Accounting for small businesses and their families
We're small business accountants in the Adelaide CBD. We look after the tax, super, reporting and paperwork that come with running a business or a family group, and give you advice along the way.
Tax returns, financial reports and compliance
We prepare your financial statements and lodge your returns, from a single wage earner to a family group with several entities. We explain what your statements show, so you can use them to run the business.
- Individual, company, trust and partnership tax returns
- FBT returns
- Annual financial statements, and reports for banks and lenders
- Management reports during the year
- Dealing with the ATO for you, including payment plans
- Tax planning before 30 June
Self-managed super
Paula has specialised in self-managed super funds (SMSFs) since 2004, and our SMSF team looks after the yearly compliance cycle for your fund. We'll also help you understand the rules that apply to you as a trustee.
- Fund accounts, member statements and the SMSF annual return
- The yearly audit, arranged with an independent auditor
- Pension and contribution records
- Pension strategies and estate planning for your fund
Business advice and CFO support
When you need more than a yearly catch-up, we'll work with you on the numbers behind your decisions: structure, cash flow, pricing and succession. For businesses that need it, Paula also works as a part-time CFO.
- Business structures and restructures
- Cash flow forecasts and budgets
- Succession and estate planning
- Help preparing finance applications and working with your bank
- Regular planning meetings
- Introductions to lawyers, financial planners and other specialists we work with
Bookkeeping and activity statements
Clean books make everything else quicker. We can set up Xero, catch up on a backlog, or keep your books up to date month by month, and we reconcile your activity statements to your books before they're lodged. We're a Xero Gold partner, and several of our team are Xero certified.
- BAS and IAS, monthly or quarterly
- Xero set-up and training
- Catch-up and monthly bookkeeping
- Payroll and super guarantee checks
Company and trust administration
The yearly tasks that come with running a company or trust, done on time so you avoid late fees.
- ASIC annual reviews
- Company minutes and resolutions
- Trust distribution resolutions
How working with us starts
A first meeting
We talk about where you're at and what you need. Bring last year's tax return if you have it, and this year's tax information checklist.
A clear quote
All our work is fee for service. You get a written quote and engagement letter before any work starts.
Getting it done
We keep to the deadlines we agree with you, and wherever we can, you deal with the same people each year.
Not sure whether we handle your situation?
Call us and ask. If it's outside what we do, we'll point you to someone in our network who can help.