Our Services
CFO Projects

 

We specialise in providing services to CFO for resourcing  their special projects. 

 

Whether you  have need us to start your project or just to fill resource gap - we can help.

 

A wide range of  experience project services including financial & management reporting issues, perhaps building financial reporting templates to make it easier to make compliant reporting .  We can help you prepare for a new business acquisition, sale or merger.  We can analyse your business and work to develop a cost reduction program.  

Whatever your project needs are, we can use our experience to help bring the best results to your project.

Company Secretarial

 

We can act as your company secretary or ASIC agent to assist with ASIC complaince matters including the drafting of share issues, resolutions,  notices & meetings of the company, its directors or members.  We can maintain your company’s registers and with approval lodge the statutory documents.

 

Reporting & Templates

 

We can assist you in preparing your annual or monthly financial statements  and regular management reports.  We can even build you a template pack to help make regular compliant reporing for ASX & ASX even easier. 

 

Budgets & KPIs

We can run your annual business  (financial) planning process and help setting KPI's, management targets and expense budgets.  

 

Taxation

 

We specialise in providing a wide range of tax services to our small business clients.  

 

Whether you require simple drafting and lodgement of your business or individual income tax ,  FBT or BAS returns. Simple advice on salary packaging or deductable expenses or advice on establishing new business structures or planning tax outcomes. We can help.

 

For more information on our tax services to both business and individuals please visit the respective web-link.  

Bookkeeping

 

We can tailor a service to meet your needs. 

We can review your xero or MYOB online ledger either monthly or quarterly as required, make any corrections or other postings and then draft your  tax lodgement, BAS or IAS  plus your reporting package  along with any original documents. This file will form the basis for easily supporting any future tax audits or queries.

 

Resident Director

 

We can offer standard services to act as the resident director to your Australian business for compliance with the ASIC. 

 

We can also advise on other options & structures for running a business within Australia

Debtor's Process

 

We can set up a regular weekly , fortnightly or monthly process to reconcile your bank account, allocate cash received,  identify and follow-up outstanding debtors.  We can then report back to you for status, intervention or escalate as you instruct.

Payroll Processing

 

We can run your payroll for you.  

 

You provide us the initial employee details and we will set-up your standard payroll and associated reporting.   Then based upon your updates (such as new hires, terminations or timesheets) and payroll frequency, we will run your regular payroll and distribute all reporing, payslips.

We can even prepare the net EFT payments to staff , & tax due to the ATO or state revenue office,  and the various staff super payment obligations.

Creditor's Process & EFT's

 

We can manage your supplier process, enter invoices, even implement a simple purchase order approval process.  We  then prepare payment proposals based upon standing priorities, approved invoices,  & due dates.  We do all the supplier administration but you retain easy control over approval & release of EFT payments.

EFT Payments

 

We can prepare a cash flow forecast, and combined with your payroll and supplier invoice pprocesses to prepare your EFT payment proposals.   We can send the EFT to you or upload directly into your bank ready for your online approval and easy release of funds.

Human Resources

 

We manage your staff / employee files.   We can provide the permanent record for all your staff as part of our humar resources record management.  Put simply this means we will keep all the necessary information for your employees including their initial contract, timesheets and leave recoved, pay history & changes, performance reviews and other relevent docuements as requested or required.