Hi I’m David, let’s work together…

Do you need an accountant that does more than your books?

Of course we will work hard to make sure that you don’t pay any more tax than you have to.

As the late Kerry Packer once said “If anyone in this country doesn’t minimise their tax they want their heads read”.

But for us this is just the start. We will also work with you to make sure your business is more profitable with greater cashflow.

We will help you build a business that you love.

This is for you if…

You are not getting your goals met in your business?

We all go into business with goals that we want to achieve. Sometimes we lose track of what these are as we start getting busy. How are you going with yours? We will help you redefine your goals and then set a plan of attack to allow you to obtain your goals.

You are working hard, but it is not fulfilling you anymore?

If you have lost the spark, we will help you rekindle the passion for your buisness. We will help you rediscover the reasons why you started your business. We will help you redesign the business so it works for you, rather than you working for it.

You have a list of bucket list goals but no idea how to make it happen.

This is where we shine. We will work with you to get a better understanding of what is important to you and what you want to do in your life. We will then make this an integral part of your business plan. Every time you achieve a goal you will tick something off your bucket list. How great will business be when you know that it is helping you do all the things you dreamt of?

You are afraid of getting older and not doing the things that really make life worthwhile.

One of the worst starts to a sentence is “If only”. If only I had done that when I was younger. If only I hadn’t waited so long. One of our goals is to make sure that you don’t get to the end of your life with regrets.

You want more time with your family

This is for you if you have been in business for at least 3-5 years. Business is going ok, but you know there is more to life than what you are currently achieving. You want to spend more time with your family, doing the things that you want to do. You are willing to work hard make your dreams a reality.

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This is not for you if…

This is not for people who think they have all the answers. This is not for you if you think that no-one else can help you with your business. This is not for those who don’t keep their book work up to date.

How do we started?

All I need from you is a commitment to attend one strategy session. In this session we will go through your goals for your business, your goals for your family and your goals for yourself. Prior to the strategy session I would need you to send me the most recent financial statements that you have had prepared. From here we will start to build a plan and a vision for the future. Once we have decided on the vision, we will catch up regularly (either monthly or quarterly) to make sure you and your business are on target to achieve your goals.

What does this cost?

This is not a one size fits all approach. We will design a program that is right for you and your family. Everything will be customised for you and your business. In saying this, it is affordable for the average business owner. The price for our annual program starts at $750/month.

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