THE BUSINESS OWNERS

“HOW DO I MAKE THE BUSINESS WORK FOR ME, AND HOW DO I BALANCE BUSINESS AND PERSONAL FINANCES?”

Whilst we can happily look after the day to day accounting and taxation needs of you and your business, we do our best work when we are more closely involved with you on a regular basis.

We believe that personal and business finances are inextricably linked, and we can help you manage your affairs so that neither aspect is neglected at the expense of the other.We know that most business owners find it difficult to separate themselves from their business, after all we’re in small business ourselves.

Your initial consultation is at our expense, it costs you nothing to come and have a chat. We’ll shout the coffee while we discuss and discover if and how we can work together.

Our Innovus Business Owners package has been designed for you.

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WHAT YOU WILL GET OUT OF IT

A clear picture of where you are now, giving you confidence and peace of mind

A review of your business structure to ensure personal financial obligations are being met, including wages, tax and Superannuation

Review of your business overall to ensure that everything is set up correctly

A plan to ensure that you are paying yourself properly while working in your business

Strategies for investing in your business, whether that is through property, expansion or investment in equipment

Financial scenario modelling

A plan to prepare for life after business

WHAT WILL WE DO?

Conduct an in-depth analysis of your business set up, expenses, cash flows and prepare projections of your business finances.

Make recommendations as to how your business needs to change or grow to reach your ultimate aims.

Review your business to ensure that all aspects are compliant, from payroll to insurances, from Tax Lodgements to ASIC requirements.

A complete audit of your financial and payment processes and recommendations around how these could be improved.

Review of your current accounting software and recommendations for change where appropriate.

Recommend appropriate business structures in alignment with best practice and your ongoing goals.

Simplify your financial affairs wherever possible so you have less to worry about.

Assess your current business property in terms of ownership structure, tax benefits etc.

Check in with you to keep you accountable and make sure you are on track

WHAT'S INCLUDED FOR YOU

30 Minute No Cost Obligation Free Chat

60-75 Minute Consultation
(in person or online)

Assistance with putting our recommendations into practice – from business structures to buying commercial property.

Free Questions with our team any time you like for 12 months

Unlimited email Access to our financial planning team

Access to our library of educational videos

Preparation of BAS Statements and Annual Tax Returns as required by the business.

Preparation of annual financial statements required.

Your affairs are very complex, with the combination of business and personal finances.

In short, it is difficult to provide a definitive fee. See our pricing page for more details, or speak to our team about a more specific quote just for you.

SO YOU’RE READY TO GET STARTED? US TOO!

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I didn’t know where to start, I just knew I needed to do something. Paul and the team at Innovus advice were great and explained everything to me so I had a better idea of what my future could look like. It gave me great peace of mind.

– Melissa, Single No Kids

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