Turning financial complexity into seamless simplicity

Is your accountant taking a proactive approach to managing your accounting needs? Does your accountant have their finger on the pulse and know your numbers? We provide honest, practical and personalised advice tailored to your needs and the needs of your business. 

Business Advisory Taxation Bookkeeping & Accounting Superannuation

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Business Advisory

Strategic advisory to navigate success

We provide an obligation free consultation with you with the goal of gaining an understanding of business ambitions. We’ll discuss the services we can implement to help you achieve your business goals. 

Business Structuring

Choosing the right structure for your business needs is critical and should be carefully considered from the outset. At Numbers Plus we spell out the pro’s and con’s of each structure without overcomplicating the process.

Business Benchmarking

We can provide a benchmarking report which compares the financial data of your business to businesses in the same industry of a similar size. 

Personalised Management Reporting (Outsourced CFO)

We provide our clients with an option to meet on a monthly or quarterly basis. This provides the business owner with the opportunity to discuss business matters on a regular basis. This might involve discussing monthly management figures, material transactions, payroll, asset acquisition or cashflow and forecasting. 

Cashflow / Budget Preparation

We provide customised strategies and reports to improve the cashflow in your business and manage business expenditure. 

Exiting The Business

We assist with a smooth transition out of your business pinpointing tax implications associated with the transaction. 

Taxation Services

Minimise stress, maximise returns

Having an understanding of your business structure and personal tax position allows us to provide advice and implement strategies tailored to you, your family and your associated entities. 

Simplifying Tax

We focus on achieving the best possible tax outcome while simultaneously applying our understanding of Australian Taxation Law to ensure compliance with all applicable standards. 

Tax Effective Structuring

We can provide a benchmarking report which compares the financial data of your business to businesses in the same industry of a similar size. 

Our Taxation Services

  • Income Tax Return preparation & lodgement
  • Tax Planning & Advice 
  • BAS returns & GST Advice 
  • Capital Gains Tax (including small business CGT concessions)
  • Fringe Benefits Tax (FBT) advice + FBT returns 

BOOKKEEPING & ACCOUNTING SERVICES

Balancing success with precise bookkeeping

We are available to answer any day to day queries you have regarding the management of your bookkeeping system. 

Xero Setup & Training

We provide the support you need to setup and run your Xero data file with confidence. We assist with the setup of general file information, chart of accounts, payroll data and imported data from a previous accounting software. 

Bookkeeping Support & Processing

We can assist with bookkeeping practices in the following areas: 

  • Data processing (deposits, payments, reconciliations, employee data). 
  • Payroll processing and Single Touch Payroll (STP).
  • Superannuation processing and support. 
  • Sales Invoices & Accounts Receivables. 
  • Bill payments and Accounts Payable. 
  • BAS preparation and lodgement. 

Other Support Services

We also provide software assistance for our clients with the following accounting packages: 

  • MYOB
  • Quickbooks
  • Online Reckon

SUPERANNUATION SERVICES

Securing futures & optimising your wealth

Get in touch with Numbers Plus and discuss with our team how you can take the next step in your wealth accumulation journey.

SMSF Setup

If you would like to setup a Self Managed Superannuation Fund (SMSF) or would like some further information explaining how the structure works.

SMSF Administration

Our comprehensive SMSF administration service involves all aspects of managing your Fund. We utilise Simple Fund 360 (a Cloud Based software provider allowing us collect real time data in real time and provide meaningful financial reports with respect to your investments. 

SMSF Tax & Compliance

We understand that the regulations and tax implications involved in running your can be complex. Numbers Plus operate to interpret relevant legislation and provide advice and support in an easy to understand manner. We prepare the annual Financial Statements for your Fund and attend to the preparation and lodgement of the Fund’s Annual Return. We also assist with putting you in touch with an Independent Audit Service Provider to attend to the Fund’s statutory Audit Requirements.