The average business owner has a sh*t tonne of decisions to make. What to do next, where to focus and "knowing for sure" that you're doing the right thing can be a bit of a head spin. That's where we come in. We fill our days aiding people to make good calls about business, being in your corner and helping you focus on things that matter.
Business Advisory & Growth
Setting your sights further into the future and reaching that bit higher is what creates truly life-changing opportunities - not just "business as usual" or a "little bit better than last year". Advisory-led accounting is all about looking forward, not backward - Where do you want to be in 12 months, 5 years, or even 10? How do you feel, what does your life look like?
There's a drive instilled in our team to dig deeper and dream bigger, so wherever you want to be, we work alongside you to set goals, drill into the numbers, determine what has to change, give advice and action plans and catch up regularly to hold each other accountable.
Seeking and identifying the opportunities for growth is what brings out the passion in us and our clients, and we can't wait to help evolve and grow with you.
Advice Tailored to You
Goal Setting & KPIs
Ongoing Advisory Meetings
I was originally only looking for an accountant to complete compliance work, all the while using business coaches to try and grow. But Trekk's advisory services have been indispensable. Real-time data, numbers-based business advice, and regular zoom calls are a potent combo. The numbers don't lie, so now if a business problem comes up, it's just a phone call to Trekk.
Tax Minimisation and Planning
Paying tax means your making a profit, which is what we're here for! So the goal isn't to pay zero tax - But you may potentially be paying thousands that you don't need to. This is why we work with our clients proactively prior to the end of financial year to explore every strategy to reduce your tax and improve your position (legally, of course!).
There's a huge range of strategies you can use to minimise your business tax - from a simple recommendation to make a concessional superannuation contribution for a self-employed person, or for those on a different journey, you may have multiple structures/businesses and require an analysis of your trading to date - where you will be provided with a report containing several strategies to improve your tax situation and ensure there are no nasty surprises come tax time.
DID YOU KNOW
We saved our clients over $1,000,000 in tax in 2019
Having a true partner in crime makes all the difference. Having us on-board as your Virtual CFO is a way for your small business to get access to an experienced advisor for a fraction of the cost of a full-time CFO. We handle all the duties of a traditional CFO, monitor the financial health and well-being of your business, offer insight and guidance on company decisions and issues.
We know the best outcomes come from real relationships, and you can view us as an extension of your team. It's all about that peace of mind that your advisor is there to share the ups and downs with you - celebrating the wins and figuring out what to do together in the tougher times.
Monitor Financial Health
Insight & Guidance on Company Decisions
Budgeting & Forecasts
Self Managed Super Funds
We've got a whole SMSF team who can offer you the expertise in building and managing your own Self-Managed Super Fund (SMSF). This includes all the relevant advice on setting up and structures, managing the administration, tax returns, reporting, financial statements and more. SMSF's have been a popular area, but they don't suit everyone - They come with a range of responsibilities, expenses rules and regulations you must comply with. We know it all sounds a bit intimidating, but that's why we are here to help.
Whatever we do, it will always be rooted in how it makes life better for our clients or leads to better outcomes, so if your thinking of SMSF, we're the bud or gal for you.
Borrowing in your Fund
We can't wait to show you how we can help your business, and the best way to start is to have a casual chat to get to know each other. You'll find us to be upfront and honest, and we'll both get an idea if we'll make good partners.
From there we'll let you know exactly how we can create positive impacts, when things will happen, and how much the work will cost. If you like how all this sounds, we get to going straight away!