WE'RE ACCOUNTANTS: But, probably not the kind you’re used to. WE PROVIDE PROACTIVE ADVICE: In - Business Strategy, Tax, Sourcing Finance and Personal Wealth. We’re an enthusiastic and dynamic team; all as expertly brilliant and hard-working as the next. And, whilst we ‘excel’ with numbers, we service ambition. With a balanced perspective of purpose, profits and personal well-being. We’re devoted to helping our clients define and achieve whatever happiness (it*) looks like to them. Why? We firmly believe that happiness drives success. Not the other way round. We also understand that business goals are not mutually exclusive to personal ones. So, whatever your ‘it*’ is, our mission is to help you make it* happen. OUR SERVICES (AND EXPERIENCE) - INCLUDE: 1. BUSINESS - ADVICE: - Business strategy and planning - Financial Modelling - Budgeting and Forecasting - Cashflow Management - Sourcing Business finance - Buying and Selling a business - Business Valuations 2. ACCOUNTING (& TAX) - ADVICE: - Business structuring - Tax Planning - Tax Compliance - Bookkeeping - International Tax Advice - Company / Trust - set up 3. WEALTH - ADVICE: - Investment Strategy - Wealth Management (and budgeting) - Property Investment - Self Managed Super Funds - Sourcing Finance (Mortgage Broker) - Succession and Estate Planning - Asset Protection 4. TRAINING: - Business Strategy Workshops - Business Strategy Seminars - Small Group Workshops - Xero Set Up and Training - One-on-one Coaching That’s enough about us. Why don’t we chat about you?
