EXAMPLES OF OUR WORK

Accurate and insightful financial reports
We work with clients on a regular basis to review and assess their business performance. As part of the annual financial reporting process, we analyse revenues, costs and profitability. We also review our clients’ Balance Sheets and recommend strategies to improve their cash flow. .
Commercial business structures
Establishing the right business structure is one of the most important decisions you will make. Our recommended structure considers their commercial objectives, expected income tax position and a balance between simplicity and the administrative requirements of more sophisticated business structures.

Minimise income tax
Our client commenced business two years ago and as a result of their hard work, business savvy and dedication, has developed a thriving and profitable business. They came to see us with the belief they had outgrown their current structure and were paying too much tax. We reviewed their business structure and recommended changes that reduced their on-going tax liabilities and better served their commercial objectives. They invested the tax savings back into the business and continue to grow and prosper.
Improve business performance
Faced with declining revenues and rising costs, our client came to us looking for a business turnaround strategy. Working with the operations manager and business owners, we analysed revenue and cost trends and identified a number of areas where costs could be reduced and cash flow improved. These measures stabalised their business and provided them with the basis for ongoing growth and profitability.

Protect your wealth
Having accumulated a significant amount of wealth, our client wished to review their estate planning and investment structures. They expressed a desire to simplify their affairs and ensure they had a plan to successfully transfer their wealth. We worked with their lawyer to develop a smart estate plan that protected their assets and transferred them in accordance with their wishes.

Create a business succession plan
Having developed a very successful business, our client came to us to develop a succession plan. Having identified a suitable successor, they asked us to determine an appropriate price for which the business could be progressively sold and a plan to enable ownership to be transferred. The first phase of the succession plan was successfully executed and our client is comfortable in the knowledge that their business will continue to be managed by a motivated and valuable member of the management team.