Your first experience with Source Accounting will be refreshing and stimulating. When you pick up the phone and call our office, you open the door to a new way of thinking. We will get you to not only start thinking about your structure, but we will also devise an action plan for the things that you need to do – to improve your overall profitability, cash flow and minimise your tax. We will take a holistic approach to your individual situation by discussing the following areas of your business plan:
- Your structure – how you run your business, as a sole trader or through a company/trust/partnership, and whether your business should be restructured or not.
- Your fees – the accounting fees that you are currently paying for the results that you expect, and how they can be improved.
- Your future – where you want to be in the next 5, 10, 15 years, your exit strategy and building your wealth.
- Saving you tax – a general review of past performance, your tax brackets, deductions typically claimed and whether there is some scope to improve on these areas.