BUSINESS ADVISORY

From advice on start up, to ongoing business support, to succession planning, we can help you with business advice at any stage. We include regular advice as part of your fixed fee package, and you can alter how often we meet to suit your needs. More info here.

When it comes to running your business, we’ve got your back

We like to create long term partnerships with our business clients so we can help them as their business grows and flourishes. An ongoing advisory relationship will help maximise the potential of your business, because we can help you identify and plan for potential risks, and teach you how to create forecasts and budgets so you have concrete goals to work for.

Business Establishment

Have a business idea? Not sure how to start? We’ll help you set up your business and you’ll be up and running in no time at all. Our services include advising on an appropriate business structure, helping you meet registration requirements and providing support while you select and install your accounting software.

Business Consulting

As your business expands we’ll show you how to maximise your cashflow and reach the targets you’ve set for yourself, be they sales, profit or another milestone that’s important to you.

Our fixed price packages include several alternatives for scheduled meetings, phone calls and progress reports, so you can tailor how often we engage with you in a way that suits your business and budget.

We don’t just email reports to you. Instead we help you make sense of the numbers and do all they can to give you the knowledge and power to give your business the best chance of success.

Business Succession

When it’s time to move on, either via sale or passing the reins to the next generation, we explain and implement tax effective strategies according to your chosen succession plan.

If you’re thinking of the future of your business, come to us now and start planning. Preparing a business for sale or reassignment of ownership takes time and must be done correctly to make sure it has the best chance of success going forward. The earlier you start thinking about it, the smoother the transition when the time comes.

Want to know more? Contact us and we can talk through your options.



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Preferred accounting systems

PB Accountants recommend Quickbooks Online (QBO) and XERO (both cloud based). We’ve had plenty of experience with both packages-- and believe that (except in rare cases) one or other of these will be the best accounting system for our clients.

Need help choosing an accounting system? Just get in touch with Michael and he’ll help you decide.

Switching to us (it’s easy!)

If you decide you’d like us to take over your accounting, we will contact your old accountants on your behalf and ask them to forward all your information to us. We’ll also notify the Australian Taxation Office of the change. Done.

It’s your choice

While we use and recommend Xero and Quickbooks Online, we’re happy to work with any accounting package you choose. After all, it’s you and your business we’re here to support.

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Want to find out more about PB Accountants and Advisory and what we can do for you? Contact Michael by phone or email.

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