We establish one-on-one relationships, so that we can provide the perfect financial solution for your needs.
CLOUD-BASED ACCOUNTING
TAX ADVISORY
BOOKKEEPING
ESTATE PLANNING
BUSINESS START-UP
MANAGEMENT ACCOUNTING
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Lifetime Accountants and Advisers
Ready to find out what Lifetime Accountants can do for you or your business?
We want to ensure that we know you and your business inside-out so that we can tailor our advice and strategies to help you achieve your dreams! Our priority is meeting you where you are at, so we offer flexibility with payments. Choose lump sum or monthly payments depending on your unique situation and requirements. For more information on payment options, please contact our office.
In addition to offering the full suite of accounting and tax services, we also have several business advisors who are skilled in business setup, business continuity and growth, and succession.
Check out our service packages, below, then book your free Discovery Session with us to find out more.
SERVICE PLANS
Prepare annual accounts
Preparation of business tax returns and related individual tax returns
Bi Annual meeting to do planning and recommendations
Preparation of Cashflow Forecast
Business Health check
ATO Benchmark review
Business Insurance review
Loan & Finance review
+ PLUS
Additional meeting during the year
Regular newsletters
Regular reminders and alerts
This package includes everything that is in the Essentials package, plus the following:
Quarterly preparation and lodgment of BAS (if no arrangement already in place)
Review of Interim accounts and tax planning before 30 June
Bi-Annual Business Health check
Bi annual Strategic planning session
Valuation of business
Management meetings each quarter
Annual preparation of PAYG Payment summaries
Quarterly KPI Dashboard
+PLUS
Unlimited general advice*
This package includes everything in the Advance Package, plus the following:
Budgeting, management accounting and projections
Monthly management accounts
Monthly KPI dashboard and cashflow analysis
Quarterly strategic planning meetings
Business systems and structure review
+PLUS
Unlimited tailored advice
*Tailored advice may attract additional fees. All extra costs will be presented for client approval prior to commencement of work.
MORE OPTIONS
Our Rental Service Solutions are perfect for property investors. We can take care of all the essential financials to ensure your investment is tax-effective and compliant with property tax laws.
Get in touch with the office today, on 1300 283 795.
Looking to retire, or planning for your life after business ownership? We can help with that too - ask about our Lifetime Retirement Plans.
Call our office today, on 1300 283 795.
Looking for something more specialised?
We’re passionate about tailoring our solutions to fit you. If these packages don’t match your needs, we can provide a customised solution that is specific to your requirements.
Call our office today, on 1300 283 795.
If you would like more information about any of our Service Plans...