Our goal is to add value to all our services. Our monthly management accounting services 'look beyond the numbers' and we provide in depth analysis not just on the current state of the business, but where the data indicates the business is travelling. We consider management and owners can best make effective decisions with strong data and clear and concise analysis of that data.
Management Accounting Services
When your business needs more than a bookkeeper. We work with dynamic small to medium sized businesses on a regular basis providing assurance around monthly profit and loss, management reports, cash flow, payroll, KPI, and balanced scorecards. We provide the quality reporting and accounting function coupled with clear, concise analysis of the data.
Not for Profit Organisations
We currently assist a number of not for profit entities through audit and assurance services, management accounting, bookkeeper supervision, and monthly board reporting.
A recent project involved assisting a large not for profit entity upgrade their MYOB software to Premier Enterprise (allowing access through terminal services), introducing the Standard Chart of Accounts and also utilising ‘categories’ for more effective divisional reporting and implementing new financial reporting structures.
We have experience in assisting companies and business owners restructure in times of financial hardship. We have experience with debt negotiation and restructure and rollovers into a new entity together with partial sale and disposal of business segments.
We are available to advise on the appropriate entity for growing a business and provide assistance on organisational structure and strategy implementation.
Recent project include implementation of new financial management systems, restructure of organisational reporting and hierarchy, and sale of business and implementing new models of financial reporting and performance evaluation.
We provide audit services to Not For Profit entities and charities. We also provide specialised assurance services such as reviews of fraud controls and audits of internal controls.
We assess damages and provide expert reports in the areas of professional negligence, contract disputes, royalties and other entitlement matters, solvency issues, business valuations and director and shareholder disputes.
Expert accounting reports for family law matters including business valuations, assistance with financial statements, investigation and analysis of financial accounts and MYOB & Xero data file analysis and review.
We available to assist in determining losses due to fraud or misstatement in the accounts. We have also expertise at evaluating internal controls and providing a risk assessment to management on any weaknesses in controls and recommending improvements.
MYOB, Xero, LEAP and cloud accounting services
We have expertise with both Xero and MYOB. We can advise on the most appropriate cloud based accounting system and then manage the implementation.
For law firms we bring expertise in LEAP and Action Step.
A recent project involved a strategic review the current financial management system and reporting to the board of directors on our recommendations for a new cloud based accounting system with a cost/benefit analysis and executive summary.
We are passionate about helping small to medium sized enterprises grow and achieve their full potential.
Mentoring is an important tool for business owners and management to achieve goals, build a business and to offer a fresh perspective.
A great mentor will ensure the business has a sound, focused strategy with a clear, coherent direction and an enthusiastic and passionate leader. We look at the overall business purpose and then define strategy and then assist in the creation of values based goals for management and staff and assist in the monitoring and performance target evaluation process.