CFO Services
Qualified financial leadership for fast growing businesses, stretched finance teams or a temporary gap, without the cost of a permanent CFO.
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Our services
Nine services, one team that knows your numbers.
From Business Advisory to Taxation and Accounting, we have you covered. Pick one service or bring us the lot, and the same team looks after all of it.
Taxation
Review your tax position before the financial year ends.
Taxation can be a major cost to your business and a barrier to your goals if it is not managed. Every April we review each business client's performance and tax exposure, so there is time to act before 30 June.
- Tax planning and advice
- Tax returns for individuals, sole traders, partnerships, trusts and SMSFs
- Periodic compliance: BAS, IAS and PAYG
- Payroll tax and fringe benefits tax
- Capital gains tax and R&D tax
Accounting
Save money, save time and accelerate growth.
We can work with your business at a fraction of the cost of a full time finance team. We do not just push numbers and make pretty graphs: we report and recommend how to make your business more efficient and profitable.
- Bookkeeping
- Virtual CFO services
- Accounting software advice, set up and automation
- Reporting that turns complex data into decisions
Business advisory
Grow your business and your wealth, at every stage.
We specialise in helping establish and grow your business with a range of advisory and essential services. Bhawana heads a team of experienced accountants with strong working relationships with professionals in other fields.
- Business health check and growth planning
- Budget and cash flow management
- Business acquisition, due diligence and valuation
- Asset protection and succession planning
- Wealth creation and business sales
Business set up
Start with the structure that suits you.
Choosing between a company, trust, partnership or sole trader has a lasting impact on your financial affairs, and each has different statutory and tax rules. We guide you through it, then take care of the registrations.
- Advice on company, trust, partnership or sole trader
- Registering legal entities with ASIC
- Obtaining your ABN from the ATO
- Compliance set up for the new business
Self managed super
Your SMSF, set up properly and run with care.
A self managed super fund is a way of saving for retirement that the members run for their own benefit. It needs to be set up correctly to be eligible for tax concessions, receive contributions and stay easy to administer.
- Understanding what an SMSF means for you
- SMSF set up and rollovers
- Monitoring contributions and transfers
- Financial reporting, deed upgrades and independent audits
Franchise
Talk to us before you buy a franchise.
We help at the start with your pre purchase review, then with your business structure, franchise accounting and getting the most from the business. Whether you are starting out or already trading, we are here to help.
- Pre purchase review
- Business and trading structure
- Business plan, cash flow forecast and profit projection
- Bank loan processing
- Ongoing accounting and taxation
Specialist services
CFO, crypto tax and trust account audits
Three specialist services for growing businesses, digital asset investors and the legal and property professions.
Crypto Tax Returns
Crypto reporting, returns, restructuring and tax planning for day traders and investors, with Koinly and CoinTracking.info supported.
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Trust Account Audit
Trust account audits for solicitors, real estate agents and conveyancers, from an External Examiner of The Law Society of NSW.
Ask about thisWho we help
Accountants for your industry
Over 20 years of partnering with private business owners across these industries, and many more.
Medical and health
Accounting and tax for medical and health professionals and their practices.
Property and construction
Margin scheme, GST, land tax and CGT for developers, builders, tradies and property investors.
Legal and real estate
Trust account audits and tax advice from an External Examiner of The Law Society of NSW.
Retail, hospitality and ecommerce
Tight margins, high transaction volumes and payroll, watched closely every month.
Education and consultancy
TEQSA and ASQA applications and financial viability reporting for colleges and training providers.
Engineering, manufacturing and trade
Costing, pricing and break even analysis for manufacturers and importers and exporters.
High net worth families
Tailored tax strategy, entity structuring, asset protection and retirement planning.
NDIS and not for profit
Accounting and compliance for NDIS providers and not for profit organisations.
Franchisees and franchisors
From the pre purchase review through to ongoing accounting once you are trading.
How it works
From first conversation to a plan for the year
A consultation
Tell us where the business is at, what is taking your time and what you want to achieve.
The right structure
We review your structure, software and obligations, and fix what needs fixing.
Ongoing compliance
BAS, payroll, returns and reporting handled on time, every time.
The April review
Each April we review your year and your tax exposure, so you can act before 30 June.
Services
Questions about our services
Yes. We prepare returns for individuals, sole traders, partnerships, companies, trusts and SMSFs. Many clients start with a return and add bookkeeping or advisory as the business grows.
Yes. We provide pre purchase reviews, due diligence, business valuation, structuring and bank loan processing, and we would rather sit down with you before you buy.
Yes. SBS is an External Examiner of The Law Society of NSW and an NSW Fair Trading auditor of real estate and conveyancer trust accounts.
Yes. Our crypto returns are prepared by qualified accountants who are crypto enthusiasts themselves, for day traders and investors, and we support Koinly and CoinTracking.info.
Burwood · Monday to Friday
Not sure where to start?
Book a consultation and we will tell you which services make sense for you now, and which can wait.