INDIVIDUAL / COUPLES
If you’re an individual or a couple looking to get the best outcome from your tax return in a timely and professional manner, we’re here for you!
We offer an online submission service where you can submit your details on our website and upload any relevant documentation for your tax to be completed. It will then be reviewed by one of our Accountant’s and ready for lodgement within 3 business days (of having all the information required). We will make sure you are not missing out on any deductions you may be eligible for, and therefore getting the best outcome possible.
As a bonus, if you use this service and submit your details online, you will also be giving back to a very worthy cause through our relationship with B1G1 – For more info jump to our 'Community & Giving' information.
If you feel your situation is a little more complex and you would prefer to still come in for an appointment, of course you can do that too.
To make it easy for you, you can book your appointment online. You can also call us on 02 6056 1929.
BUSINESS ADVICE / ACCOUNTING
Are you looking for an accountant who knows, understands and cares about you and the success of your business? So would we!
When you join us as a business client we take the time to get to know you and your business on a deep level so we can determine how best we can work with you.
The one thing we are sure of is ‘you don’t know what you don’t know’. There are potentially so many things you can be doing or implementing in your business to make your life easier, but when you’re running your business, it’s pretty much impossible for you to know all the options available.
We have an initial meeting, where we will find out what your personal and business values are - what’s most important to you in life? What are your challenges - what is sucking the life out of you? Why is it that you are in business? Who are your ideal clients? Who are your current clients? What products/services do you offer – what do you WANT to offer? We will discuss your goals, your competitors, your pricing strategy, your budget, your marketing – anything and everything that is relevant to your business.
We then put a fixed fee proposal together for you of how we can work with you going forward. In this agreement we will outline the services and advice that we will provide to you upfront and on an ongoing basis.
There are two main benefits of the fixed fee proposals:
- You pay the fee on a monthly or weekly basis so there are no surprises at the end of the financial year when your tax return is lodged.
- Because you are paying regularly, this is great for your cash flow. It’s easy to include into your business’s budget.
We believe that we can provide the best advice and value to clients during the financial year – not after the year has finished and the tax return is ready to be done.
Businesses need to be more pro-active and forward-thinking. This is more than just reviewing your financials on a regular basis (which would be a great start), but looking at any issues and opportunities as well. Tracking the business performance against the goals that have been set. Goals should be set for the longer term and also the shorter term so you have something to aim for in a shorter time frame.
This is all just the beginning of where we can help. We have the expertise and experience to get you the best outcome for your business.
We offer a complimentary initial meeting where we can have a chat about where you at, and where you want to be. From there we can decide if we are a good fit to work together going forward. We know you are busy, so we offer this meeting at our Vivid office, at your business (Albury/Wodonga area), over the phone, online via Zoom, or we will shout you for a coffee (also for our Albury/Wodonga peeps).
We look forward to chatting to you!