Business Advisory Step 2: Growth | Trekk Advisory | 5 QLD Locations ">

Getting 'un-stuck' on your Business Journey 

Every business is different, and you can be stuck in many different areas. It's our goal to do what it takes to move from where you are now, to a place or closer to where you want to be. It's all about dreaming big, building momentum and keeping each other accountable.

Stop the headspin. Make the right calls.

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

The sky's the limit

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. 

HELPING WITH

Cash flow

Growth Strategy

Business Restructuring

Business Forecasting

Advice Tailored to You

Goal Setting & KPIs

Ongoing Advisory Meetings

Benchmarking

Business Valuations

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. 

Tas Moulis
QPaint

Tax Minimisation and Planning

Investing in Tax Planning can save you significant time and money.

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

Virtual CFO

The unlimited value of a Virtual CFO

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. 

HELPING WITH

Monitor Financial Health

Insight & Guidance on Company Decisions

Back-Office Functions

Budgeting & Forecasts

Project Solutions

Self Managed Super Funds

Your partner in the world of SMSF

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. 

HELPING WITH

Establishment

Structure

Borrowing in your Fund

Administration

Audit

Wind Up