Business Advisory Services
We recognise that accountants and advisors are in a unique position to make a valuable and significant contribution to clients by assisting them with the prudent management of their businesses and financial affairs. Accordingly, we can and do provide the following business services:
Service
- Preparation of tailored financial statements as and when required
- Analysis of financial data
- Preparation of trading and cashflow forecasts (short and long term) and strategic plans
- Equity/Finance structure advice, preparation of funding applications and attendance at bank meetings
- Accounting and business computer systems implementation and review
- Tax planning and management
- Capital Gains, Goods and Services Tax and other Indirect Tax Advice
- Succession Planning
Client Need
- Meet client, financier or other reporting needs
- Determine whether clients need to enhance operations and/or are operating within industry benchmarks
- Assist clients in planning, monitoring and benchmarking business performance
- Assist clients obtain cost-competitive finance appropriate to their needs
- Appropriate and easy to use computer systems providing reliable information
- Legally minimise taxation liabilities and regulate tax cashflows
- Minimise the burden of such taxes
- Determine appropriate structure of transactions to facilitate transfers of business between generations
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