Running an established business

Your business is trading well. Now the job is keeping compliance tight, knowing your numbers during the year and making sure you pay the right amount of tax and no more.

Is this you?

• BAS, payroll and year end take more of your time than they should
• You only see your profit once a year, when it is too late to change it
• Your tax bill is often a surprise
• Your bookkeeping is behind, or done in a rush before each deadline
• You are not sure your structure still suits the business

How we help

• Tax and compliance done properly. Annual returns for companies, trusts, partnerships, self-managed super funds and individuals, plus BAS, FBT and payroll tax. Every return we lodge is reviewed so it is ready to stand up to ATO scrutiny.
• Bookkeeping support. From catch-up work to regular bookkeeping, so your records are current and your figures are available in real time on the cloud.
• Numbers during the year. Monthly or quarterly reports that show profit, cash and tax while there is still time to act.
• Tax planning before 30 June. An estimate of your tax, the actions available to you, and a plan to have the cash ready when the tax is due.
• ATO debt and cash flow. A realistic plan to deal with tax debt before it becomes a bigger problem.
• A structure check. Whether your current structure still fits your profit, your family and the changes coming in 2027.

Common questions

Can you take over from my current accountant?

Yes. Collecting information from your former accountant and setting up your files is our cost, not yours. We also notify the ATO and ASIC of the change.

How often should I see my numbers?

At least quarterly. Quarterly figures let you act on profit, cash flow and tax before the year ends, rather than finding out afterwards.

I have a debt with the ATO. Can you help?

Yes. The ATO now takes a firmer approach to unpaid tax, so the earlier you act the more options you have. We help you work out what is affordable and deal with the ATO for you.

What will it cost?

Your first consultation is free and without obligation. After that, we agree the scope of work and the fee with you before we start.

Related reading

• If my business is making a profit, where is the cash?
• ATO debt? The ATO’s days as a friendly informal lender are over
• Payday Super is coming: what employers need to do now
• Xero errors can be costly – how to avoid them

See how your business is really tracking

Book your free initial consultation in South Perth, in Albany or by video.

Book an appointment · South Perth (08) 6436 0900 · Albany (08) 9842 2511