family & wills lawyers | business advisory & accountants

What we do

Business accounting and taxation

We offer a wide selection of both compliant and effective accounting and business management solutions to assist your business. An appropriate accounting software solution is essential to the financial success of any business. We assist businesses to select the most efficient software system to maximise profitability, simplify BAS statements, tax returns and effectively manage cash flow.

We have partnerships with Xero, MYOB, Spotlight, Benchmarking and Sharesight and continually invest in substantial training to ensure we remain up-to-date with the extensive range of software options available in the market and provide the most current advice to clients. 
 

A detailed audit is undertaken to determine the project scope including a software review, data analysis, training for users and electronic banking advice and support.

 

Xero setup/advisory

Xero set up and conversion requirements vary from business to business. We work with you to ensure successful outcomes for your specific industry and structure. We provide you with expert advice as well as the reassurance of knowing that your transition to Xero will be managed smoothly by one of our Xero Certified Advisers.
 

Xero does not lock businesses into packages and we offer a range of different Xero packages to suit different budgets, ensuring you receive the appropriate level of support for your business.

 

Business advisory and coaching

Cash flow management and a clear path forward are critical to financial success. We are a market leader in providing business advice and have advised many successful businesses.

Our business advice is holistic, customised and practical covering the following elements:

  • cash flow management
  • accounting and book-keeping services
  • financial services
  • measurement and improvement of performance
  • budgeting and forecasting
  • benchmarking
  • preparation of financial statements
  • succession planning
  • retirement preparation
  • business sales advice and preparation
  • corporate structuring

 

Business planning

Every successful business must define a clear purpose, and set goals in line with realising that purpose, whilst establishing policies and procedures that continually lead to the achievement of those goals. Continuous review and analysis of performance drives change.

We ask the right questions and use clear frameworks to guide you through planning processes from business analysis to strategic planning, implementation and review.

Evolution of planning is essential and must be reviewed regularly in order to adapt to changing economic, social and digital conditions.

Business performance improvement

Efficient and effective day-to-day operations have a significant impact on business success, and improving both of these requires an integral understanding of the key success drivers within the business. Only once you understand these drivers can you design the most appropriate procedures to maximise success.

 

We work collaboratively to identify the key drivers that impact the success of your business, and then support you in continuously measuring them against your business targets and benchmarked data ensuring outcomes are actioned. Regular analysis and tracking of these drivers will assist in ensuring the efficient allocation of precious business resources and lead to improved business performance.

Financial/taxation aspects of family law matters

We provide specialised support through the stressful process of divorce. Separation and divorce is a complex process which requires an extensive support network of friends, family and professionals, and trust is a critical component. Our role is to help you manage this challenging time, and to keep control of your finances so that you can get on with life after the settlement.

Understanding the taxation and financial options, outcomes and issues in divorce proceedings are vital for ensuring you apply the most effective approach to suit your circumstances.
 

We will work with you throughout the entire process; ensuring your financial statements are prepared, your finances are effectively managed in the interim, and that you fully understand your options and obligations. We also work collaboratively with your legal team or, if necessary, refer you to industry leaders who can assist.

 

Financial/taxation aspects of wills & Estate Plans (to be written)

Transaction Advisory

We provide tailored advice to suit your specific needs assuring a sustainable competitive advantage and delivering increased returns for your stakeholders through the provision of a range of diverse services to the SME market, including:

  • Mergers and acquisitions
  • Business valuations
  • Vendor finance arrangements (if applicable)
  • Selldowns to employees
  • Provision of information for business sale documents
  • Refinancing
  • Restructuring
  • Review of sale and purchase agreements
  • Liaison with legal advisers and other transaction advisers
  • Bank renegotiations and facilities

 

  1. Identify where is the business now and where the business aims to be.
  2. Develop strategies to achieve the goals.
  3. Provide visual, robust and simple to understand reporting and analysis at monthly or quarterly meetings to ensure accountability and results.

Xero

Accounting software with all the timesaving tools you need to grow your small business.

Xero is used to provide a complete suite of reports from monthly profit and loss and detailed balance sheet breakdowns that compare past years and budgets through to the annual year-end financial statements. These reports are also available for any period from one month or quarter though to 12 months. 
 

The timelines and diversity of reports are tailored for each client depending on individual circumstances and enable real-time detailed analysis of performance versus budget and historic results. Working with real-time data allows for real-time provisions of profit improvement advice and actions implemented to improve performance immediately.

View sample report.

Spotlight

Integrated reporting and forecasting that allows you to create insights to inform better business outcomes. 

Spotlight reports are produced by importing data from Xero or MYOB. This data is displayed in a tabular and graphic format to assist the understanding of performance information results and trends.
 

Spotlight reports are used for all clients on a monthly or quarterly basis to focus on high-level analysis of actual and forecasted results, cash flow and financial position. Using this analysis, you are able to proactively implement strategies to improve performance to achieve or exceed your targets and update your forecasts to estimate the benefit of the improvement actions.

​View sample report.

Benchmarking

The premier benchmarking tool for Australian accountants.

We use Benchmarking reports to compare your business performance to your industry peers. The analysis of this comparison identifies areas where improvement is most easily achievable and provides a list of actions to consider that will improve performance.

 

The analysis also highlights your performance when it exceeds that of your industry peers to provide timely feedback of industry leadership and enhance business value. The analysis provided by the Benchmarking reports enables efficient decision making regarding the best use of time and resources to improve performance.

View sample report.

Sharesight

Simply the best share portfolio tracker for Australian investors.

Sharesight reports maintain historical cost base and transactional information for listed share investments and compares it to current market values. Sharesight reports are used for all clients who maintain large portfolios of listed shares and produce reports of actual capital gains or losses for shares disposed of, unrealised capital gains or losses for shares still held, and performance reports of both income and value growth. 
 

Sharesight reports enable instant calculation of your annual tax position at any time from your share transactions and the ability to provide advice in advance of the tax cost and consequences of any proposed share transaction.

 

View sample report.