Advisory

Advisory

At Imagine Accounting we love helping small businesses not only with tax but assisting our clients across all facets of business management – from strategy, to Cashflow services, to Growth Services.

We use cashflow-forecasting tools that can be a game changer, allowing you to look forward and plan rather than get stuck in a rut, with no progression in sight.

We have also assisted over two hundred clients with business growth and continue to guide award-winning companies such as Tanner Kibble Denton Architects and Intelligent Finance.

Our business advisory packages are structured according to your business’ size and needs. And we’ll work around your hectic schedule!

Step 1 – Business Health Check

Your annual business health check includes a review of:

• Internal bookkeeping /accounting function
• Internal controls – separation of duties, risk assessment
• Record keeping
• Employment agreements
• Banking review – security/pricing
• Management reporting
• Debtor and creditor management
• Process efficiency
• Insurances
• Business owners governance – Shareholders agreements/Buy Sell agreements, Employment agreements, Owners leave entitlements
• Statutory compliance – ATO, State Revenue Office, Workcover
• Detailed report including recommendations

Step 2 – Strategic Planning & Advisory Services

We love working with small business owners and our passion is to help you build the kind of business that you’ve always dreamed of.

You pick and choose what help and services you require from us which will assist you to achieve your goals.

Advisory Services

We can help with:

• Strategic Planning
• Business Set Up
• Budgeting and Forecasting
• Cashflow management strategies
• Proposals for Financers
• Loan structuring advice
• Debtors policy reviews
• KPI Management & Benchmarking
• Scenario Planning
• Developing business vision and values
• Business growth strategies
• Advisory boards
• Business valuations
• Business acquisitions, disposals and mergers
• Due diligence on business and other acquisitions
• Leadership, Direction, Mentoring and Coaching
• Employee bonus arrangements
• Employee engagement
• Employee profit share arrangements
• Process and Internal Procedure Reviews
• Inventory/WIP Management
• Pricing Matrix
• Marketing Management – including website and social media

We also have a large network of trusted business advisors who are specialists in their field. We have worked hard to develop and foster this network over many years.

Our Professional network includes:

• Insurance brokers
• Mortgage brokers
• Liquidator
• Financial planners
• Tax lawyers
• Estate planning lawyers
• Commercial lawyers
• Copywriter
• Website Developer

Testimonial for Advisory

The team at Imagine Accounting have played an important role in making Tanner Kibble Denton Architects the successful architectural firm that it is today.

Alex Kibble
Managing Director- TKD Architects

I would recommend Imagine Accounting to any small business owner who wants to take their business to the next level. Imagine Accounting recommended me to move to Xero and I have not looked back.

Adam Gottlieb
Managing Director – Inkman