Business Services

At Account Invest, a successful and growing business is one of the most important paths to financial freedom.
We take an active interest in our clients’ businesses and provide solutions and strategies to:

	Improve profitability;
	Minimise tax; and
	Create and preserve wealth

How we help our business clients
Grow your business and increase your profits:

	Ideas to grow your business and generate more profits
	Strategic planning to keep your business ahead of the field
	Advice on tax effective ways to purchase cars and equipment including competitive lease and hire purchasee quotes

Tax services:

	Legal tax Minimisation Planning
	Preparation of Taxation Returns for Partnerships, Trusts, Companies, Corporate Superannuation, DIY Superannuation and general Superannuation
	Advice on the most suitable business structure for your situation
	Advice on negative gearing of property, shares, and other investments

Finance cars or equipment through business leasing:

Tax effectively purchase or hire cars and equipment

Business loans to grow your business:

	To expand, acquire or gain working capital
	Restructure your existing borrowings.

Salary Packaging:

How you can become an ‘employer of choice’

Business Management:

	Preparation of monthly accounts, Business Activity Statements (BAS), all necessary taxation and employment registrations
	Advising on and setting up your record keeping systems
	Ensuring all your compliance obligations are up to date for the ATO and the State Revenue Office

Accounts and Company Secretarial work:

	Assistance with budgeting and cash flow planning
	Advice on accounting computer software packages
	Provide regular reporting and financial accounts
	Minutes and share issue
	Company registers – we can be your registered office

We offer advice when starting up, buying or selling a business including:

	How you should structure your new business and which systems to use
	Financial analysis of business to be purchased
	Budgeting and cash flow planning
	How to minimise capital gains tax on your sale proceed

We offer succession planning services:
Questions about succession planning every business should ask itself.

	Buy/Sell agreements
	Adequate insurance to cover key employees
	Looking at alternatives when a partner dies
	Haven’t got a Will – Get an Online Will Kit now

Proactive support for "Do-It-Yourself” accounts
Some clients prefer to do their preliminary accounts. In this case we can:

	Advise which accounting software best suits your needs
	Train you to use your accounting software
	Provide ongoing advice and training for you and your team for your accounting data
	Review your monthly accounts to ensure they comply with tax legislation

Account Invest is uniquely positioned to provide you with
Total Financial Care.

We offer a FREE Initial, No Obligation Consultation!
Contact us today for a no obligation and cost free, initial introduction to our financial planning services. This free introduction will not include specific financial planning advice or a Statement of Advice, but will help you decide whether the services we offer are right for your needs.* Read our client testimonials.

*This free consultation does not include tax and accounting services.