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Who do we serve?

• Small to medium sized businesses

• Sole traders

• Medical professionals and associated Practices

 

Common frustrations expressed by clients?

• Not enough time to complete the paperwork

• Getting the BAS lodged on time

• Getting the paperwork or file to the accountant in time

• Not understanding the reports: Profit & Loss, Balance Sheet

• What is the superannuation clearing house?

• Accountant isn’t checking the file when lodging the BAS

• I think I am paying too much GST

• How do I know if I can afford to buy new assets to run my business

• I am paying my accountant too much.

 

How do we help to overcome those frustrations?

• I will sit down and explain the reports and the financial situation of the business

• Perform an audit of the accounting software used to make sure the correct GST codes are set up

• Take the stress out of getting the BAS lodged on time by completing this task via BAS Agent Portal

• Provide information on the superannuation clearing house and set up to meet ATO’s requirements

• Create and update budgets, cash flow analysis, forecasts

• Face to face or remotely

• No need to employ an extra staff member when we can come in when required to complete the tasks

• Reduce accountants fees as we are less expensive and ensure our work is as accurate as possible

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