Life can change in an instant (we know this all too well when our beloved founder and father Harry Youssef passed). One day, everything is going according to plan, and the next your world has been turned upside down. While we can’t control everything, we can control not only the way we build our assets, but the way we protect them as well.
While we can’t control everything, we can control not only the way we build our assets, but the way we protect them as well.
Insurance is a perfect example of protection. Wouldn’t you feel better knowing that you’re protected? Imagine your family being left to pick up the bill when you’re no longer here? Imagine what impact it would have on them?
For many Australians, we work hard to build our wealth, but we don’t spend as much time thinking about how we’re going to protect the wealth we’re working hard to build.
At HY Accounting, our Asset Protection Strategies form part of our overall Wealth Protection Planning that we do with our clients. Making sure your assets and overall wealth are protected now and in the future.
We’ll manage the process and work directly with Financial Planners, Mortgage Brokers, Investment Property Consultants, and Investment Advisers to make sure that your assets are protected in the most optimal and tax effective way.
Protect your business. Protect your wealth. Protect your family.
Choosing the right accountant can have a life-changing impact on your wealth and assets. How you’re structured can significantly impact your tax affairs and can leave a lasting impact on your family.
Which is why you want to partner with an accountant who understands the complexity of the proper structure when protecting your assets.
Working in combination with your professional team, your accountant will make sure that your assets are protected in the most tax effective way and allow for an easy transfer of wealth from one generation to the next.
Life is unpredictable, and business even more so. Protecting your business and assets against unforeseen events keeps you shielded from economic downturns and legal disputes.
The decisions we make today leave an impact on our family. We work hard in our businesses to build something that will one day make an impact on the family we leave behind. Protection ensures that your hard-earned legacy is passed on intact to future generations.
Confidence comes from knowing that you’ve got the basics covered. A secure foundation cultivates trust, which showcases your commitment to longevity, which can ultimately lead to better opportunities.
We live in a world filled with risk. A proactive business and asset protection plan removes risk. Insulate yourself, your business and your assets from undue financial vulnerability.
With your assets and business protected, you’re free to explore innovative strategies to grow your war chest and seize growth opportunities.
The journey to work with us starts by reaching out.
Whether you email, call, send us a message, somebody in our team will get back to you promptly. The best part is, all of our conversations are FREE unless we advise you otherwise.
This short and sharp conversation is for us to get to know you more. We’ll ask some questions and give you some initial feedback based on your responses.
From there, we’ll determine whether you’re a good fit.
I love homework (said nobody ever).
Don’t worry, our homework is simple. We may give you more questions to answer to help us better understand your goals, but the main form of homework is just giving us access to your software, so we can take a look.
After we’ve reviewed your numbers and data, our next step is to provide you with our feedback and give you immediate strategies on what could be improved.
This is also the opportunity for you to see the quality of your existing accounting. 9 times out of 10 people are shocked with the story their numbers are telling them because they haven’t had proper accounting completed.
No client is the same, and each solution is tailored to your business and needs.
Once your proposal is accepted (all electronic), we’ll start the onboarding process. You don’t have to notify your existing accountant if you don’t want to. We’ll take care of the process for you, making it easy!
We’ll invite you to attend our onboarding meeting, where you’ll get an opportunity to meet with the main people who’ll be supporting you.
We’re never far away. We’re always available to have a chat with, and we do our best to acknowledge you within 48 hours. Because you no longer have to stress about your accounting, you can focus on more important things.
To get started, it’s as easy as saying hey!
We’ll get in touch and ask you a few questions to better understand you, and to see whether we’re a good fit. We’re interested in working with those who want to build a long term partnership and not just a tax outcome.
From there, we’ll need access to some data or reports for us to put together our proposal.
Our Proposal meeting is more than ‘here it is, have a think about it and get back to us’. We provide you with a review of the story in your numbers, highlighting anything that needs to be addressed, so whether you work with us or not, you know the true story that your business is telling you.
Our Proposals are all sent for electronic signature, and once accepted you move to our onboarding meeting, where you get to meet the key players in the team who are there to support you.
Once that is done, we get stuck into the work. Operating behind the scenes, but only ever a phone, SMS, Facebook / WhatsApp / Instagram, or email away.
The best part is, depending on how ready you are, we can usually do this process within 2 weeks.
Permission to be blunt — how frequently you hear from us is dictated by how much you’re willing to pay. We’re not trying to be rude about it, but it’s plain and simple. We value our time and our knowledge, and if you want smart advice, you’ve got to have skin in the game.
But, we’re always available via phone, SMS, Facebook / WhatsApp / Instagram, or email, and we’re regularly sending out communications and invitations to events.
We’re certain we are, otherwise why would you be on our page reading this right now?
In truth, you don’t until you give us a go. Every new beginning starts with a single step.
But if you need more convincing, we can send you through testimonials and client references.
A few things, really:
We’ve got packages from $200/month through to $2000+/month.
It’s hard to say until we start looking into your business, but what we can say is this:
Of course! Let us know, and we’ll give you a couple clients to speak with.
We’ve worked across multiple industries, and in reality, a business sells time or ‘stuff’ (products).
We understand the differences in both business models because we’ve worked across both business models.
In fact, we’re regularly cross implementing advice, meaning we implement product methodology into service businesses and vice versa, because sometimes the answers require you to think laterally.
We’re a tech-driven firm. Majority of your interaction with us will be via phone, email, zoom/MS Teams.
We’re a Xero Partner, and work predominantly in Xero, but have experience working across Quickbooks and MYOB.
All our lodgements are sent electronically for you to sign, and all the programs we use to run our business are cloud-based, meaning the team can work remotely across the globe (which they do).
For us, work is where the Wi-Fi is.
We work with clients across the country, and when we can, we try to get out there to our clients in different states. But if you’re in Sydney, there’s a good chance we’ll get to catch up for a coffee (or beer).
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