Business & Finance Solutions
Business and Finance Solutions is a boutique firm specializing in comprehensive financial services tailored to the unique needs of both individuals and small to medium-sized businesses.
We strive to empower our clients with expert guidance in tax, accounting, business advisory, and finance & mortgage advisory services.
PROFESSIONAL AFFILIATIONS
- Fellow Member, CPA Australia
- Registered Tax Agent
- Member, National Tax and Accountants Association Ltd
- Member, Mortgage and Finance Association of Australia
- Registered ASIC Agent
- Fellow Member, Governance Institute of Australia
- Graduate Member, Australian Institute of Company Directors
- Justice of Peace, New South Wales
mission
"To deliver cost-effective and highly efficient professional services to individuals and small to medium-sized businesses, empowering them to achieve their tax, accounting, financial, and business goals."
vision
"A preferred destination for individuals and small to medium-sized businesses seeking comprehensive solutions for their tax, accounting, and financial needs."
Our services
Tax and Compliance
- We collaborate closely with our clients and offer a comprehensive range of services to ensure timely and cost-effective fulfillment of all types of tax compliance obligations, including:
- Preparation and lodgement of income tax returns for individuals, company, trusts, partnership firms, and SMSF
- BAS and IAS returns
- Fringe Benefits Tax returns
- Pay as you go and withholding Tax compliance
- Payroll tax, superannuation compliance
- Capital gain tax
- Tax advice and compliance assistance
- Division 7A rules dealing with shareholder loans from private companies, and the effective use of family trusts in family business and investment structures.
- ATO audits and investigations
Business Accounting
- Our comprehensive business accounting services encompass:
- Book-keeping for timely and reliable financial reports using cloud accounting
- Accounting software setup and support for Xero, MYOB, QuickBooks
- Preparation of management and statutory accounts
- Preparation of special-purpose and general-purpose accounts
- Corporate secretarial services including ASIC compliance
- Setup of companies, trusts and other business structures
- Registration of Charities with ACNC and DGR endorsement with ATO
- Business Activity Statements (BAS) review and lodgements
- Single touch payroll and industrial relation matters
- Other statutory reporting requirements for payroll and superannuation obligations
- Monthly or quarterly management accounts preparation
- Outsource CFO services – short and long-term engagements as required
Other Accounting Services
- Budgeting and Cashflow
- Financial Reporting
- Financial Management
- Financial Modelling
BUSINESS ADVISORY
- Small Business Advisory
- Structuring
- Business Strategy
- Corporate Governance
- Government Grants
- Succession Planning
FINANCE & MORTGAGE
- Residential mortgage loan
- Investment mortgage loan
- SMSF lending
- Working capital finance
- Development loan
- Commercial loan
- Cash-flow lending
- Lease finance
- Equipment finance