Leader Accountancy provide wide range of accounting service to our clients. Areas included are
:
1. Client Care Package
2. Business Start-Up / Establishment
3. Annual Business Services
4. Business Improvement Services
5. Personal Services & Wealth Creation
6. Business Succession & Sale
Click here to see Menu of Service…
|
Service Type |
Services Included |
|
Client Care Package |
Weekly “2 minutes with Leader Acountancy e-mails” and Special e-mail Bulletins |
| Accessibility for advice 24/7 | |
| Review of your Bank Loans and advice about possible restructuring | |
| Review of your personal Insurance requirements | |
|
Business Start-Up / Establishment
|
Business Structure & Asset Protection Advice |
| Business Structure Establishment – Company / Trust / Super Fund Establishment | |
| Due Diligence Review (of business to be purchased) | |
| Business Start Up Advice, including Cash Flow Forecast & Tax Estimates | |
| Tax Registrations – TFN / ABN / GST | |
| Computer Accounting Set Up and Training | |
|
Annual Business Services |
Business Activity Statement (BAS) Preparation (Quarterly) |
| Financial Statements | |
| Income Tax Returns | |
| Tax Planning Review | |
| Fringe Benefits Tax | |
| Business Needs Review | |
| Corporate Secretarial | |
| SMSF Administration & Audit | |
|
Business Improvement Services
|
Review of your current Business Structure (Asset Protection, tax) |
| Cash Flow Forecasts & Budget Preparation | |
| Key Performance Indicator (KPI) Report | |
| Quarterly / Monthly Profit Plan Review Report (Actual -v- Budget) | |
| Quarterly / Monthly Business Enhancement Meetings | |
| Strategies to improve your Business | |
| Annual Business Succession Plan Update | |
| Detailed Annual Business Performance Review | |
|
Personal Services & Wealth Creation
|
Individual Tax Return Preparation |
| Personal Needs Review | |
| Salary Packaging Advice | |
| Financial Planning Advice * | |
| Superannuation | |
| Investments in Managed Funds and Shares | |
| Retirement Planning | |
| Estate Planning – Wills & Powers of Attorney | |
| Home & Investment Loans & Leasing | |
| Personal Insurances | |
| Wealth “Lifestyle Plan” | |
|
Business Succession & Sale |
Business Valuation Report |
| Business Succession Plan | |
| Business Sale Preparation | |
| Information Memorandum (for sale of business) | |
| Post Sale Review |
* 2012 Leader Accountancy is a Member of Count Wealth Accountants®, ABN 75 591 568 515.
AFS Licence Number 227232. ‘Count’ and ‘Count Wealth Accountants®’ are trading names of Count Financial Limited.
How to order?
Simply full up this form and send it to jerry@leaderaccountancy.com.au. One of our accountant will contact you within two working days after review you request. Or, simply full up the form on the right, we will get back to you on the same day!