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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:



  • 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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