for a business that wants “extra bits” and the need
to “drop in” regularly to discuss basic tax and financial
planning, employment and business issues
A Fixed Fee of
| |
nett |
with gst |
for a company trust or partnership |
$6,600 |
$7,260.00 |
Accounting Reports
annual accounts for your company or business entity (statutory
financial reports format) cash flow and profit and loss forecasts
and accounts (in any format your bank manager wants)
no audit of your financial records will be conducted and all financial
accounts will be prepared with our standard disclaimer
all documents prepared will be forwarded to you for approval before
they are lodged & we will give you as many copies as you need
Business Health Checks
management meetings to review your accounting records to help you
improve your systems and highlight areas that are performing well,
areas that require attention, assessment of risk in others
Debt: Leases, bank loans and overdrafts
all the help you need to identify and apply for the most appropriate
leases, loans and overdrafts for your needs including a planning
exercise each time you consider buying a new vehicle to ensure you
are aware of the most appropriate method of finance and the tax
liabilities
FBT return for Companies
advice on your substantiation requirements and the declarations
required for FBT purposes and your record keeping requirements (and
preparation of your FBT return from a questionnaire sent to you
each year if you have added the FBT module)
Payroll for Companies
lodging the IAS returns and your workers compensation renewals
from your payroll records (and preparation of your PAYG certificates
and Annual PAYG returns if you have added the PAYG module)
Personal tax planning
review of your personal financial circumstances to provide you
with taxation planning advice and personal wealth creation strategies
Taxation returns
all tax matters including preparing and lodging all tax returns,
dealing with all correspondence from the ATO and advice on your
substantiation requirements and the declarations required for income
tax purposes
Visits, cups of coffee and smiles,
unlimited access to our team for advice on ad-hoc matters
this means that you can call on us at any time knowing that you
will not be charged for the time
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