity and security for dependants and beneficiaries of principals in business.
- General liaison with financiers and banking institutions has become more prevalent in today’s business environment. Our relationships with various institutions enable us to provide speedy responses to client enquiries and needs.
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Client Service Relationships are very important areas in the service industry. We provide advise on the need for service and how to keep the customer satisfied.
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Sale of business. Our firm will produce all the necessary paperwork (other than legal paperwork) required when selling a business. This extends to discussing any aspect of the business with any potential purchaser.
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Purchase of business. We will examine all documentation presented to us and, where needed, request additional information for clients to make an informed decision when looking to buy a business.
