Accountant Hills District

How we work with you: We see how we work with you as a journey, not a destination. To help you create a business that provides you with freedom, there are seven stages.

1. Listen – What do you hope to achieve with your business? What sort of lifestyle do you envision?
2. Diagnosis – What are the strengths and weaknesses of your business?
3. Momentum – Develop some ‘quick wins’ to gain momentum while the long term strategy is playing out
4. Plan – A step-by-step action plan for how your short term and long term plans will be achieved
5. Focus – Our guidance helps you focus on your goals and implement solutions
6. Success – We’re with you every step of your business journey, from planning to achieving success
7. Freedom – We’ll take you full circle to realising your business and personal dreams – you’ll have a successful business that works without you.

Before we start working with you, we need to know more about you and your business. This helps us determine if we are the right accountant and business advisor for you and your business.

We’ll ask you to share why your business exists, what your goals are, and what you need our help with.

Help us learn a bit about you and your business.

This will help us determine which services or packages will be best suited to you.

• Are you starting a business, or do you already have a business?
• If you have a business, how long has it been running?
• What size is your business?
• What is your business structure?
• Are you using an accounting system? If yes, which one?
• What kinds of services are you interested in? Eg. Accounting, bookkeeping, business advisory, payroll
• How many employees do you have?
• Who does your day-to-day bookkeeping?
• Who does your annual business taxes?

After we get some information on you and your business, we’ll send you a proposal and schedule a meeting.

Our preferred industries include importers, wholesale, professional and medical services, research and development, manufacturing and export.

Definitely! We can help you make your dream business a reality. Our start-up services include the following:

• New business setup and structural implementation for sole traders, companies, partnerships and trusts
• Funding options
• Business plan formulation – incorporating short and long-term growth strategies
• Accounting ledger setup and training
• Tax registration and optimisation
• Strategic advice on business development
• Application of technology to create efficiencies from day one
• Recruitment advice so that the right people are in the right positions
• Ensuring you have the tools you need to scale
• Helping you maintain a healthy cash flow
• Introducing sales and marketing strategies that help you grow

Starting a business is an exciting time, but it’s important to set your business up correctly from the beginning to save you time and effort later. Here is a more detailed list of further requirements:

• Professional advice on starting a business including the business structure, accounting and other systems
• A clear understanding of why you want to go into business and what you hope to achieve
• Able to answer these questions: How will you fund your start-up? How much profit do you need to make? How much cash do you need to cover your living expenses? How long will you run the business?
• Besides an ABN, you will also need to establish your business structure, register a business name, register for income tax and GST,
• Register for any required licenses or permits
• Register a website domain name
• Understand your taxation and compliance obligations
• Get the appropriate insurance
• Organise business funding
• Get legal advice

While our key services are aimed at supporting businesses, we recognise that behind every business there is an individual or family who needs the same professionalism and experience for their accounting needs, and so we offer a complete accounting service for our clients.

We can work with your current software. Part of our client onboarding process is to review your accounting processes and look for improvements which we will recommend.

Xero is our preferred accounting software for small business. However if your business has particular needs or has grown beyond Xero, we work with alternative solutions.

We’ll help you determine what capital and funding your start-up requires. There are many funding and grant options that may be available for your start-up and we can identify the right source of funding for your circumstances.

Starting a business is an exciting time, but it’s important to set your business up correctly from the beginning to save you time and effort later. Here is a more detailed list of further requirements:

• Professional advice on starting a business including the business structure, accounting and other systems
• A clear understanding of why you want to go into business and what you hope to achieve
• Able to answer these questions: How will you fund your start-up? How much profit do you need to make? How much cash do you need to cover your living expenses? How long will you run the business?
• Besides an ABN, you will also need to establish your business structure, register a business name, register for income tax and GST,
• Register for any required licenses or permits
• Register a website domain name
• Understand your taxation and compliance obligations
• Get the appropriate insurance
• Organise business funding
• Get legal advice