Choosing the right accountant is crucial for the success and growth of your business. 

Whether you’re a small business owner or an individual, your accountant should be more than just a number-cruncher—they should be a strategic partner, helping you navigate complex financial challenges and seize growth opportunities. 

If your business is not receiving the level of service or value for money it deserves, it might be time to reconsider your options.

Reason 1: You’re Not Receiving the Service You Deserve

As your business grows, so do your needs. Many businesses outgrow their original accountancy firm, finding that their evolving needs require more specialised and tailored services.

• Does your current firm provide a level of service that matches the size and complexity of your business?
• Are they experts in the sectors you operate in or plan to expand into?
• Do they offer customised solutions that fit your specific needs?

If the answer to these questions is “No,” it might be time to seek an accountant who can genuinely support your growth.

Reason 2: You’re Not Getting Value for Money

At our firm, we believe that simply keeping you compliant with the law isn’t enough. Your accountant should also be actively working to add value to your business.

• Is your current firm doing everything possible to minimize your tax liabilities?
• Are they providing advice that boosts your profitability?
• Do they take a proactive approach in helping you develop strategies for future growth?

If these critical areas are being overlooked, we can help.

We specialise in supporting businesses and individuals, offering flexible services designed to add value to your bottom line. 

If you choose to engage with us, we’ll ensure a smooth transition of your accounts with minimal disruption to your operations.

Ready for a change? Let’s talk about how we can better support your needs.

Our relationships with clients have strengthened over time as we’ve worked together to overcome various challenges. 

Through continuous learning and adapting to change, we’ve evolved to meet your needs better. 

As we move forward, our focus remains on building and delivering value in our partnerships. Here’s how we achieve this:

Show Value

We demonstrate value by providing clear, measurable results from our partnership. For example:

• Five-Year Analysis: When you come to us with a query about future challenges, we don’t just offer advice. We create a financial analysis showing the situation before and after our recommendations, highlighting potential savings over the next five years. This gives you a tangible return on investment and a clear understanding of the long-term benefits of our guidance.
• Annual “Employee” Review: Like an employee performance review, we work with you to set annual goals for our partnership. These could include regular financial check-ins, tax calculation reviews, or technology updates. This ongoing review process keeps everyone aligned and ensures that we’re meeting your evolving needs.

Add Value

We add value by continuously evolving alongside your business. Whether adopting new technologies, creating a knowledge base for your processes, or sharing relevant articles on trending topics, we’re committed to staying ahead of the curve. We also spotlight team members and clients to build stronger, more personal connections.

Bring Value

You’re more than just a transaction to us. Our relationship goes beyond fees and advice—we’re here to support your business wholeheartedly, offering the firm guidance and insights you need to succeed.

We’re dedicated to helping your business thrive by bringing value at every step of our partnership.

Want to find out more about how we could help you? Start a conversation with our team today.

Wondering when to chat with your accountant? The answer is simple: the sooner, the better!

Whether sorting out tax returns, planning for your business’s future, or navigating trusts, we’re your go-to experts for all financial matters.

As one tax year winds down and another begins, there’s no better time to seek our help minimising your tax bill.

Even amidst the hustle and bustle of year-end, we’re here to ease your worries and provide efficient solutions tailored just for you.

Our seasoned team ensures your questions are answered promptly and your finances are handled with expertise to maximise your benefits.

With years of experience under our belt, we excel in tax planning services to optimise your tax position and save you money.

So why wait? Reach out to us today to schedule a consultation, and let’s make this financial year stress-free for you!

The right accountant can help you save time, money, and potentially grow your wealth.

Everyone knows accountants help with tax, but few know the diverse roles accountants perform. 

There are so many ways an accountant can help you sort out your personal finances or help you grow your business.

Working with a practice that is experienced and trustworthy is vital to ensure the security of your finances. An accountant in private practice can help you foremost with compliance work and completing and filing your tax return. They can also help you with:

• Starting A Business: Ask your accountant for suggestions on what form the business could take, business planning and specific tax and legal advice. They could also assist you with business acquisition and financing asset purchases down the line.
• Setting Up A Bookkeeping System For Your Business: They could help you set up a computerised bookkeeping scheme to keep track of sales, debtors, cash, etc. An accountant can also prepare audited accounts and financial statements.
• Financial Planning, Business Advice & Auditing: Accountants can work with you to anticipate growth and change. They can help improve your business through better financial management.
• Commonwealth and State Tax Planning: Your accountant could help you with tax planning and compliance to minimise your tax bill. They will also keep you informed about changes to tax and superannuation legislation.
• Personal Finance: They can guide you on matters of personal wealth. For example, estate planning, advice on wills and inheritance tax.

Choosing an accountant is an important decision that should take time and consideration. Being informed of what you want from an accountant can help determine the right fit for you.

When was the last time you had a good look at the way you run your business?

You may be your own boss, but occasionally, having someone critique your performance is helpful. Your accountant can do a management audit to ensure you maximise your opportunities.

Like a financial audit, a management audit can give you a chance to reflect on your skills and practices. This type of audit aims to detect potential managerial problems and find effective ways of addressing these issues.

You, as a business owner, should create a plan for improving the company and evaluate strengths and weaknesses in a candid and honest manner.

Some difficult questions can come with a management audit. 

Here is a list of what you could expect to hear:

• Are you qualified to manage a small business effectively?
• A manager can learn a lot from listening to others, do you listen well? 
• Do you monitor and adapt to changes in the market that effect your operation?
• Do you belong to a trade association or other business organisation?
• Do you have a written description of your firm’s target market?

Could your business benefit from a management audit? Would you benefit from an outside perspective? Why not chat with one of our business advisors and find out how they can help you with your business?