Our Range of Services

Our services to small business owners are both broad and deep.

We started out as a very traditional accounting firm offering taxation and general accountancy services. However, over the years as our client's needs changed we expanded our range of services and we now offer you an extensive range of accounting, taxation and financial services. This includes general consultancy, marketing consultancy, profitability diagnostics and benchmarking.

While our consulting services provide you with the ‘why and what to do’, our range of tools, templates and checklists provide you with the ‘how to do’. Yes, we offer you all the traditional services you would expect from an accounting firm but we believe there is much more that can be done to help you maximise your profits and improve your lifestyle.

Our services are designed around fixed prices rather than hourly rates and we offer you three levels of service. Of course, all aspects of these packages can be tailored to your specific needs.

BRONZE CARE

Compliance Services  – Reducing your worry

Every business owner requires compliance services. This includes matters such as income tax returns, GST advice and the various other matters government agencies require you to comply with. We will send you checklists of the data we require plus deadlines for receiving your data.

Taxation Planning – Minimising your taxation

We’ll review your financial performance after six and nine months in order to provide you with taxation planning advice before the end of the year. Action taken here will allow us to pro-actively plan for your wealth creation strategies utilising your retained after tax profits.

Wealth Creation – Maximising your financial position

Most business people are too busy to manage their own affairs. We review your personal net wealth annually and help you in achieving your goals for education, holidays and retirement. We can also arrange to have a management and reporting service on your investment portfolio.

Risk Management – Preparing for the unexpected

We’ll also help you establish a valid and current will, partners or directors agreement and arrange for the appropriate insurances so that your family and interests are adequately protected. This is reviewed annually.

SILVER CARE
Compliance Services  – Reducing your worry

Every business owner requires compliance services. This includes matters such as income tax returns, GST advice and the various other matters government agencies require you to comply with. We will send you checklists of the data we require plus deadlines for receiving your data.

Taxation Planning – Minimising your taxation

We’ll review your financial performance after six and nine months in order to provide you with taxation planning advice before the end of the year. Action taken here will allow us to pro-actively plan for your wealth creation strategies utilising your retained after tax profits.

Wealth Creation – Maximising your financial position

Most business people are too busy to manage their own affairs. We review your personal net wealth annually and help you in achieving your goals for education, holidays and retirement. We can also arrange to have a management and reporting service on your investment portfolio.

Risk Management – Preparing for the unexpected

We’ll also help you establish a valid and current will, partners or directors agreement and arrange for the appropriate insurances so that your family and interests are adequately protected. This is reviewed annually.

Management Accounting – Getting you in control of your business

This is where we help you prepare budgets for cash flow and profit planning purposes. We show you how to use these to get better control over your business by using these vitally important control tools.

Management Advice – Action on strategies to build profit and cash flow

This is where we go beyond the budgeting process and pro-actively help you interpret your periodic reports – these reports include detailed Key Performance Indicators that apply to all of the critical areas of your business. We work with you on these monthly and totally review your operating plan every quarter. Examples are: number of customers, average sales/size, visitation frequency, conversion of phone enquiries to proposals, margins on product lines and services, hourly rates achieved and so on.

Finance Management – Making money available for you

We help you get the right finance at the right rates. This includes leases, bank loans and overdrafts, equity raising and venture capital.

GOLD CARE

Compliance Services  – Reducing your worry

Every business owner requires compliance services. This includes matters such as income tax returns, GST advice and the various other matters government agencies require you to comply with. We will send you checklists of the data we require plus deadlines for receiving your data.

Taxation Planning – Minimising your taxation

We’ll review your financial performance after six and nine months in order to provide you with taxation planning advice before the end of the year. Action taken here will allow us to pro-actively plan for your wealth creation strategies utilising your retained after tax profits.

Wealth Creation – Maximising your financial position

Most business people are too busy to manage their own affairs. We review your personal net wealth annually and help you in achieving your goals for education, holidays and retirement. We can also arrange to have a management and reporting service on your investment portfolio.

Risk Management – Preparing for the unexpected

We’ll also help you establish a valid and current will, partners or directors agreement and arrange for the appropriate insurances so that your family and interests are adequately protected. This is reviewed annually.

Management Accounting – Getting you in control of your business

This is where we help you prepare budgets for cash flow and profit planning purposes. We show you how to use these to get better control over your business by using these vitally important control tools.

Management Advice – Action on strategies to build profit and cash flow

This is where we go beyond the budgeting process and pro-actively help you interpret your periodic reports – these reports include detailed Key Performance Indicators that apply to all of the critical areas of your business. We work with you on these monthly and totally review your operating plan every quarter. Examples are: number of customers, average sales/size, visitation frequency, conversion of phone enquiries to proposals, margins on product lines and services, hourly rates achieved and so on.

Finance Management – Making money available for you

We help you get the right finance at the right rates. This includes leases, bank loans and overdrafts, equity raising and venture capital.

Business Development – Building your financial position by making your business more valuable

When you went into business it’s likely that you had a dream for your business and your lifestyle. You may or may not have been able to realise that dream or vision, yet. The Business Development services you’ll find here are designed to make sure you do.

Here we assist you with the developement of a ‘Strategic Plan’ – taking into consideration where you are now and where you want your business to be in any given time frame. Specifically, we help you discover the hidden potential within your business. Our aim is to help you make your business even more profitable and therefore, more valuable.

After all, it could be your greatest asset. To do this we get involved with many ‘non accounting’ aspects of your business including team training, market positioning and customer service strategies. We have invested in special training and business development tools as well as processes that have been specifically designed to build your business.

Find out how we work with you to achieve your goals like higher sales, increased profits, a better lifestyle, more free time, less stress or whatever it is you really want by visiting A 10 Step Business Development Process For You’ NOW.

Contact us today if you’re looking for:

  • Start-Up Business Advice
  • Advice regarding the Purchase or Sale of your Business
  • Tax Registrations including ABN, TFN, GST & WorkCover
  • Preparation of Business Plans, Cash Flow Forecasts and Profit Projections
  • Accounting Software Selection and Training – Bookkeeping, Invoicing & Payroll
  • Preparation and Analysis of Financial Statements
  • Preparation of Finance Applications
  • Bookkeeping and Payroll Services
  • Tax Planning Strategies
  • Assistance with your Marketing including your Branding, Corporate Brochure or Website
  • Advice with your Website Development, Content and SEO
  • Wealth Creation Strategies and Financial Planning Services
  • Industry Benchmarking and KPI Management
  • Vehicle & Equipment Finance (Chattel Mortgage & Lease)
  • Monitoring and Controlling Labour and Sub-Contractor Costs
  • Advice & Assistance with Pricing your Services
  • Advice regarding Claiming Motor Vehicle Expenses
  • Recession Survival Strategies
  • Advice regarding Employee Relations and Workplace Laws
  • Business & Risk Insurances (Income Protection, Life Insurance etc.)
  • Business Succession Planning  
  • Advice to help you Grow your  Revenue, Profits and BusinessValue

We primarily work with small and medium sized business owners who are generally ambitious people looking to grow their business and maximise their profitability and business value. They invest in their business and are prepared to work hard but they also want to work smarter.

We believe our offering is unique and our pro-active team is incredibly passionate about helping business owners succeed. If you're a committed and ambitious business owner looking to accelerate your business success we invite you to book a free, one hour introductory consultation to discuss your business needs. You'll get practical business, tax, marketing and financial advice designed to help you build your business and grow your wealth. To book a time, contact us today on (03) 9326 1244 or complete your details in the box at the top of this page.

Tolevsky Partners - Build Your Business & Grow Your Wealth