Minimal Level of Business Services

We are passionate about giving your business the best possible service and ensuring its future success. We believe certain services are simply too important for a business not to have. As a result, as a business client of Clear Vision Accountancy Group, you can expect everything listed below to be included as part of the normal compliance work that we do for you:-

• Preparation of a Financial Performance Scorecard for your business.
• Where did the money go? A concise report on what happened to the cash during the last financial year.
• Unlimited “5 Minute” phone calls and emails for 12 months.
• Dream it. Plan it. Get it! Meeting – we will complete the Business Value Gap Assessment and set some personal and business goals to work towards.
• Agreed visits to your business premises at a mutually agreed time as part of our Peace of Mind Financial Health Check program.
• Boutique Tax Planning. In July of each year, we will set the parameters for your basic tax planning. This includes calculating gross & net wages, superannuation, drawings and likely tax payable. Detailed tax planning is an option. We will show you how to minimise your income then you get to choose the level of tax planning you’d like.
• Full understanding of your ATO commitments every year – amounts and due dates.
• Refund Tracking – we will monitor the refunds from income tax returns and Business Activity Statements we lodge and ensure that the ATO will not hold up the payment unnecessarily.
• GST Adjustments – we will let you know of any GST adjustments that come to our attention as part of completing the work.
• Bookkeeping – any obvious improvements