Services

Vision | Growth | Cashflow | Asset Protection | Compliance | Succession

Vision

Where do you want to go?

Most people these days use a GPS device to direct them to their destination, though the only way to get those directions from the device is to know your destination.

Business is no different, you need to establish your vision for your business in order to provide direction and thus planning.

Vision provides strength and purpose for your brand, customers, staff and you.

 

Have you planned where you want to go or are you driving blind?

 

Our services to facilitate vision:

• Business and strategic planning

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Growth

Why did you go into business?

Business owners go into business to do what they are good at, build lifestyle, be
their own boss! Running a business isn’t that simple, the administration
itself of running a business can snowball if processes aren’t implemented and followed.

What will suffer is the business and its growth, because you are caught up working “in” the business as opposed to “on” the business. Therefore lack of growth or profitability ends up hampering that lifestyle benefit.

Allow us to clearly help define your strategies, meet regularly and ensure strategies to grow and be profitable are implemented and followed.

 

Our services allow you to increase efficiency and promote growth of your business:

• Business Monitoring
• Benchmarking
• Bookkeeping
• Administration - Policies and Procedures manuals
• Financial Planning

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Cashflow

Survival in today’s business climate requires you to spend time working “on” your business rather than “in” your business. Do you have the cashflow
required to pay monthly expenses, taxes and business growth.

Cashflow management is critical and one of the main reasons small to medium businesses fail, can your payments terms be improved, how do you manage seasonal trade and traditional slow periods?

 

Our services to improve and focus on cashflow:

• Set up a working cashflow budget
• Business monitoring
• Review of business practices to address bottlenecks in cashflow

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Asset Protection

Do you have peace of mind knowing your hard earned assets will be dealt with in the manner you would choose?

For business owners, do you have funding mechanisms in place if you need to pay out a business partner in the event of death?

Do you have written agreements between business partners?

Does your current business structure protect your personal assets?

Is your family protected in the event of any traumatic event or loss of income?

• Analysis of current structures
• Strategic planning
• Personal and business financial planning and estate planning

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Compliance

Quality is long remembered after the price is forgotten!

Our focus and delivery at Synergy is to ensure we provide quality proactive advice not reactive transaction advice. Our preparation of tax returns, financials, general accounting, audits and dealing with the ATO is to ensure we provide you with the best quality advice around your needs and those within the law.

 

Our services to ensure you are compliant are:

• Income tax returns
• Preparation of annual financial statements
• Preparation of interim financial statements
• Corporate affairs including all changes and updates with ASIC
• Business set up and registration
• Attending to statutory requirements (eg, payroll tax, workcover)
• General accounting
• Self Managed Super Funds accounting and Audit.
• Financial Planning

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Succession

Is your business a saleable asset and have you considered succession?

Do you know how to value your business?

Is your business a family business and need a clear succession plan?

The value of a business can be profitability, recurring income, goodwill for example. It’s important to establish your measure of value and enhance growth to drive value up

Planning for succession should be established early in a businesses life.

 

Our services to plan for succession are:

Business planning and financial planning
Succession planning
Business Valuation