Discover how why our unique 5 step process is important and how it can help you and your business succeed.

BLOG: Our Unique 5 Step Process for Business Owners

Step

What You Get

Why is it important?

Protect


  • Asset Protection Analysis
  • Business Structure Advice
  • Estate Planning Review

  • Protect your family’s hard earned assets
  • Get your structure right from the beginning
  • Ensures your estate goes to the right people

Fixed Price Accounting


  • Accounting fees paid monthly
  • Xero Online Accounting Software
  • Regular proactive advice
  • Tax Returns & Financial Statements
  • Business Activity Statements (BAS)
  • Tax Planning Review (April/May)

  • Easier cash flow management
  • Incredibly easy to use, unlimited users
  • Take any necessary action sooner, not later
  • Peace of mind your Tax Return is correct
  • BAS prepared and lodged by professionals
  • Properly plan to legally reduce your tax

Wealthplan


  • Wealth “Lifestyle” Plan
  • Debt Reduction Strategies
  • Insurance Update
  • Superannuation Review
  • Managed Funds & Shares advice
  • SMSF Strategies

  • Peace of mind you’ll retire comfortably
  • Pay off your loans faster
  • Protect your family’s lifestyle
  • Ensure your super is invested for growth
  • Professional advice to make right decisions
  • Take control of your super

Growth


  • Virtual CFO
  • Cash Flow Projection & Profit Plan
  • Business Performance Health Check
  • One-Page Strategic Plan
  • Growth Strategies
  • Customer Advisory Board

  • Takes yours business to the next level
  • Gives you a target for actual results
  • Highlights actions to improve your profits
  • Powerful, simple business strategy summary
  • Different ways to grow your business
  • Dramatically improves customer service

Succession


  • Business Succession Plan
  • Business Valuation Report
  • Sale Information Memorandum

  • Plan for the successful sale of your business
  • Discover what your business is really worth
  • Makes it easier to sell your business