We're committed to helping businesses through difficult and unexpected circumstances brought on by COVID-19. We'll work with you to set up a plan to move through and beyond a crisis, and focus on what's important and realistic for you.
Read our FAQs at the end of this page for information on:
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In our 40 year history, not only have we made countless business plans for our clients, but we've successfully planned our own business success.
Our team is qualified to provide a wide range of business advisory and accounting services, including business planning and personal wealth creation.
Our business planning is backed up by rigorous systems and processes which we've developed and improved over our 40 year history.
Planing for long-term success means we need to have a long-term relationship. We build strong partnerships with all our clients.
Maintaining business continuity in a crisis is uniquely challenging when you don't know what's coming next. Implementing a business continuity plan gives you a foothold in an uncertain environment.
Our team can help you with forecasts, protecting your personal assets, additional bank funding, and more.
When it comes to crises like the COVID-19 pandemic, it's hard to set up a meeting; so we'll come to you virtually. Whatever it takes, we'll be there to support your business continuity planning.
A comprehensive plan will set you up for success. By understanding what your goals are, and what's achievable for your business, we're setting up a plan that works uniquely for you.
We have a unique approach to business continuity planning and advice. By taking a holistic approach to financial services, we can make sure your business is set up for the future.
We have over 40 years of experience planning successful businesses, including our own.
We restructured Papermill Media and moved them to cloud accounting. Papermill was listed at number 43 in the Australian Financial Review's Fast 100 List in 2017.
Take a lookWe have helped Cambridge Plumbing to manage and forecast cash flow. We've also provided the director with advice on wealth creation and asset allocation.
Take a lookAfter helping them transition to Xero, we conducted quarterly business coaching with Quality Energy and helped increase their profits by 90 per cent.
Take a lookFind out what's possible for your continuity plan. We can help.
Yes, create or update your business cash flow plan over the coming months. You need to your daily and weekly planned cash position to make informed decisions, like when you may need additional bank funding, or reduce staff numbers.
Yes. Keeping your business alive means paying your employees, your key suppliers, your rent, and your accountant each week. These are the assets you use to navigate a crisis. Nothing else matters in the short term.
You may need to delay making payments of GST, PAYG Withholding Tax and Employee PAYG Tax to the ATO.
You should set up a second bank account (separate from your main trading account) and each week transfer cash for these payments across into it. If needed, you can then dip into this cash reserve to keep your business alive.
Arranging for additional bank funding or lines of credit that can be approved now for use in an emergency. We have our own credit licence and access to a panel of over 25+ lenders.
Now is the time to upgrade or update your asset protection. Consider if you need to protect the equity in your family home or other assets in personal names with a "Gift and Loan Back arrangement" — with no stamp duty or Capital Gains Tax consequences.