We will share everything we know with you, to help you move forward with purpose and certainty! We are about empowering you with the knowledge and skills to understand what is going on under the surface . . . and thrive!

Let’s Talk Approach . . .

There are 2 ways we can approach working with you, the first is focusing on the information we have in front of us and ticking the boxes required by the ATO. This is called compliance and we can absolutely do this for you, it’s a straightforward approach and is our core option. Our preferred approach is behind door number 2, Advisory. Not only ensuring you fulfill your ATO obligations, but formulate the best strategy moving forward and provide you with the education to fully understand what it means for you and your business. In our eyes, the strategy and education, is just as important as the compliance aspect of tax and accounting.

What This Looks Like . . .

We offer a monthly accounting package that is completely tailored to your needs. Our core options are essential and form the foundation of your package. From there we get to know you and your business intimately (not in a creepy way!) and we start the process by booking in a discovery call with you. The call takes around 30 minutes and allows us to establish your exact needs. It’s also a great opportunity for you to get to know us and ask any questions you may have. After our discovery call, we piece together a proposal that outlines exactly what you can expect from us. It’s transparent, detailed and your cashflow will be thanking you!

“Attempting to comprehend the numbers in your business without being taught, is like baking a cake without ever having seen a recipe. It just won’t gel!”

  • Financial statements

  • Income tax returns

Core Services . . .

  • BAS lodgements

  • ASIC compliance

  • Strategy appointment

  • Tax planning

  • Structure review

  • Employer requirements

  • Pricing structure

  • GST registration

Advisory Services . . .

  • Profitability analysis

  • Breakeven calculations

  • Motor vehicle + equipment purchase

  • Capital gains tax calculations

  • Budget + cashflow forecasting

  • Optimising xero functionality

YES!

Ready to book your discovery call?

Your Dream Journey . . .

Above + Beyond . . .

  • Business Coaching + Mentoring

  • Know your numbers Deep Dive

  • Online courses

  • Educational webinars

  • Xero training + implementation

  • Bookkeeping

  • Software troubleshooting

We are committed to forever expanding our knowledge. With this in mind, we are love to our clients ways to learn and grow in business too. Here are some additional services + programs we offer. If you’d like to know more about any of the following, contact the Dream Team.

SUPPORT + KNOWLEDGE + STRATEGY = SUCCESS

SUPPORT + KNOWLEDGE + STRATEGY = SUCCESS