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about yourself

Individual

Business Owner

How we can help

Based on your results, our recommendations are to explore the following solutions:

We offer online, hassle-free tax return processing. By engaging an accountant to help you with preparing your return we can ensure that you claim all eligible deductions in order to minimise your tax payable.

We can help you understand how investments impact your tax payable as well as tax considerations on purchase and sale

We can help you plan for your property sale by calculating the estimated tax payable on capital gains prior to you preparing your return. This helps you to plan for any tax payable by ensuring you have funds available when it comes time to lodge your return.

Starting a business is rarely simple, we’re here to help our clients navigate the complexities. We can help by advising on accounting software use, reporting obligations and generally being a sounding board for decisions you need to make as you develop and expand your business. You might like to check out our ‘Starting a Business’ resources

Our Accounting Services include preparation of Business Activity Statements, Tax Returns and Financial Statements. We also keep our clients updated of any new developments in tax legislation and general ATO requirements, ensuring that they are both aware of and meet their reporting obligations.

We work with clients throughout the year to support them in their business. This can mean different things for different people such as quarterly management meetings, quick phone check-ins, tax planning projects etc. Rather than have a one-size-fits all approach we customise our services to best meet client needs.

We’re a cloud firm that utilises connected technology to operate efficiently. We can help you get the most out of your existing software stack and suggest options that may deliver additional efficiency to your business.

As your business grows and changes the ideal structure to operate under can change too. We can help you review your existing structure and decide whether it is the most appropriate for your current and future planned operations. We can also assist with establishing new entities including ATO registrations.

Our Swell Business Advisory Program helps you to understand the financial data within your business by presenting it in a visual way. We also identify and explain the key indicators and measures of success in your business so you can better understand how the actions you take impact your financial results.

It’s not unusual for business owners to believe profit is the same as cashflow. Our Swell Business Advisory Program includes dynamic cash flow forecasts to help you both plan and monitor cashflow and understand how it relates to profit. You may also want to take a look at our free Cash Control Toolkit.

A high growth business presents it’s own set of challenges, managing cash flow is often one of them. Our Swell Program includes dynamic cash flow forecasts to help you both plan, monitor and manage your cash cycle.

Planning for growth can be daunting, particularly when it requires significant capital investment. We help clients navigate their growth plans by modelling scenarios. This assists in planning for headcount, equipment purchases and identifying funding requirements.

Sharing key business metrics with your management and wider team can assist them to understand what’s important for your business success. The Mavericks level of our Swell Business Advisory Program includes an additional dashboard to do just this. We’ll work with you to identify the data to share and design a live dashboard for your team.

Let's Chat!

We offer a free 15 minute initial consult (phone or zoom) to all new clients, providing you with the opportunity to ask any questions you may have about our Tax Return service before proceeding any further. This obligation-free call is also a great opportunity to get to know each other a bit better so you can decide if we are the right 'fit' for you.

Please note that our initial consults are not designed to provide personalised tax advice and you will need to book a follow up appointment after your initial consult in order to receive our services. Any pricing queries for follow up appointments can be answered during your initial consult call.

Booking your initial consult is easy. Simply enter your email below and you'll be directed to our online booking page where you can select a time that suits you.

Let's Chat!

Based on your responses, we’re confident that we can help. The next step is for you to speak with one of our advisors about how we can assist with your business requirements.

We offer a free 15 minute initial consult (phone or zoom) to all new clients. This obligation-free call is a great chance to get to know each other a bit better before we move forward to a deeper discussion.

Please note that our initial consults are not designed to provide personalised advice and you will need to book a follow up appointment after your initial consult in order to receive our services. Any pricing queries for follow up appointments can be answered during your initial consult call.

To get started, please enter your email address below, and you'll then be directed to our online bookings page where you can select a time that suits you.

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How we can help

Let's Chat!

Let's Chat!