Mission Statement
Our mission is to provide a simple guided learning hub that empowers small business owners to understand their business on a deeper level. We do this by providing practical solutions that assist in the better management of tax liabilities and cash flow security, which can be used to scale and grow their business.
The Smart setup and the Smart clean-up are two sides of the same coin – we are seeking to gather valuable information from the numbers, which we can only do if we have confidence in their accuracy. The accuracy comes from setting your books up correctly from the start.
Everything is now clear, precise, and accurate, let’s keep it that way – we will work with you in whatever capacity to ensure that an effective, efficient, and most importantly, accurate record keeping system is set up and maintained.
Smart Tax Management - Level 3
Now is the time to sit down and prepare a tax plan. With solid financial accounts being established we can now calculate and anticipate your tax liability, then work out strategies to legally minimise your tax. We will prepare a timeline so that you have reassurance of when the payments are due.
At this point we have the systems and processes in place to give us the data we need, so let's analyse what's going on. Are we improving our financial position? Let's measure some key indicators to identify opportunities, then pull the right levers to initiate growth. A CFO without the payroll, on your terms and at those pivotal points when a fresh perspective is needed to provide value added insights.
The groundwork is done, we have compounded our growth and all our ducks are in a row. We have accumulated wealth, seek more, and want to ensure it is passed on to your chosen family members in the most secure and effective manner through comprehensive succession and estate planning.
So Lets Dive In