Are you ready to scale?
Congratulations on getting to this critical milestone in your business. As the business grows, it is hard to manage everything. This is where you need structure and a pain-free accounting process in place. We understand, as we are scaling as a business too! Our small business strategy session is specifically designed to help you have the right accounting process in place to plan for the growth of your business. Let’s go through where you are now, where you want to go, and build a plan (together) to get you there.
TAX MINIMISATION PLAN
Do you feel like you are paying too much in tax? Let’s go through your financials to see how we can improve your tax situation. You don’t want to be donating extra money to the Government. You’ll need this money to scale your business.
Are you in the right business structure and are you being paid from your business, tax effectively? As your business grows, the initial structure may no longer be adequate. To enable your business to scale faster, it is fundamental that you are in the right business structure.
Let’s do a full review of your tax situation. We will then answer any questions you may have and provide recommendations that you could implement straight away.
FINANCIAL HEALTH
Are you struggling to understand the overall financial health of the business? Do you owe the Australian Taxation Office and other suppliers’ money and are not sure how to proactively manage it?
Do you need more staff so you can scale but don’t know if your business can afford it? Or perhaps you would like to take cash out of the business but aren’t sure of the consequences?
This can be stressful, but with the right plan and guidance, it doesn’t need to be. Let’s do a review of the current financial reports and we will provide you with key action items to manage your growth process.
NO MORE SURPRISES!
Your current accountant may have told you that you made X amount of profit and now you owe X amount in tax. The conversation usually happens many months after the year end, but you have no idea where the cash from all this profit went. Sound familiar?
Let’s go through a proven system that not only ensures you set your taxes aside regularly, but it will also enable you to take profits from your business on a consistent basis.
No more surprises, and complete financial foresight of your business. That’s what we call proactive accounting!
Sounds like a better night’s sleep too!
IT’S TIME TO BE PROACTIVE WITH YOUR ACCOUNTING!
Our small business review strategy session includes:
- Up to 2 hours consultation with a business expert, where we:
- Review your tax situation and provide recommendations
- Review business structure options
- Discuss financial scoreboards so you always know the financial health of the business
- Q&A – ask us anything about accounting and business financials
- 30 minutes pre-work review on:
- Business financial health check
- Your accounting software/systems and provide recommendations on automating tasks saving you hours of paperwork and inefficiencies
A tax-deductible investment of only $775 +GST
Just a few of our happy clients…
John provides us with a very bespoke professional service tailored to our individual business requirements. We have always found John to be aware of our business accounting needs and is reliable, prompt, knowledgeable in providing a broad range of business support.
We would have no hesitation in recommending his service to others.
Simon and Donna Thomas
Momentum Insurance Brokers
John has been an absolute delight to work with. He is proactive, knowledgeable and an excellent communicator. Prior to working with John, my accounts were a complete mess. Upon seeing my accounts, John didn’t hesitate, he went above and beyond to assist me to sort through the numbers until it started to make sense. I just wish I had met John sooner. I would strongly recommend FINNESS ADVISORY to any business looking to take control of their finances.
Pete Walmsley
The Space Station (Australia) Pty Ltd
We were drawn to John because of his passion for us to succeed and to scale as a business and to educate us more about our finances along the way. We have only been with John for a few weeks, but we have learned more about our business and our finances in those few weeks than we have in the last few years that we have been in business. John has already exceeded our expectations. He is very proactive in his approach as well as being down to earth and friendly.
Louise & Andy
Perway Construction Services Pty Ltd
I have worked with John for many years now and he has been a huge help to me. John’s communication is outstanding and I find him both extremely proactive and also receptive to issues I have had. I truly appreciate how hard John has worked for me, helping me manage complex accounting issues I have found myself in. He is very personable and knowledgeable – being able to always explain things to me in layman’s terms. Highly recommend John’s services.
Matt Brooks
Property Investor
