Annual financial statements
Companies, trusts, partnerships, sole traders and self-managed superannuation fund structures.
Accounting & Tax
Run your business or investments.
We’ll handle the compliance.
Every business and investment needs an accountant. Very few need one who stops there.
We prepare the financial statements and tax returns, hold the ATO deadlines and give the advisory work something solid to run on. That is the foundation.
The foundation
Compliance isn’t the work.
It’s what the work runs on.
Most firms sell compliance as a chore taken off your plate. Fair enough, it is one.
But your financial statements and tax returns are also the one complete record of what your business or investment achieved last year. Get them wrong or get them late, and every decision after that becomes a guess.
Pricing a job. Taking on a hire. Deciding whether the next contract is worth it. Every decision runs on numbers someone had to get right first.
We keep you compliant so it is one less thing on your plate. Then we use the work to advise you. That’s where the real value is created.
What we handle
Your annual file.
Complete, reconciled and ready.
Five recurring pieces. One reliable financial record.
Prepared
Tax returns
For the business or investment and the entities behind it.
Fringe benefits tax
Where vehicles or other benefits are provided through the business.
ATO registrations and correspondence
So you are not the one sitting on hold or interpreting the next letter.
File reconciliation
Your Xero or MYOB file reconciled back to the statements we prepare.
Where to go next
The same numbers.
Three different jobs.
Reporting tells you what happened. Planning changes what happens. Advisory helps you decide what to do next.
The sourceOne reconciled file
Report what happenedFinancial Statements & Tax Returns
The annual set. Statements prepared, returns lodged, obligations met and no surprises in the post.
Explore financial statements & tax returnsChange what happensIncome Tax & CGT Planning
Done before 30 June, while there is still time to understand the options and influence the outcome.
Explore income tax & CGT planningUse the numbersBusiness Advisory & Coaching
Structure and entity selection, planning, benchmarking, improvement, internal audit, risk management and a commercially minded sounding board, all built on accurate financial information.
Explore business advisory & coachingThe financial year
Tax year,
not tax time.
Good tax work happens on a timeline. Miss the moment and planning becomes reporting.
- 31 Oct
Join the lodgment program
If you are not on a tax agent list, a prior-year return is due 31 October. Engaging a new agent? Join their list before then to access later lodgment-program dates.
- 15 May
Agent lodgment deadline
In most cases, taxpayers on a tax agent list receive additional time to lodge and pay their tax liabilities.
- 30 Jun
Planning closes
Tax planning happens before 30 June. After that, we are reporting and the available levers have already been pulled.
General information only. Lodgment dates vary with circumstances and eligibility.
A question worth answering
Why your accountant’s numbers and your bank balance disagree.
It often comes up after a strong month or quarter. Cash and profit measure different things; the gap is ordinary, but it should never be unexplained.
What is in the bankCash
What the business earnedProfit
Invoices raised but not yet paid
Stock sitting in a shed
Loan repayments reduce cash but not always profit
GST collected but not yours to keep
A busy month and a profitable month are not the same thing. A set of accounts without that explanation is a document, not an answer.
The questions behind the file
Accurate numbers are the start.
The real question is what they tell you.
Three jobs running, money landing every week, and the account is still empty the day before you pay the team.
Billing at capacity, working harder than last year, taking home less, and no clear view of which clients are profitable.
January was your best month in years and the quarter still came back a loss.
Start with a consultation
Tell us what the numbers need to help you decide.
A conversation about your business, your structure and where you are actually trying to get to. No charge and no obligation to take it further.
If all you need is the compliance done well, we will do that and do it properly. If you want your numbers to tell you something, that is a different conversation, and it is the one we would rather have.
Book a consultation