Taxation Services
- Lodgment of annual company taxation return
- Lodgment of all directors tax returns
- Discount tax return for staff members
- ASIC lodgment
- Manage Tax debt with ATO
- Liaise with ATO on taxation issues
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- Tax planning strategies in June where appropriate
- Explanation of tax return lodgment strategies and compliance
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Strategic Profit Improvement Services
1) Business Health Check
- Interview directors / managers on current company performance
- Review current financial relevant accounting information
- Define key performance indicators
- Suggested Improvement areas
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- Outline future strategies if requested
- Propose, implement and review strategic improvements
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2) Implement initial strategies and appropriate Reporting
- Define improvement areas
- Set financial targets around these areas
- Split the business into relevant profit Centers
- Sales analysis by product, area & customer
- Monthly board meeting with directors explaining above
- What if Analysis on target areas
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- Tracking sales against forecast
- Pricing Structure Analysis
- Gross Margin Analysis
- Cash flow Report
- Company incentive programs
- Staff incentive programs
- Managers and staff feedback
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3) Quarterly and annual reporting Review
- Quarterly board meeting with directors explaining above
- Prepare and Issue company performance results
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- Tracking sales against forecast
- Balance Sheet
- Cash flow Report
- Ongoing Forecast v Actual Results
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Accounting Services if Required
1) Bookkeeping
- Complete Bookkeeping services from data entry of invoices to processing BAS returns recorded to appropriate centre
- Reconciliation of bank accounts, debtors creditors and inventory if required
- Production of profit and loss and balance sheet reports
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- Annual GST reconciliation and payroll reconciliation
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2) GST
- Allocation of monthly GST & BAS recordings
- Prepare & lodge BAS as required
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- Reconcile GST accounts on a quarterly basis
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3) Payroll/Staffing
- Reconcile PAYG withholding monthly
- Prepare & lodge annual PAYG withholding slips
- Reconcile & pay superannuation
- Commission Incentives
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- Generate payroll as required
- Track & calculate sick leave, annual leave, long service leave and other entitlements that may be appropriate
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A Final Word
There is a lot to digest here for both parties.
- I would suggest a free no obligation face to face meeting
- If we connect this will be a great success
- If your thinking you need this you more than likely do, so here is your chance
- This will improve your business
- The agreement can be terminated by either party with 30 days notice
- I not just a boring Beancounter, I’m a fun guy so you will enjoy having me around
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- I have references
- I love life and helping others
- Northern Beaches based
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