Financial & Accounting services

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We help growth-focused businesses set up smart financial foundations — from bookkeeping and tax compliance to entity structuring and inter-entity reporting.

Our team combines hands-on accounting experience with strategic insight to ensure your business stays compliant, tax-efficient, and investor-ready.

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Who It's For

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Owners planning a strategic exit, businesses pursuing acquisitions, family offices, and investors requiring hands-on deal support.

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What We Do

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  1. Core Services 

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🔹 Financial Operations

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• Xero system setup & daily bookkeeping

• Budgeting, forecasting & virtual CFO support

• Real-time financial reporting & dashboards

• Cashflow modeling & treasury planning

• Payroll processing & superannuation compliance

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🔹 Structuring & Entity Setup

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• Company and trust establishment

• Corporate trustee & investment vehicle design

• Asset protection & tax-effective structures

• Inter-entity accounting & reporting frameworks

• Ownership clarity for founders, investors & family groups

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🔹 Tax Compliance

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• GST, BAS & income tax lodgment

• Annual compliance calendar & reminders

• Audit support & ATO correspondence

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  2. Add-On: Technology Enablement 

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We extend financial services with digital tools that give business owners better visibility and control.

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• CRM Integration
  Implement CRM platforms (Zoho, Insightly, ActiveCampaign, etc.) and connect them with Xero/MYOB. This ensures sales, revenue, and cashflow data are seamlessly linked.

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• Power BI Dashboards
  Transform static reports into interactive dashboards. Gain real-time visibility into sales, expenses, cashflow, and profitability — enabling faster, data-driven decisions.

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Why It Works

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Most businesses treat compliance as an afterthought. We build it into your growth strategy — helping you avoid tax issues, streamline inter-entity operations, and speak the language of investors.

Whether you need a virtual CFO, a better Xero setup, or a restructure across entities, we deliver practical, proactive support.

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Client Example

A multi-entity hospitality group engaged us to overhaul its entire financial structure.
We set up real-time reporting across 6 entities using Xero, cleaned historical books, implemented trust distribution plans, and prepared the group for a capital raise with investor-ready financial packs.

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Deliverables

• Xero dashboard & live reporting setup

• Custom Power BI dashboard (interactive financial insights)

• Budget vs actuals template

• Tax compliance calendar

• Entity structure chart

• Trust distribution worksheet

• Virtual CFO meeting summary & actions