What’s included

Our business advice and tax planning support can cover the key areas that help you stay informed and plan ahead.

  • Business structure advice
  • Director salary and dividend planning
  • Corporation tax planning
  • Personal tax planning
  • Year-end tax planning
  • Profit extraction advice
  • Cash flow support
    Management information
  • Business performance review
  • Accounting process improvements
  • Xero and bookkeeping review
  • Planning for future tax payments

Who this is for

This service is suitable for business owners who want more than a once-a-year accountant and would value practical support throughout the year.

  • Business owners wanting clearer financial information
  • Businesses wanting proactive tax planning
  • Businesses using Xero or cloud accounting
  • Business owners wanting to understand cash flow and tax better


More than generic reports

Good advice should be clear, relevant and useful. We focus on practical points that matter to small business owners.

That might include how much tax to set aside, whether your salary and dividend mix still makes sense, how profitable the business is, whether cash flow is becoming tight or how bookkeeping processes can be improved.

Rather than only looking backwards, we aim to help you plan ahead and make informed decisions throughout the year.

Practical tax planning

We help you understand your tax position and consider planning points before deadlines arrive.

Clearer financial information

We help you make better use of your accounts, bookkeeping and Xero information.

Better decisions

We focus on advice that is practical, relevant and useful for your business.


How it works

1. Understand your goals

We start by understanding your business, what you want to achieve and where you feel unsure about the numbers.

2. Review the information

We review your accounts, bookkeeping records, tax position or Xero reports depending on the support needed.

3. Identify practical points

We highlight useful planning points, risks or improvements in plain English.

4. Help you plan ahead

We help you look forward, understand upcoming tax liabilities and make better-informed business decisions.


Want more proactive accounting support?

If you want an accountant who helps you understand your numbers and plan ahead, not just file accounts and tax returns, get in touch today.

Tell us about your business and what you want to improve, and we’ll come back to you with the next steps.