As a small business owner, working with an experienced and trustworthy tax agent ensures that all your taxes and documents are in order. A study by Australian Taxation Office (ATO) shows that approximately 96% of small businesses consult with a professional tax practitioner.
The random enquiry program they conducted then showed that while most business owners pay their taxes properly, a small percentage makes mistakes or avoids paying the right taxes. And the latter group actually contributes to most of the small business income tax gap.
This indicates that the majority of small business owners recognise the importance of experienced tax agents and that using their services pays off.
Incorporating the best financial practices in your cash flow planning will improve the finances of your small business. Regularly monitoring and reviewing your cash flow allows you to accurately predict how much money your business will bring in and how much you can spend on growth and investment opportunities.
Rigorously reviewing it also ensures that you don’t overspend and that you stay within your budget. Without proper cash flow management, it’s easy to find yourself guessing how much money you have and end up overspending it. Or worse, spending money that was already allotted for something else.
A Tax Advisor is more than just a tax agent.
Not only will they help support your business by identifying your liabilities, obligations, and entitlements based on tax laws, but they’re proactive, able to help you better predict and anticipate your tax bills in advance.
While many tax agents are reactive and focus on filling out a form to meet the rules set by the ATO. The Tax Advisor looks at your situation and goals and comes up with the most effective and most tax optimised outcome for you and your family group.
Our tax services ensure that you can build your small business and keep it financially secure. We want to help you achieve your business and financial goals so we tailor our services specifically to your needs.
With more than 20 years of experience, our tax specialists have the knowledge and skills to understand the changeable tax laws and help our clients understand how it affects their business and their own tax requirements. We pride ourselves on improving your tax position in the best possible way within the law so that we don’t put you and your business at risk.
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.
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).