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Through our unique True Position accounting methodology, we help you implement the right financial processes to gain absolute clarity over your numbers so that you can:
We combine years of expertise with common-sense, achievable advice and a suite of integrated services to help your business succeed.
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True Position accounting
We help take the guesswork out of business planning by identifying the True Position of your finances and how to improve them.
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CFO services
We make the advantages of a dedicated CFO available to all businesses – small and large.
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Tax advisory & compliance
We assist business owners and individuals to manage and optimise their tax affairs, and remove much of the stress in the process.
Other services include:
- Family group wealth and taxation compliance
- Specialist taxation advice
- Business restructuring
- Property investment advice
- Business valuations and sale advisory
Our services in detail...
True Position Accounting
Do you know what your True Position really is?
Do you have clarity on your financial commitments?
Do you know if your equity is improving month-to-month?
Do you really know what you owe and when it is payable?
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Understand your True Position
Regular financial statements
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Improve your True Position
Regular management reporting
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Future-proof your True Position
Regular forecasting
We offer three levels of True Position accounting
| True Position Basic | True Position Boost | True Position CFO | |
|---|---|---|---|
| Income Tax, GST, FBT, SMSF, State Taxes Compliance | |||
| Documentation and ASIC Compliance | |||
| Regular Momentum Meetings | |||
| Regular Financial Statements | |||
| Strategic Reporting Board Pack | |||
| Regular Cash Flow | |||
| Tax Optimisation & Planning | |||
| Business & Personal Equity Optimisation | |||
| Premium Reporting - contact us |
What level is right for your business?
It all starts with a conversation.
Please call us today on 1300 189 433.
CFO services
In combination with our True Position accounting system, we can provide regular financial statements, management reporting, and strategic planning.
Our unique CFO Advisory Services are a hybrid of a CFO and Finance Director. You get full commitment from our team without the commitment of employing a full-time executive.
We offer all sizes of firms a package of systematised reporting, so you can better understand your True Position, and use it to grow your business.
Already have a tax accountant? No problems, our team is willing to work with your internal staff and existing accountants to tailor a service suited to your needs and growth aspirations.
How will a virtual CFO improve your business?
It all starts with a conversation.
Please call us today on 1300 189 433.
Tax advisory & compliance
Through our 5-step tax advisory process, we ensure you pay the lowest amount of tax legally possible:
Simple, solid, up to date tax compliance to legally pay the least tax possible, plan for any liability ahead of the time, and minimise any interest charges
Stellar tax planning so your structure allows for efficient tax outcomes. We keep abreast of all tax law changes, so your structures are optimised to benefit you.
Proactive tax advice throughout the year in relation to FBT, GST, income tax and more, because we know that retrospective proactivity doesn’t work!
Capital Gains Tax – aka the ‘Crown Jewels’ of the tax world – is one of the last remaining opportunity for true tax savings and, if applied correctly, can result in significant savings.
Obscure tax advice. By keeping on top of smaller intricate taxes that escape the daily news we ensure you’re not ‘king hit’ by a tax you didn’t see coming.