We offer preparation and lodgement of the following business financial reports and tax returns:
- Sole Traders
- Trading & Investment Trusts
- Family Trusts
- Monthly, Quarterly & Annual Business Activity Statements and Instalment Activity Statements.
We also service additional business services including Tax Saving Strategies, Budgeting & Cashflow Forecasts and Business Goals & Action Plans.
Please download our Business Checklist to assist you with the information we will require.
Once you’re ready to go, please either email the information to Melissa or call our receptionist to arrange a meeting with Melissa.
Once your affairs have been completed, we will email you a PDF copy of your reports for signature, and a Management Letter with your detailed financial trading results and analysis.
Business Performance discussion
Once you’ve reviewed the Management Letter, we invite you to make an appointment for a Business Performance discussion in our office with Melissa.
This is your and our opportunity to go through the trading analysis for the business and identify and plan for any areas of potential growth, future opportunities or concerns.
Being in business can be a bit of a lonely road sometimes, so the purpose of this meeting is for you to bounce ideas and get some objective feedback.
Plus we love to see you!
Business Performance discussion – Teleconference option
If you’re interstate, or the other side of the River, or just plain too busy to come into the office, we can offer you a similar Session via telephone. Instead of booking an appointment in office, please advise our receptionist that you require a teleconference option.