Business Advisory
Someone to think out loud with, who has already seen your numbers.
What this actually is
Most small business advice is either free and generic, or expensive and delivered in a slide deck. This is neither. It is a conversation with someone who already knows your numbers, about a specific decision you are trying to make.
Tom Dunell CPA · Registered tax agent 26254256
What you get, specifically.
- Business structure reviewed, and changed if it no longer fits
- Cash flow forecasting you can actually maintain
- Pricing and margin analysis from your own figures
- Buying, selling or handing on a business
- Finance applications, with the numbers a lender will ask for
- Budgets, and an honest read on whether you hit the last one
- Owners at a fork in the road who want a second head on it
- Businesses growing faster than their structure
- Anyone planning an exit, a sale or a succession
Three steps, and no surprises in any of them.
Have a chat
Ring, email, or fill in the form. Fifteen minutes on the phone is usually enough to work out what you need and whether I am the right fit.
Send me what you have
Even if it is a shoebox and a bank statement. I will tell you what is missing rather than guess at it.
I do the work
I prepare the work and send you a draft to look over. Nothing is lodged until you have seen it and understood it.
What people ask about business advisory.
How is this different to my annual meeting?
The annual meeting looks backwards at a year that is already finished. This looks at a decision you have not made yet.
Usually needed alongside this.
Tax planning
A look at the year before it closes, while there is still something you can do about it.
What is involved →Company & trust setup
New companies, trusts and partnerships established with the registrations that go with them.
What is involved →Business tax returns
The bulk of my work. Full financial statements and the tax return, done properly and explained in English.
What is involved →Need a hand with business advisory?
Ring with a rough idea of your situation and I will tell you what it involves and what happens next.