I look after the full compliance cycle for practice owners, from law firms and insurance brokers to dental and medical practices, who want one person across both. It's the foundation the advisory work stands on, because the numbers I advise on are the ones I produced.
Setup, clean-up and ongoing bookkeeping in Xero, so your numbers are current every month.
Preparation, reconciliation and lodgement, with a heads-up on what's owed before it's due.
Pay runs, Single Touch Payroll and super paid with every pay run.
Returns for individuals, partnerships, trusts and companies.
Fringe benefits tax returns and state payroll tax obligations, including threshold monitoring.
Planning ahead of year end and before big transactions, so decisions are made with the tax consequences in view.
The person closing your books is the person reading them. Nothing gets lost between your bookkeeper, your tax agent and your adviser.
Engage me for compliance only, for advisory only, or anything in between. Most owners start with one and add the other.
As a registered tax agent I'm bound by the Tax Practitioners Board's Code of Professional Conduct, and as a CPA by CPA Australia's professional standards.
A 30-minute call is a good place to start working out what the numbers need to do to get you there.
