Julie Dixon

Our Philosophy

From compliance to consulting we have a commitment to understanding our clients’ needs and assisting them to meet those needs. To be accessible and recognise that clients’ needs often extend outside regular business hours. We strive to give a professional and personalised accounting service.

History of Firm

Julie Dixon established the business in 1985 to provide accounting, taxation and bookkeeping services to small business.

Julie is a Fellow Professional Member of the National Institute of Accountants and registered Tax Agent.

Julie commenced her career working for a medium size accounting firm in the area of taxation, accounting, small audits, superannuation and liquidation.

The introduction of GST and ongoing changes in taxation legislation together with strong client referrals has seen the firm experience consistent growth. We now service a diverse range of clients including individuals, small and medium sized businesses with owners from a range of industry sectors.

The practice offers specialised advice and is small enough to guarantee personal service to our clients.

The requirements of business, finance and taxation are forever changing and increasing in complexity. Our response to our clients’ need is to offer a complete range of accounting, taxation, financial, bookkeeping and business advisory services.

We strive to maintain the standards and professionalism that have led clients to refer us to their friends, family and small business colleagues.

We thank you for your trust.

Services

Starting Or Buying A Business

Starting or buying a business necessitates risk, research, passion and planning. Just like a game of chess, to succeed you need to make the right opening moves.

The harsh reality is that enthusiasm, money, talent or a great idea is not enough to guarantee success in business.

There is an old saying, ‘people don’t plan to fail, they just fail to plan.’ This is both valuable advice and a warning for people intending to start a business.

Recession Proof Your Business

Introduction

Just as evolution in animals dictates that only the fittest survive, in a recession it is generally survival of the smartest.

In this country we seem to have a recession-­like economy happening every seven to nine years and almost 75,000 Australian businesses were wiped out in the last downturn. To survive business owners must find a way to plan their way past potential threats including higher interest rates and fuel prices plus declining consumer confidence.

In recessionary times business owners must strike a delicate balance between pessimism and optimism, ensuring expectations are realistic but not giving up on growth. Smart business owners know that a recession presents an opportunity and it’s time to spend more time working ON your business rather than IN it.

Management Consulting Services

Assessing the performance of all aspects of your business is an integral part of effective management and your business’ ongoing success.

Using our experience and some Key Performance Indicators we measure and monitor vital aspects of your business.

Irrespective of the size of your business, we can implement management accounting procedures to ensure a flow of regular, meaningful financial reports. The preparation of budgets, forecasts and cashflow projections ensures your business strategies are kept on track. Once completed they enable assessment of current performance against your management plans. The results can then be used to make decisions on marketing, pricing, organisational structure, overheads and capital investment.

The information we provide is of real value to business owners and is designed to provide a springboard for further action. We review the reports and discuss the strategic options for the future of your business.

Accounting, Taxation & GST

Australian Tax Law is complex and constantly changing. In addition, the GST environment places considerable emphasis on compliance and lodgement deadlines. Our team members undertake extensive training to keep abreast of developments and we provide a comprehensive accounting and taxation service to assist both individuals and business owners with their compliance obligations.

​A significant part of our strategy is to provide clients with timely and accurate advice on tax matters including legitimate tax minimisation strategies. We bring a personal approach to tax and are able to provide expert consulting advice as well as meet your compliance requirements.

Financial Planning

We see Financial Planning as a journey. From the early years when borrowings are high and savings must be carefully planned, through the accumulation years when debt levels reduce and savings capacity increases and finally into the retirement years when careful planning from the previous phases bears the fruit of financial security.

​The need for quality financial advice has never been greater.

Accounting for Trades People

Being in the trades or building industry you need an accountant who understands your business.

We appreciate the unique nature of the trades including the importance of cash flow, quotes, invoicing, job costing and scheduling, progress payments, retention and variations, tracking project profits and paying sub-contractors. This is in addition to the usual small business compliance issues of GST, BAS, PAYG and Superannuation.

Negative Gearing

What is Negative Gearing?

Negative Gearing by definition is where you borrow to acquire an investment and the interest and other tax deductible costs you incur exceed the income you receive from the investment.

While Negative Gearing is commonly associated with rental properties, it can also be applied to other types of incomeproducing investments such as shares and managed funds using what is often called ‘margin loans’. In terms of property investment, negative gearing refers to a situation where your expenses to maintain the property (including mortgage interest) exceed the rental income.

Business Coaching

Too many small business owners work too hard, for too many hours for far too little return.

As Michael Gerber points out in his book, ‘The E Myth – Why Most Businesses Don’t Work and What To Do About It’, “Most people work IN their business. The secret is NOT to work in it, it’s to work ON it so that you don’t have to work IN it”

​We are not your ‘average’ accounting firm that just ‘keeps the score’. Far from it. Rather than just have an accountant, our business clients enjoy a ‘business coach’ relationship. We work ON your business to develop a business independent of you.