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03 9727 1277 






Shop 4/91 Brice Avenue

Mooroolbark, Vic 3138 



Establishing a Business

  • Company
  • Trust– Discretionary & Unit
  • Partnership
  • Sole Trader



  • How each of the above is structured including different obligations
  • GST/Australian Business Number (ABN)
  • PAYG Withholding or Instalments – what are they?
  • Staffing and your responsibilities    Employing Staff incl Family Members
  • Profit & Loss Statements
  • Balance Sheets
  • How to Budget – Cashflow
  • What does Breakeven or Benchmark mean and how can understanding these help your decision making?
  • When you can afford to purchase an essential asset?
  • What you need to do in planning your retirement – will you have enough to have a comfortable lifestyle if you are relying on selling your business only?
  • Capital Gains Tax upon the sale of your Business
  • Different ways tax can assist you in creating your personal wealth & growing your business at the same time




  • Let us take this tedious task off you to free your time doing what you want
  • We assist you in compliance & taking away the stress
  • With access to your bank account, we can even pay your staff wages, Creditors & BAS for you, so you can concentrate on running your business – doing what you’re best at.
  • Able to produce reports to help you throughout the year, rather than at the end
  • Fixing errors or problems ‘as you go’, so you can learn about your business
  • XERO, MYOB, Cashflow Manager software



  • Motor Vehicle Financing – we offer fleet discount
  • Asset Financing



  • Where do you start?
  • How to stay ahead of your competitors
  • How contactable are you to your clients?
  • Using social media – take a look at our package
  • Marketing towards your niche clients
  • The costs to ‘get you started’
  • What not to waste your money on – what doesn’t work for your business



  • Life Insurance
  • Temporary or Permanent Disability Insurance
  • Income Protection Insurance - If a Sole Trader or in a Partnership, is a ‘must have’ – you cannot have Workcover
  • Key Person Insurance – what is this & how does it work?
  • Audit Insurance – we will take care of the tax audit from start to finish including the cost of our fees
  • Workcover? Does this include Sub Contractors?
  • Public Liability Insurance – a must have
  • Professional Indemnity Insurance – what does this cover you for?
  • Tools Insurance