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SOLUTIONS TO SUIT WHERE YOUR BUSINESS IS RIGHT NOW

Every business sits somewhere on the journey — from staying compliant, to getting finance-ready, to preparing for sale.

Choose the stage that best describes where you are today and let’s map your next move together.

🔴 ATO READY

Best for:
Business owners who just want to stay out of ATO trouble, get their tax done right, and keep the books in order without overcomplicating things.

What you will get:

Income Tax Return (Company, Trust or Sole Trader);
Monthly or Quarterly BAS lodgements;
Support with ATO notices or queries.

Ideal if:

You’ve got a bookkeeper or manage your own books via Xero, QuickBooks or MYOB;
You just need your numbers cleaned up and lodged correctly;
You want peace of mind that you’re fully compliant.

💼 Book your ATO Ready Call for $79

Get clarity and confidence before you lodge.
Review your records, obligations, and next steps with a tax specialist.

Before we meet - here are some handy information to help you stay on top of your compliance, complimentary for you to download.

FY2025 Tax Plan and Reporting Checklist

🟡 BANK READY

Best for:

Business owners preparing to refinance, apply for a loan, or strengthen their financial position with clean and credible reports.

What you will get:

Income Tax Return (Company, Trust or Sole Trader);
Monthly or Quarterly BAS lodgements;
Lender-ready financial statements.

Ideal if:

You’re planning a refinance or loan renewal soon
You need your reports lender-ready with accountant’s notes
You want better visibility of your business’s true financial health

🏦 Start Your $99 Strategy Session

Present your business with confidence.
Prepare the reports and insights banks look for before approving finance.

Business owners' personal tax numbers are just as important as the businesses, be sure you run through the below checklist for your personal tax.

Maximise and Save - Business owners personal tax reporting FY2025

🟢 BUSINESS BROKER READY

Best for:

Owners who want to build a business that’s ready to sell, scale, or step back from.

Perfect for those thinking 12–36 months ahead and wanting strong financials, clear cashflow, and value-driving strategies.

What you will get:

Review of Profit & Loss, Balance Sheet, and Cashflow (past 24 months);
Budget for the next 18-24 months;
Value driver checklist and growth action plan; and
Quarterly review sessions to track progress.

Ideal if:

You're planning to sell or scale within the next 2-3 years;
You want to increase profit and reduce dependency on you;
You want to understand what makes your business more valuable.

👉 Start Your $299 Strategy Session

Meanwhile you might find the following downloads useful:

* Why you need a tax accountant when selling your business

Got a Business situation and
unsure how to tackle it?

Our interactive workshop
Transforming Business - Q&A
is here to help.

Click here to find out more