Growing Companies

Are you a growing business?

Your business is starting to grow; you’re working hard to keep everything going and stay on track. Cashflow is often tight, it can be a struggle to manage growth and increase profits, and there never seems to be enough time to get things done.

You understand the importance of investing in good professional advice. But you’re not getting it from your current advisors. Perhaps it seems that you’ve outgrown your current accountant or they’re just too big to care.

Sound like you? Then read on…

We know business is complex and constantly changing. It’s not easy, but we want to make sure you have the best professional advice and support so you can significantly increase your chance of success.

That’s why we’ve developed a modern firm able to support you in today’s complex environment. As a client of MWM Advisory you’ll get:

A team of experts assigned to your file

You get access to a team of highly experienced, qualified and dynamic professionals to support you. Instead of being reliant on one person, you get a team of experts assigned to your file. They know your situation and their support enables you to get things done quickly and effectively. This includes:

• 

  Company Director

  To provide, big picture strategy for tax planning, asset protection, business advice and support.

• 

  Client Manager

  A highly experienced and qualified expert who oversees the day-to-day management of your file and supports you and your team as required.

• 

  Client Service Co-ordinator

  Assigned to your file to support you with administration and compliance issues that arise with your business.

Access to a wide range of services

Where you get access to a wide range of services to help you with your business, including compliance, tax planning, financial reporting & forecasting, asset protection, financial planning and estate planning.

We tailor the services to fit with the support you need in your business. Or we can offer advisory packs including compliance advisory packs and business advisory packs as per the below.

Every one is different and the best way for you to identify what services you’d benefit from is for us to review your situation with you.

	KickStart Bronze	KickStart Silver	KickStart Gold
Tax Effectiveness & Asset Protection A review of your structure to make sure it’s setup in the most effective way to minimise tax and protect your assets.
Compliance History Review A review to make sure you’re compliant with GST, FBT, PAYG, income tax, superannuation, payroll tax, land tax, work cover, payroll calculations, depreciation schedules and much more.
Risk and Financial Facilities Review A review to identify your exposure to risk for both your business and personally. Plus a review of your financial facilities and lease agreements to make sure you’re not paying too much or left exposed to unforeseen liabilities.
Financial Results Analysis A review of your accounting figures to make sure they are correct and that your data is clean. Followed by a detailed analysis of your historical results.
Calculate Your Break-Even We will calculate your break-even for your business, broken down to a monthly, weekly and daily target. This is a very important concept that, as a business owner, you must know and understand.
Preparation of Budgets & Forecasts We will prepare a 12-month budget and profit and loss forecasts, broken down month by month. This will help you plan for the year and manage your business more effectively.
Accounting Software & Systems Review A detailed review of your accounting software to make sure it’s setup to give you the information you need and that you’re using it effectively to manage your financials.
Business Accounts Training Training on what the key numbers mean and how you can use them to manage, control and improve your profits and cash-flow.
Business Planning Review A detailed evaluation of your business and personal life, including an in-depth look at your goals and potential in your business. Leading to a road map for the future of your business.

 

Menu of Services

Everyone is different, so to make sure you get the right help from us, we’ve developed a menu of services. Once we’ve completed your KickStart consultation we’ll then select the right services for you from the menu below.

Preparation of Financial Statements

Prepare annual financial statements to help you meet statutory requirements while reconciling all accounts to check your figures are correct. Then updating your system so that it’s in line with your financial statements.

Preparation of Self-Managed Super Fund

Prepare your annual SMSF financial statements to help you meet your statutory requirements while reconciling all accounts to check your figures are correct.

ASIC Compliance

Dealing with all company secretarial work including writing up and maintaining the company register and share register, preparing the annual return and preparing all statutory forms for filing for ASIC.

Tax Planning

Help you reduce your tax with pre June 30 planning, tax-effective structure planning, taxation payment projections, staff incentive and bonus calculations, tax-effective exit strategies, depreciation and capital works expenditure, and correct utilisation of small business capital gains tax concessions.

Preparation of Management Accounts

Each quarter or month we will prepare management accounts from your accounting records, including graphical and ratio analysis. We can also help you interpret these figures and make suggestions to help you improve your profits.

Benchmarking

We will carry out a benchmarking survey on your business and produce a report so you can measure your company’s performance against a wide range of criteria and industry sectors. This will help you measure your results and improve your business.

Preparation of Tax Returns

Prepare you tax returns to help you meet your statutory requirements, while putting you in the best tax position as possible. This includes individual returns, company returns, fringe benefit tax, payroll calculations, ATO reviews and audits, and payroll and superannuation reconciliation.

Business Activity Statements (BAS)

Dealing with all aspects of GST and BAS preparation including setting up the right scheme, preparing, reviewing and submitting BAS returns, completing BAS reviews and reconciliation and dealing with complex transactions.

Industry Specific Compliance

Many industries have additional compliance requirements and we will make sure you meet your industry-specific compliance obligations, including QBCC.

Asset Protection

Help you protect your assets with effective structure planning, risk protection, succession planning, monitoring legislative changes and ATO private ruling, trust resolutions and insurance policy utilisation and ownership.

Board Meetings

Each quarter or month we will chair a board meeting where we can discuss the results from the previous period and work with you on your business challenges and opportunities, helping develop and manage your business.

Business Improvement Programs

Regular face-to-face meetings with your own business mentoring expert to plan and implement business improvements, discuss your challenges and progress, set goals and prioritise your activities.

A return on your investment

Our focus is on getting you a return on investment from our services. We’re not the cheapest accountant, but our services are set up to give you value for money and to improve your financial position.

We also offer fixed-fee support package in our suite of pricing options.

Your investment is our services are fixed so that you know exactly what you’ve agreed to before any work is carried out. To help your cashflow you can also pay monthly and avoid large end-of-year accounting bills.

As part of this fixed fee, we also provide you unlimited access to our entire team for advice on ad-hoc matters by phone or email. If the issues raised require research and analysis beyond the phone call or email, we will provide a fixed-price quotation before any additional work is done.

Of course, fixed fees aren’t for everybody and we also continue to offer traditional time-based billing if you prefer.

Next step

The best way to find out if we can help is for you to come and meet up with one of our directors. They’ll complete a complimentary review of your situation to see where you need help. They’ll also review your situation to make sure you’re setup to minimise tax while protecting your assets and maximising your income.

Call 07 5596 9070 now to book or to find out more about how we can help.