Business Advisory


At Swan Accountants, we pride ourselves on being proactive rather than reactive when it comes to you and your business.
 

Our aim is to assist in the efficiency and profitability of your business by delivering advice that is timely and appropriate to your needs now and into the future.
 
Our focus is on providing practical and tangible results for your business with the aim to maximise your business’s potential through understanding the key drivers of business success:


Growth


Increasing revenue and building wealth



Profit


Analysing the source of profit and suggesting how to increase it


Cash Flow


Understanding the cash flow and suggesting how to manage it



Tax Exposure


Minimising exposure to tax


Asset Protection


Reducing risk and protecting your personal assets



Succession Planning


Planning for the next generation of business and family


Placeholder

Core business advisory services include:

  • Advice on appropriate business structures
  • Acquisition and disposal of businesses and associated tax implications
  • New business startups including company formation and establishment of unit or discretionary trusts
  • Business plans
  • Asset protection
  • Shareholder agreements
Please call us today for a free-no-obligation discussion about how we can assist your business!

Small Business Services Packs


Basic Package

Annual financial accounts
Business income tax return
Email/phone support for simple queries (excludes complex tax matters)

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Silver Package

Basic Package Plus
Xero subscription
Annual tax planning meeting
Registered office
(companies only)

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Gold Package

Silver Package Plus
Quarterly BASs & monthly IASs
Quarterly business performance review meetings, benchmarking and reports

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You may cancel the package at any time giving 30 days’ notice. However, you need to have completed 12 months of payments to qualify for the annual financial accounts and tax return to be prepared.

Fees will be agreed with you after examining your specific requirements.