is a basic service to ensure clients are compliant with Australian legal, statutory and regulatory bodies
is ideal for clients wanting to monitor and grow their business, understand their financials and be able to make informed decisions based on them.
is recommended to business clients wanting to take their business to the next level. The benefit of this level is largely due to regular accountability meetings and customised programmes. Our mentoring programmes have been developed to dramatically increase the success of our clients’ businesses

Two (2) meetings per year:

  1. Financial review after completion of Tax Return and Financial reports
  2. Tax Planning & Goal Setting session in last quarter of the financial year

It includes preparation of:

  • Annual Tax returns and Financial Statements
  • BAS/IAS (if applicable)
  • FBT return (if applicable)
  • ASIC Corporate Compliance (if applicable)

Four (4) meetings per year:

  1. 1st Quarter: Implementation of Budgets and setting of KPIs
  2. 2nd Quarter: Review of financial performance and Annual General Meeting
  3. 3rd Quarter: Quarterly performance review and alignment session
  4. 4th Quarter: Tax Planning & Goal Setting session

It includes everything in
Compliance Plus and

  • Education about understanding of Financial reports
  • Implementation of budgets and cashflows
  • An in-depth look at 6 Key Business Drivers
    - Income
    - Gross Margin
    - Expenses
    - Debtors
    - Creditors
    - Inventory
  • Setting of monthly KPIs

Annual Half Day Strategy Session with a minimum of 12 meetings per year.

It includes everything in Growth Plus and implementation of the outcomes of the strategy session and includes:

  • 90 Day Business Plans
  • Leadership training
  • SWOT analysis
  • Operational systems and processes
  • Effective sales techniques
  • Marketing analysis and strategies
  • Team Analysis - recruitment, development and structure
  • Accountability and mentoring



Over the past five years, I have had the pleasure to have Rod Evans as accountant for both my bus...


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