Management Accounting Services

Management Accounting Services


Quarterly Financial Statements
You will receive a set of financial accounts during the year, which gives important information about how your business is operating during the year. This will give you the chance to make changes during the rest of the year if necessary.

Year-End Tax Planning Review
We agree, no one likes paying taxes. So that your share is fair and equitable (or, so that you pay no more and no less than what you must), we will do everything we can within the guidelines. So that you avoid the need for last-minute tax strategies, you will have your options reviewed in the last quarter of the financial year.

Help and Advice When You Want It
We will advise you on ad hoc enquiries by phone or email when the need arises for you. You don’t have to worry about the clock ticking – it’s included in your service. This is subject to the understanding that if an occasion of service exceeds 15 minutes, you will be charged, but only after we have consulted with you and only if you feel that you got value from the consultation. Also, if your question requires additional research and analysis beyond the consultation, or you need a service that is outside our agreement that work will be subject to a change order for your consideration and acceptance before work on the issue begins.

Taxation Audit Protection
You will not incur any professional costs from us if you are selected for taxation audit. And we will cover up to $10,000* of specialist legal advice as part of your service. You will of course, be liable for any tax or penalties that arise from an audit.

An Analysis of Where Your Money Came From and Where It Went
You will receive an analysis that shows just where money came from during the year and where it went to. And we do this in a graphical way so that it is easy for you to see how the government still has their hand out for their share when you may not have any money in the bank. (But we will be working together to ensure this is never the case.)

Trend Analysis
You will receive an analysis of the most important trends in the progress of your business. We do this in a graphical way so that the trends become clear to you.

A Quarterly Cash Flow Projection and Profit Plan
This assures that your business performs to the expectation that you commit to at your strategic meeting at the beginning of the year. We will review this together when we review your quarterly financial accounts. And we adjust for variances to get a realistic view for the rest of the year.

Your Business Compared to That of Your Peers
We have access to key financial performance indicators of businesses within your industry. Your business will be compared to these, so that you are aware of your progression toward business excellence.

Net Worth Change
Are you in business to improve your net worth? If not, we suggest that you should be. And to help you stay committed to this path, your asset base will be broken up into each economic sector and examined for economic return. Your results will be graphically represented, so that you can see for yourself your increasing net worth. An exactly where it is coming from.

Guaranteed Turnaround Time for your Work of 15 Working Days or Fewer
We guarantee your work will be completed within 15 working days of you providing all materials to us. This will enable you to make proactive decision, rather than reacting to historical data. If we fail to deliver on our promise we will pay your $100 for every day the work is not completed in the time frame. This is our guarantee to you.

Guaranteed Completion of Taxation Returns
All of your statutory requirements will be completed by 31st October of the new financial year. If all the materials required have been supplied and we fail to deliver on our promise, we will pay you $100 per day for every day the work is not completed in the time frame. This is our guarantee to you. And no, you won’t be penalized for early lodgement. You don’t have to pay earlier for early lodgement.

Guaranteed Response Time to Return Your Telephone Calls
If for some reason your account manager is not able to take your call and no one else is able to immediately assist you, your call will be returned before the end of the next working day.

A Fixed Investment
The value of this service is established with you in advance and you can select a payment plan which suits your budget. This way there are no surprises for you.

Our Work Is Guaranteed
You rightly deserve quality work completed in a timely manner. If you are not delighted with the work we do for you, we respect your right to withhold your fee.

*$20,000 cover is available if requested at an added cost.



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