Accounting & Tax
Financial statements and tax returns done properly and on time.
Preparation of company, trust and partnership financial statements and tax returns. Prepared and reviewed by experienced people, presented to you in simple English and lodged without drama.
What you get
Clarity of information, a clear understanding of your financial statements, on-time lodgement and no chasing.
Experienced review every time.
Every financial statement and tax return is reviewed by people with decades of experience before it is presented to you.
On time, every time.
A simple discussion and sign off with you, then make sure we meet our commitments. Late lodgement can mean interest and penalties and is one of the top three reasons owners leave their previous firm. Not here.
The Way We Work.
We scope and price everything we do for you up front, provide a clear list of what we need and when, then we do the rest.
Business and personal together.
Owner and director returns are prepared alongside the business, so both sides are planned as one.
What we do
Everything your business has to lodge.
Company, trust and partnership returns.
Annual financial statements.
Owner and director personal returns.
BAS, WorkCover, payroll tax and super obligations managed.
ATO correspondence and lodgement program management.
Xero and MYOB: we work in your file, not around it.
Fixing what we inherit
Most new files arrive with errors. We find them.
When a business joins us, we routinely find balance sheet errors, unexplained director loans, Division 7A problems and FBT exposure nobody ever explained. Left alone, these turn into real tax cost.
Finding and fixing them is part of taking you on, and it is often the moment owners realise what proactive actually feels like. From there the relationship changes. One client put it best: it goes from compliance to reliance.
Our process
Three steps. Consistency, Clarity and Simple Communication.
Compliance works best when it is predictable. Here is how we run yours.
Plan
We work with you to prepare and lodge your financial statements and tax returns when you want them. We provide a clear checklist of what we need, which allows us to scope and price your returns up front so there are no surprises.
Prepare and review
Financial statements and tax returns are prepared with a full understanding of your circumstances, then reviewed by experienced people before anything is presented to you.
Lodge and look forward
We meet with you to present the final financial statements and tax returns before lodging them on time. We look ahead, clarify the next year's timelines and tax calendar, and book the next planning conversation before we leave.
Think it's hard to move accountants? It isn't. With your authority we collect prior-year files and deal with the ATO. The switch is our admin, not yours.
Common questions
Questions we get asked.
A checklist, upfront: software access (Xero or MYOB), bank and loan statements, payroll records and last year's return. We send the list, you tick it off, we do the rest.
It depends on your lodgement history and whether you use a tax agent. Most agent-lodged returns fall due between February and May. On our lodgement program, deadlines are tracked for you. (General information only.)
Yes. With your authority we collect prior-year workpapers and ATO records directly, so you do not have to have the awkward conversation.
For business owners and their families, yes, prepared alongside the business so both sides are planned together. We are not a walk-in personal returns shop.
Often, yes. Balance sheet errors, director loan issues and unexplained FBT exposure are the common ones. We would rather find them now than have the ATO find them later.
ALSO FOR YOU
Financial Advice for Business Owners: Your personal return, planned with the business, not after it.
Like a quick chat to see if we can help?
20 minutes. No obligation. No product pitch, just an honest conversation.
Or call (03) 9574 8300
