Accounting and Advisory for Small Business
Financial statements you can read, a clear view of cashflow, and advice on how your business is set up.
Who it is for
Owners of small and medium businesses who want year-end accounts, a handle on cashflow, or a second opinion on whether their business structure still fits.
What is included
- Year-end financial statements
- Profit and loss reports, balance sheets and financial reporting
- End-of-month and end-of-financial-year procedures
- Cashflow review and simple forecasting
- Advice on business structure, such as operating as a sole trader or through a company
- Tax planning conversations before year end, not after
- Reports from your accounting software explained in plain English
How it works
- 1
Message us
Tell us about your business and what you want to understand better: profit, cashflow, structure or year-end.
- 2
We review your numbers
We look at your accounts and records, then talk you through what they show and what could change.
- 3
You get a clear plan
We agree the next steps with you and keep your accounts and reporting on track through the year.
What to bring
Bring what you have. We will tell you if anything else is needed.
- Last year's financial statements and tax return
- Current accounting file or profit and loss report
- Details of your business structure (sole trader, company or trust)
- A list of loans, assets and major purchases
- The questions you would like answered about your business
Please do not send your tax file number or documents through this website. We tell you how to share them safely once we start.
Frequently asked questions
What are financial statements used for?
They show your profit and your financial position. They are commonly used for tax, for lenders and for understanding how the business is really going.
Can you advise on my business structure?
We can talk through the general points of different structures. Because the right choice depends on your circumstances, we will tell you if you also need legal advice.
Do I need my bookkeeping up to date first?
Good records make accounting faster and cheaper, but they are not a barrier. Tell us where you are at and we will say what to fix first.
How often will we talk?
That is up to you. Some owners want a yearly review, others prefer regular check-ins. We agree it when we speak.
Ready to get started?
Call us or book a free 30-minute consultation. Or leave your details and we will call you back.
Also see: Tax returns and compliance · Bookkeeping and BAS · Payroll and superannuation · Contact