Accounting software support

We like to touch base with each of our business clients on a quarterly basis, to review their accounting software (eg MYOB, Reckon, Quickbooks, Xero) and provide extra support on how to use the software.

If it’s your first time using an accounting program, we can train and empower you to take control of your ‘paperwork nightmare’. Alternatively, if you don’t want to be involved in the tidy-up process, we have experienced bookkeepers who can look after it for you.

Quarterly meetings and BAS returns melbourne-accountants-004

At our quarterly meetings, we prepare your business activity statement (BAS) and review the profit performance of your business. We make recommendations for improvements and highlight any areas that need your attention.

We don’t want you getting any nasty tax surprises at the end of the year so we use the profit figures to plan ahead. We also anticipate and try to reduce tax bills, through active interaction and tax planning strategies.

A major advantage of our quarterly meetings is that when your end-of-year tax return rolls around, all the hard work has been taken care of, making the process a relatively low-key affair.

Self-managed superannuation funds

In recent times, self-managed superannuation funds (SMSF) have become a popular investment vehicle.

We can advise you on the advantages and disadvantages of:

  • Setting up a SMSF
  • How to borrow in your SMSF to buy an investment property, thereby using your existing super fund balance as a substantial upfront deposit.
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