Services

Advisory Services

We provide a 'sounding board' approach to our clients as required by Roy Spagnolo and his senior members of the staff on practically any taxation or commercial matters as they arise.

Management Accounting

Maintenance of the general ledger, post relevant journal entries, review and perform balance sheet reconciliations cash flows, budgets and close off the relevant accounting periods. Preparation of management reports with analysis.

Advice and assistance in the development and implementation of existing or new financial and/or other systems upgrades tailored to your business.

Assistance and/or management in the development implementation of various projects, including business expansion, property development and internal projects

Financial Reporting

Review and preparation of financial statements. Assistance may also be provided if required to be audited by external parties.

Taxation

Tax planning, reporting, structuring and compliance based on innovative solutions and fresh ideas. We also specialise in Capital Gains Tax issues at both an individual and company level.

Business Activity Statement

Preparation and lodgement of BAS and assistance in the preparation, review and lodgement of any other external requirements as required.

Business Advice

'Value adding' through business growth, cash flow management and assistance in identifying new opportunities.

Assistance with business and financial transactions including planning acquisitions, disposals and mergers, appraising business opportunities, negotiating transactions and prices, and financing the deal.

With assistance from Growth by Design consultancy we can develop and grow your business through benchmarking and forecasting analysis, business and management coaching and other specific growth solutions.

Self Managed Superfunds

Establishment and management of Self Managed Superannuation Funds. In addition to advise and management of compliance, audit and tax requirements

Mergers and Acquisition

Assistance with expanding your business through acquisitions/merger opportunities. This includes identifying opportunities, assessment or due diligence procedures, preparation of forecasts, negotiations of terms, financing assistance and future business planning.

Company Directorship / Secretarial

Assistance in attending to all necessary Australian Securities and Investments Commission including relevant minutes and resolutions as and when required. Maintain company registers as required by Corporation Law requirements.

Estate Planning

Every business has a life cycle. We can assist in planning for succession which include invaluable taxation and commercial advice along with the process