Chief Financial Officer [CFO]

Def. CFO: Chief Financial Officer, primarily responsible for managing the financial risks of the corporation. Also responsible for financial planning and record-keeping, as well as financial reporting to higher management.

We are able to perform interim and part-time CFO roles for companies in need of our experience and knowledge, but without the expense of a full time CFO. Our CFO services are designed to support smaller entities that require access to an experienced finance professional on an ad-hoc basis. Flexible and tailored arrangements allow for as much or as little financial assistance as required.

 Tax Compliance

We do tax returns. With the constantly changing tax laws, we are committed to maintaining your tax affairs and ensuring you achieve the minimum tax cost available to your particular circumstances.

Michael and his team remove the stress of dealing with Australian Taxation Office investigations, reviews and negotiations. We are also able assist with State Revenue Office matters.

We prepare statutory accounts too. We ensure all your financial reports provide clean, clear and concise information within the framework of the latest accounting standards. More importantly, we take the time to actually explain how to read your financial reports and how to use them.

 Bookkeeping

One of the biggest frustrations with running a business is having to deal with all the processing of invoices, receipts, statements and so on. A bookkeeper can help you by giving you the time to focus on your business.

We work closely with your bookkeeper or one of our highly experienced bookkeepers can do the work for you. Our bookkeepers are available to work at your business premises if desired.

 Tax Planning

Beyond simply preparing tax forms, we work with you in planning throughout the year.

We regularly advise you and your business so your investments perform with maximum tax efficiency.

We work closely with our clients so that tax effective structures are in place before investments are made.

 Budgeting

We have extensive experience preparing budgets and financial forecasts to assist you make sound business decisions.

Our financial modelling allows you to determine the impact of numerous factors on the outcome of your investment proposal.

We help to focus our clients' attention on the real drivers of their investments.

 Systems & Technology

We are proficient in applying the latest information technology.

We support all the leading small business management software packages for your business.

We understand the importance of your information systems working for you and that technology alone can complicate otherwise simple systems and procedures.

 Self Managed Superannuation Funds [SMSF]

Trustees, Deeds, Minutes, Accounts, Annual returns, Audits, Member Statements; We have extensive experience assisting Self Managed Super Funds meeting their compliance requirements.

Talk to us to better understand your options with Self Managed Super Funds and take control of your retirement.

 Personal Financial Advice

We understand that your personal finances are integrally linked to your business finances. We view the two holistically and offer advice on both fronts.

We offer general retirement planning and estate planning advice that is ancillary to your small business activities but that will ultimately leave you in a stronger financial position.

 Company Secretarial

Every company, from small proprietary to listed public companies are required to comply with legislation including the Corporations Act (2001).

We can assisst company directors, secretaries and other officers to meet their obligations to ensure not just compliance but the smooth running of a company.

 Small Business Consulting

Michael is able to help your business grow, assessing business problems and offering tailored solutions. Our expert advice is available on debtor management, improviong cashflow, internal controls, risk management, financing decisions, inventory strategy and pricing.

We work with you to really understand your business from the inside out and are motivated to see you succeed. Our management reports answer the questions you should be asking and provide insight into how your business is currently running and not just how it has performed in the past.

We are available to perform due diligence on your business investment opportunities.

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