Beaumaris

3RDI IS A SPECIALIST TRANSFORMATION AND DEVELOPMENT CONSULTANCY

We are behavioural change experts empowering Organisations, Leaders and Individuals with the tools, growth mindset and practices to achieve strategic vision. We do the heavy lifting from facilitating change strategies through to implementation and coaching support. Whether you seek to create small or large scale change in your organisation, business or community or develop your leaders, teams or self, we would love to help accelerate the process.

Want to know more? Watch this short interview where we share some key insights on leading change and building resilience.

IS YOUR ORGANISATION FUTURE READY?  

Growth, innovation and big ideas don’t just happen. We bridge the gap between ideas and reality. As experts in our field, we have years of hands on experience and lessons learnt helping organisations to modernise and become ready for growth. In our experience, designing the change strategy and roadmap up front significantly reduces the risk of failure down the track.

We also help drive:

• Communicating the vision and building engagement,
• Momentum and new ways of working,
• Change readiness and culture, and
• Embedding and sustaining change.

Find out more about how we can support you to achieve your change vision below.

BUSINESS & CHANGE STRATEGIES

We facilitate high impact, interactive planning sessions to clearly articulate the Future State Vision, Strategy and implementation approach. Our approach takes into account:

• Past history, strengths and wins,
• Current challenges and pain points,
• External factors, and
• Change maturity, culture and capability.

Change Capability

Most organisations do not have internal capability to lead and manage change. By engaging one of our change specialists to support your program, we will not only bring the latest tools and practices but also share our knowledge to trouble shoot and develop your internal capability.

Getting Started

We can help you get started, build awareness and engagement so people get onboard early and help drive change. We look out for change fatigue and help you build positive and sustainable momentum.

CULTURE AND WAYS OF WORKING

One of the key success factors in implementing any transformation is the maturity and readiness of your culture. Cultivating the right environment, mindset and behaviours is essential to shaping new ways of working where people are open and willing to collaborate and take on joint ownership for enabling change.

We help assess how effective and fit your culture and structure is and identify opportunities for improvement to ensure you set the right foundations to optimise outcomes.

MINDSET & RESILIENCE   

Resilient organisations operate with a “change is the new normal” mindset. We help shift the dial by designing and facilitating tailored interventions that energise and uplift mindset and behaviour to the desired level. We collect baseline data using a range of surveys and 360 tools, including LSI/GSI and HBDI to inform our design.

To ensure learning sticks, our programs follow the 70/20/10 rule and leverage a powerful blend of behavioural change, neuroscience, positive psychology and mindfulness tools that build awareness, disrupt current behaviour and develop desired behaviour and ways of working.

WE’RE EXPERIENCED BUT WE’RE NOT COMPLACENT. WE KEEP A FINGER ON THE PULSE OF ALL THAT’S HAPPENING. WE’RE NOT STUCK IN THE PAST.

WHAT WE DO
Yes, we do accounting. But we like to think there’s something special about how we do it.

We guide you through the tough stuff.
When you feel overwhelmed and your finances are out of control we try and take the pressure off. We explain, simplify and provide workable solutions and we are ready to help.

We don’t ignore the risks your business faces.
We’re experienced but we’re not complacent. We’ve got a finger on the pulse of all that’s happening in the modern economy, using modern technologies.

We share the whole journey with you.
We’re here for you throughout the whole business journey. We take the time to learn your business inside and out. From startup to exit, we’re your partner.

Doing your taxes isn’t your idea of fun.
That’s why we’re here. Your situation could be complicated, but we work hard to make sure it’s simple for you.

We give the advice you need.
It’s as simple as that. We’ve got a track record you can trust – you’ll know you’re in safe hands the moment you shake one of ours.

Your business is important. So we make it our priority.
Your business is your number one priority. You’re not a little fish in a big accounting firm. We give you the attention that you need to grow and thrive.

SEE ALL SERVICES

RETIREMENT PLANNING
You may not like to think about it, but it’s inevitable that one day you will leave your business. Whether you decide

FINANCE
Do you have Finance or Leasing Requirements? Mead Partners wants to ensure that we continue to provide high quality financial services to our clients,

ASSET PROTECTION
Is it time to think about it? Do you have the required level of personal insurances in place? Have you had your current insurance reviewed

OUR TOOL: ELEMENTARY
Understanding your business story should be ELEMENTARY; a simplified way of analysing your business’s financial accounts and performance over a period of time. ELEMENTARY

BOOKKEEPING
MP Professional Bookkeeping is a dedicated bookkeeping business, and a division of Mead Partners that specialises in bookkeeping services and managing your business’ books.

BUSINESS ADVISORY
We know your business. Whether it’s been running for 20 years, or isn’t running yet at all – is never simple. But understanding it should

BUYING A BUSINESS
Are you looking to purchase a business? Making the decision to purchase a business is a major financial step and needs to be very

TAXATION
Doing your taxes isn’t your idea of fun. Let us do the hard work for you. Your situation could be complicated, but we work

We are a Melbourne based audit and assurance business, committed to building long-term relationships with our clients.

Our focus is on the SME, NFP and AFSL markets.

We specialize in assurance
By being a specialized assurance provider we are experts in all aspects of audit, Australian compliance and regulatory requirements.

True client partnership
We focus on building long-term relationships with our clients in order to become a true partner in their business.

Financial Analysis
We employ a number of automated, data centric tools to provide in depth analysis of our client’s financial records.

About us
We have been servicing the Australian market for almost 20 years, and have a deep understanding of local compliance matters.

Our team is made up of Australian qualified Chartered Accountants, ASIC Registered Company Auditors and Federal Government Registered Organisation Registered Auditors.

We do not outsource or offshore any part of our work – with all our engagements, data and systems housed in Australia.

We specialise in the audit of SME businesses, Not-For-Profit organisations (ACNC, Companies Limited by Guarantee and Incorporated Associations) and ASIC AFS licensees.

We use a number of automated systems, including the use of Artificial Intelligence, to conduct our audit and process improvement engagements. These tools provide our clients with access to tools typically only available to Big Four firms, but allowing our client direct access to partners.

We are extremely passionate about improving our client’s processes and becoming a partner in their compliance and governance processes.

If this may be of benefit, please contact us. We would love to work with you to improve your business.

If you need any assistance with your auditing or assurance needs, we would love to hear from you.

Services

• Accounting
• Taxation
• Superannuation
• Financial Planning
• Mortgage Finance

Established in 2012, practice has been involved with clients of many industries. Halifax Accountants & Tax Agents is one of Melbourne’s leading firms in the areas of Accounting services, Forensic Accounting, Tax, Superannuation & Financial Planning encompassing all structures including Australian & International companies & Individuals, audit, back office services, Corporate compliance and your ASIC requirement needs. Halifax BC also provides litigation support & business networking options.

Halifax Accountants & Tax Agents is a dynamic and innovative team. We keep all our staff up to date with the latest professional requirements in relation to taxation, accounting and compliance, allowing us to provide comprehensive advice.

Superannuation

Family Superannuation (SMSF) Compliance Package

Halifax has established a package of servcies that will fullfil all of the requirements for managing a complying self managed superannuation fund. Some of the services that can provided within Halifax include:

• Fund and Trust Establishment (See our Fund Establishment Package)
• Superannuation Compliance Services
  • Draft Minutes and Supporting Documentation
  • Draft Investment Strategies
• Technical Consulting Services
• Superannuation Administration
• Account Preparation and Reporting
  • Financial Statements
  • Member Benefit Statements
  • Trustee Annual Report to Members
• Allocated and Complying Pensions
• Actuarial Services
• Taxation Planning, Compliance and Return Lodgement
• ATO Relationship Management
• Fund Audits

Administration and Auditing start from $1,200 (inclusive of GST).

Accounting

• Preparation of periodic and annual Accounts
• Dealing with banking and commercial documentation
• Maintenance of accounting books and records
• Advice of financial management
• Business advice
• Business planning
• Budgeting and cash flow analysis
• Payroll services
• Computer Accounting
• BankLink Advice

Corporate Secretarial Office

• Act as a registered office
• Conduct Company Searches
• Register Business Names
• Register Companies and trusts
• Obtaining Shelf companies
• Structure formation advice
• Maintenance of company statutory records
• Assistance with meetings of directors and shareholders
• Lodgment of statutory documents
• General advice on corporate affairs matters

Bookkeeping

The bookkeeping services offered by the group are presented to clients in a flexible package so that the right solution can be developed for each individual client.  Services can be performed in house or off site.

Some of the services include:

• MYOB/Quickbook Set up
• Training
• Data Entry
• Accounts Payable/Receivable Management
• Financial Reporting
• GST/BAS Compliance
• Staff Supervision
• Systems Review
• Payroll Set up and compliance
• Inventory set up and reporting

Business Services

Business Process Outsourcing & Supplier Selection

Assists in defining business activities and evaluates whether an outsource solution is a viable alternative for those which are non-core. Develop resource strategies and financial modelling for the alternatives.

Compliance Advisory Services

Create a cost-effective compliance framework that integrates compliance with primary business functions to minimise regulatory and reputation risk.

Financial Management

Provides advice on all aspects of management accounting and financial management infrastructure, including budgeting, process reviews, reporting and finance function. Minimising risk from a corporate governance perspective and enables it to use information as a strategic tool to support decision making.

Performance Measurement

Advises companies how to measure the achievement of key result areas through aligning corporate, business unit and individual performance indicators.

Coaching and Mentoring

Provide professional support and guidance to business owners assisting them develop their key skills to operate their businesses with greater effect.

Estate Planning

Although considerable emphasis is placed on wealth creation and protection, another vital aspect of your overall financial strategic development is how your wealth will be distributed after your death.

Estate planning is the process of planning what to do after death to ensure your wishes are carried out that the right assets get into the right hands at the right time thus reducing risk and potential unpleasantness for surviving family members and friends.

A Halifax adviser can help you recognise and identify the objectives and goals of your estate plan and  in conjunction with a qualified solicitor and/or an accountant to prepare a proper estate plan for you. Some of the issues covered will include:

• The need for a valid Will
• Power of Attorney
• Enduring Power of Attorney
• Testamentary Trusts
• Estate Planning Trusts
• Guardianships
• The passing of non-estate assets such as superannuation and life insurance proceeds.

Finance

Halifax has access to independent finance brokers and relationships with Banks, specialising in the provision of tailored personal and commercial finance Solutions.

Tax

The continuing wave of development and changes in the taxation environment has made it difficult for many organisations and indeed individuals to undertake the task of taxation compliance on their own. This has resulted in increased costs, reduced efficiency and little added value.

At Halifax our approach is to help clients respond to these pressures by tailoring quality solutions to your tax compliance needs.

To accomplish this, we focus on the three most important facets of your organisation — people, technology and processes. We can provide you with:

• peak load resourcing or specialist skills from our dedicated tax compliance professionals;
• increased productivity and time savings through leading-edge technologies;
• maximised value for your tax function by implementing streamlined processes.

Our Taxation Services

• General Tax Advice
• Tax Planning
• Tax Audits
• Payroll Taxes & Work cover
• GST & PAYG
• Capital Gains Tax
• Fringe Benefit Tax
• Superannuation Compliance
• Preparation of Individual and Company returns
• Tax structure advice

Accounting & Business Management

Services I Offer

Taxation

10 years in tax preparation in the U.S. Our goal is to minimize your tax liability while ensuring that all returns are processed accurately in a timely manner. We managed tax payments and provide tax planning as well.

We specialized in individual, corporate, partnerships, gifts, estate and nonprofit tax returns.

As U.S tax agents we can handle all your tax matters with the Internal Revenue Service with little inconvenience to you. Ranging from tax resolution, negotiations with the IRS to solve back tax issues to creating new business structures and more.

*Prices vary based on complexity and time required.  Individuals and corporations will be given a quote prior to starting the work.

Payroll

Think of us as your offsite payroll department with online reporting and payroll access. We provide payroll services to small businesses accurately and in a timely manner.

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Services include:

• EFT of salary and wages
• Payroll processing, reporting & remittance
• Web/online based timesheets
• Mailed or emailed secured payslips
• Payment summaries
• PAYG remittance
• End of year processing
• Payroll declaration to ATO
• Maintaining employee master file

*Prices vary based on volume.

Project/Business management

Our services in this area include all aspects of business management activity that is carried out in the course of running a project or a business such as controlling, leading, monitoring, organizing and planning.

Our objective here is to maximize your profit margin on all projects, thereby minimize costs and ensure accountability for revenues.

*Prices are determined based on individual projects.

Billing/Invoicing

We provide electronic or manual billing for small businesses. Billing statements and invoices are sent via mail or online based on clients’ preference.​

We use Quickbooks’ invoicing system and MYOB M-Powered services for fast, secured and accurate payment processing.

*Prices vary based upon volume.

Bookkeeping

Our services include:

• General bookkeeping using MYOB and/or Quickbooks accounting packages.
• Monthly bank reconciliations
• Monthly financial reporting
• Year-end processing
• Year-end closeout for tax preparation
• And more…..

US Tax Preparation Services

Our services include:

• General bookkeeping using MYOB and/or Quickbooks accounting packages.
• Monthly bank reconciliations
• Monthly financial reporting
• Year-end processing
• Year-end closeout for tax preparation
• And more…..

Professional Experience

Yolley Thomas-Kalos is an accountant who combines extensive experience with a wide range of abilities. Working in Los Angeles for 20 yrs her engagements included offering services to a diverse spectrum of clients from individual needs, independent contractors, business owners, small to medium-sized companies, nonprofit organizations as well as various artists and musicians from the entertainment industry.  In addition, she’s been working in Accounting / Finance in Australia for 13 years.

Well equipped with a Masters in
Business Administration, a degree in Accounting and a registered and licensed tax agent, Yolley is able to provide the ideal accounting package which includes a versatility with MYOB and Quickbooks’ accounting packages software.

Offering a positive and enthusiastic approach, Yolley’s track record and the various testimonies to her work ethic affirm her abilities to provide personalized service while simultaneously being reliable and efficient.  With an academic history of Business Management /Administration theory in the United States Yolley has gained substantial skills in understanding private and public institutions.

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Additionally, her postgraduate work in Business and Accounting aptly demonstrate the knowledge and abilities required to work with information sets, data, information theory and statistics at institutional levels.  With a wealth of experience and having worked internationally with a diverse range of people, cultures and backgrounds, Yolley’s qualifications have been to put to excellent use both in the US and Australia.

Who we are

If you choose to be plan-managed, look no further.  We’re the answer you’ve been looking for. YTKNCO, a small accounting and tax organization, is extending its services to include NDIS Plan Managing.

How does it work?

A Plan Manager is funded in your plan and must be an NDIS registered provider. They claim directly from the budgets in your plan to pay your providers on your behalf.

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If you choose US as your Plan Manager, we will:

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• Pay your providers timely for the supports you purchased
• Help you keep track of your funds
• Take care of financial reporting for you
• We can also help you choose your providers. depending on your circumstances

For many years we have provided experienced and dedicated service to our valued clients in areas of taxation, accounting and business services.

With decades of experience across many industries, we are here to provide you with strategies and planning tools , that not only comply with current laws , but help you grow your business and wealth.

From small business operators and investors , to large and more complicated business operators , we are here to assist and guide your personal and business taxation affairs in the right direction. Our valued service also extends to , superannuation SMSF , audits, business services , accounting and bookkeeping services , for individuals ,sole traders, partnerships, trusts , superfunds and company structures.

PLEASE feel free to contact our offices, to discuss your taxation and extended service needs.

Services
Business Services
Taxation Services
Quick Tax Return Service
Accounting Services
Superannuation
Audit Services
ASIC & Company

Business Services

Getting the right advice is always the most important thing for anyone either starting a new business or growing an existing business.

At T.H. White & Co we have an exceptional depth of technical and commercial experience.

Providing you with the best advice, is our benchmark.

Our core services include:

• Business Planning
• Advice relating to the tax consequences of business acquisitions and disposals
• Accounting systems to enhance your business and financial reporting requirements
• Strategic tax planning
• Share and business valuation
• Cash flow forecasting and planning
• Capital Gains Tax advice and planning

Taxation Services

 The Australian tax laws are complex, making the compliance and lodgment requirements for individuals, partnerships, companies, trusts and superannuation funds (SMSF) onerous and exacting.

At T H White & Co our staff continuously keep updated with new legislation and developments in all areas of taxation, enabling us to  provide the best advice and solutions possible.

Our particular focus is to advise on the best structure, not only through which to conduct the business, but to minimize the taxation obligations legally.

Our depth of experience and knowledge enables us to provide tax solutions that work, for all types of taxpayers.

Quick Tax Return Service
Tax on the RunTax On The Run for Quick Tax Returns
“TAX ON THE RUN” is a division of TH White & Co which joined forces back in 2009.

We provide you with an on the spot, quick and efficient same day service, you can come in have your Tax Return completed and know it will be lodged that same day. (Of course that relies on you having everything we need.)

Payment is due at the end of the appointment but if this is difficult, we also offer you a fee from refund service for a small additional fee.

We offer you an after hour’s service by appointment if you cannot make it into the office during normal business hours with most days being open until 6:30pm.

If it’s still too hard to make it in, a new service is available, whereby you email your information to our office and we process your tax return as soon as possible and can email it to you for signing. Once signed, you can scan and email, post or drop in so we can lodge it on your behalf.

About Rubin Partners Pty Ltd

AT A GLANCE

• Tax planning & problem solving
• Taxation services
• Taxation consultants
• We understand each client’s personal situation
• Qualified and professional staff

Our mission is to give you the best customer service.

The team of specialists at Rubin Partners is dedicated to helping you achieve your financial goals, streamline your business operations and manage your future prospects.

About Us:

For two decades, the firm has been working with individuals, partnerships, joint ventures, companies and trusts throughout Australia and internationally.

Rubin Partners Pty Ltd offers a full spectrum of services including structuring, tax planning, budgeting, loan applications, company compliance, superfund maintenance, liaison with legal counsel, appropriate software advice and support, or just preparing your tax return.

Taxation Services:

• Tax Planning & Problem Solving
• Income Tax Returns Preparation & Lodgement
• Individuals & Partnerships
• Joint Ventures
• Companies
• Trusts
• Superannuation Funds
• GST
• Fringe Benefits Tax
• PAYG

Accounting Services:

• Budget & Cash Flow Preparation
• Business Valuations
• Management Accounting
• Performance Monitoring
• Business Planning Business
• Health Assessments
• Loan Submissions

Tax & Accounting Services in St Kilda, Melbourne
Rubin Partners was established in 1989 to deliver comprehensive and boutique tax and accounting services to a broad range of clients.

We have since expanded the business, and provide Financial and Lending Solutions through Rubin Partners Financial Solutions Pty Ltd and Rubin Partners Lending Solutions Pty Ltd.

Our expertise includes Trusts. Partnerships, Companies, Joint Ventures, Individual Tax Returns, Complex Business Structures, and Self Managed Superannuation Funds. Rubin Partners is dedicated to treat your financial well being as a whole, and steer you in the most appropriate direction for your personal and business situation.

Our Services
Rubin Partners understands the demands that individuals, sole traders and larger businesses face in order to keep up-to-date with the seemingly never ending returns and statements required. Our qualified staff prepare all income tax returns, financial statements and activity statements with care and precision to ensure clients are receiving quality results and tax advice. Running a business or engaging in full time employment takes up a lot of precious time, so it is important to identify and use a trusted accountant to work with you through the life cycle of your business or your career.

Accounting Services and Income Tax Returns
We believe accounting services should be straight forward and stress-free. By providing cutting edge accounting, taxation and financial solutions, our team at Rubin Partners will work with you to understand your needs and help you achieve your goals. Our approach will make it easier for you to manage your cash flow and meet your tax obligations.

Income Tax Returns can be complex and there are tax deductions and expense claims which are permissible, but of which you may not be aware. We can help you minimise the tax payable, and potentially increase your tax refund, while making sure your tax return is lodged on time.

We understand that Fiscal compliance is of the upmost importance, however, we at Rubin Partners also believe in offering additional input regarding management support for all levels of your business and personal situations.

Our expertise includes the following:

• Personal & Business Tax Returns
• Annual Reporting
• Business and Tax Advisory Services
• Management of ATO Correspondence
• Self-Managed Superannuation Funds
• Investment properties – tax and negative gearing
• HELP (higher education loans) debts
• Superannuation
• Estate Returns and Financial Statements
• Business Valuations
• Interim Management Accounts and Reporting
• Testamentary Trusts

Rubin Partners would welcome the opportunity to discuss how our accounting services can help ensure your tax obligations and compliance is properly and professionally completed. Call us or e-mail.

At MNY we believe people do business with people.

• Tax Consulting & Planning
• Business & Corporate Advisory
• Due Diligence & Business Acquisition
• Self-Managed Superannuation Fund
• Audit
• Virtual CFO Service
• Corporate Secreatry
• Wealth Management

About MNY
MNY Group Chartered Accountants was established in September 2011 as a suburban accounting practice. The practice mainly provides compliance and consulting services to local clients with a vision to provide proactive, personalised and professional services to small to medium business owners and investors. Due to the rapid expanding clienteles, we established our second office in Camberwell, Melbourne, which provides much easier access for clients in the inner suburbs in Melbourne. In addition to servicing local clients, MNY Group was engaged by a number of overseas clients and was invited to a number of tax seminars held. overseas to provide educational information to existing and potential overseas investors.

The overseas presence creates a bridge between the overseas clients and us to work together on their business and investment in Australia as their business consultants and tax advisers. To facilitate with our clients’ business growth and successful stories, our team moved to Melbourne fringe office in St Kilda Road, minutes away from the heart of Melbourne CBD in September 2017. This move consolidates our resources and provides a centralised office for all clients – CBD clients and suburban clients. Three new teams are added to our existing practice – Audit team, business service outsourcing & accounting HR mentoring program.

In 2019, MNY Group opened two branches in Brisbane, Queensland and Hobart, Tasmania.

Within the unchanged vision – providing proactive, personalised and professional services to our clients, we aim to become the trusted partner of our clients throughout your business endeavour.

Tax Consulting & Planning
OVERVIEW
At MNY Group, we understand that being tax effective while meeting compliance and requirements are essential no matter you are an individual taxpayer, corporate, trust or SMSF.

With taxation, planning is key. When the evolving tax legislation keeps bringing new obligations as well as your business and personal circumstances are developing, our taxation services are tailored to assist you in minimising the tax impact on your business.

01 Tax-effective structuring for small to medium sized businesses
02 Strategies for employers including FBT, payroll tax, PAYG and workers compensation
03 GST compliance and consulting services, covering ABN applications, BAS preparation and lodgement as well as assistance with GST audits
04 Taxation solutions for individuals and executives
05 ATO negotiations
06 Year-end tax planning strategies
07 Advice for Australians investing overseas
08 Advice for foreign investment in Australia
09 Superannuation structures

Business & Corporate Advisory
OVERVIEW
MNY Group deliver quality service in assisting you to develop practical solutions and informed business decisions to achieve your business goals.

Working closely with our skilled business advisors, we are experienced in helping you plan and providing specialist knowledge that will allow you to keep an eye on the detail while gaining a better understanding of the whole picture.

Whether you are initiating a start-up venture, looking for expanding your current business, or planning to sell your business, we add value to you and your business by offering quality solutions.

01 Cash flow and profitability
02 Business compliance
03 Corporate governance
04 Family business
05 Succession planning
06 Strategic planning

Due Diligence & Business Acquisition
OVERVIEW
At MNY Group we offer due diligence services including financial, taxation and commercial to provide high-quality guidance through your business acquisition process while maximising your value and minimizing the risks.

To have a thorough understanding of your business is our priority. We will then tailor our approach and reports to meet your needs with a focus on providing your business with the best solution.

01 Acquisition searches
02 Preparing independent expert reports
03 Business planning
04 Due diligence
05 Financial modelling
06 Strategic reviews
07 Tax structuring and advisory

WE ARE AN ACCOUNTING PRACTICE PROVIDING TAX,ACCOUNTING and SERVICES TO SMALL, MEDIUM and LARGE SIZED FAMILY OFFICES and BUSINESSES
At JMp Accountants, we want to be your long term partner for all things accounting and tax. For us that means being with you every step of the way, guiding and mentoring you through every accounting, tax and business challenge you encounter.

GET TO KNOW A BIT ABOUT US…
JMp Accountants was established in 1991 as a dynamic and unique accounting practice which provides superior service based on extensive up-to-date knowledge across all industries and businesses in the fields of:
– taxation – business structure – business best practice – self managed superannuation funds, and – cloud based accounting.

WHO WE WORK WITH

We believe we can best meet the needs of potential clients who require services in the following areas:

• Establishing, maintaining, administration and auditing of SMSFs
• Estate or succession planning
• Asset protection strategies and structures
• Tax-effective wealth accretion and protection strategies
• Start-ups and newly acquired business ventures
• Non-executive directorships

BUSINESS CONSULTING

Business Consulting services include advice in relation to the most appropriate structure to trade from taking into account the commercial ramifications of the business and industry, as well as, the dynamics of the partners, and or family members involved. This is on top of the necessary taxation advice that would be given as to why one structure is more appropriate than another, irrespective of commercial reasons.

Let us take the stress and complications out of buying or selling your business. Our business experts will work alongside you throughout the process or simply provide practical and timely advice as you need it.

Our services include:

• Start-up and development appraisals
• Due diligence investigation
• Business valuations and recommendations
• Assistance with business acquisition or sale negotiations
• Establishment of business entities and group structures
• Debt management and bank appraisal submissions
• Evaluation of lease, hire-purchase and other finance options
• Asset protection strategies
• Preparation of business Information Memoranda
• Mediation
• Auditing
• Business coaching
• Immigration assistance

SERVICES

At nams Accountants, we provide a comprehensive range of business services, and with our varied expertise and vast experience we can add great value to your business.

ACCOUNTING

At Nams Accountants, we offer a comprehensive suite of expert and professional accounting services for all types of businesses across various industries. We are equipped to provide personalised service tailored to your specific business requirements, such as:

• Business Accounting
• Individual Accounting
• Financial Accounting
• Self-managed Superannuation Funds & audit

TAXATION

Nams accountants have a dedicated team that specialise in taxation.

No matter what your business structure, Nams accountants works with you and your business to translate the complex world of taxes into successful outcomes so you can make informed business decisions. We provide taxation services to:

• Individuals
• Companies
• Partnerships & trusts.

BOOKKEEPING

We take the pain out of bookkeeping by doing it for you, so that you can focus on your business. We can take care of all your bookkeeping tasks. We can provide a one stop solution, from start to finish.

• Creating and sending invoices
• Bank Reconciliations
• Cash flow management
• Payroll functions
• Receipts and payments
• Superannuation payments
• Maintenance services
• BAS Agents

BUSINESS MANAGEMENT

At Nams accountants, we work with you on planning, budgeting and forecasting. We provide you with accurate financial reports and help discuss improvement strategies to keep your business on track, with such services as:

• Budgets and cashflows
• Identify, monitor and report KPI’s
• Management reporting
• Efficient and effective reporting
• Strategic planning
• Business planning
• Pricing and costing
• Financial analysis

ACCOUNTING SYSTEMS

We work with all leading accounting systems such as Xero, Myob, Quickbooks etc and offer a full one stop shop service.

• We help with choosing an accounting package
• We design chart of accounts & Identify, monitor and report KPIs
• We provide Efficient and effective reporting
• We provide a Systems review
• We provide support to bookkeepers

FINANCE BROKING

At Nams Finance we can assist with providing complete funding solutions for both commercial clients and private individuals.

We offer a wide range of options, including:

• Home Loans
• Commercial Loans
• Development loans
• Car loans
• Equipment Loans
• Reverse Mortgages
• Short-term Finance
• Refinance
• Loans such as Variable Rate Loans, Fix Rate Loans and Split Loans.

WHO WE ARE

Mr Nicholas Nicolaou founded nams in 1996. He maintains a hands on approach to the business.

We are a Melbourne based accounting and business management company dedicated to providing personalised service with a commitment to mutual business growth.

At Nams Accountants, we pride ourselves on being proactive. We stay focused on you and your needs; we’re diverse in our areas of expertise, and we’re committed to developing long-term relationships.

We have a strong team of professionals with many years of experience who have expertise in a diverse range of fields. We also have access to a broad range of specialist services to assist you.

Our goal is to provide clear and practical advice, keeping your future needs in focus, and to give you tailored solutions and value for money. We partner with you to help you achieve your business goals and solutions – investing time to build relationships that last.