Northwest Accountancy

Plan for your tax with your Accountant and a Business Improvement Specialist. We run through how your business is doing, your estimated tax for the year, and what you want to do for the rest of the year and how it will impact your tax position.

Plan for your tax with your Accountant. We run through how your business is doing, your estimated tax for the year, and how different things might impact your tax position.

For business owners to meet with us to see if our business can help your business.

For business owners to meet with us to see if our business can help your business.

This meeting is to chat about how to set up a new business and what things you need to know.

Plan for your tax with your Accountant and a Business Improvement Specialist. We run through how your business is doing, your estimated tax for the year, and what you want to do for the rest of the year and how it will impact your tax position.

For business owners to meet with us to see if our business can help your Not for Profit.

To determine if your business needs Profit First, and how we can help you implement the system to make your business make money.

Reviewing percentages, business planning, anything you need to keep moving forward with your Profit First and cashflow management journey.

This meeting is to chat about how to set up your business bank accounts so that your money can work for you, using the Profit First methodology.

As a business, you know you want to implement Profit First, but you just need some help tweaking the numbers so that it works for you. When you sign up for this session, you will be sent a spreadsheet to fill in to get started. This 2 hour session is with a certified Profit First Professional who can help guide you through the steps to use this life changing system. Walk away from the session with the percentages and the rules you need to run profit first in your business today.

Let's review your file together and make sure it is all set up right. For recently established xero users. We use zoom so that you can share your screen and check everything on the same screen.
Agenda of things to review:
- Organisation settings
- Financial settings
- Users
- Chart of accounts
- invoice template
- Activity Statement setup and report run through
- Tracking categories if relevant
- Bank feeds and import data if required
- Bank rules

Get your next steps to move forward.

If you use Xero in your business, then we can help you with any questions you might have, to move your business forward. Please note we need access to your Xero file before the meeting time, as we will review your data first before meeting with you.

This session will show you all the things you need to know about lodging your own BAS.

Want some specific training for your team in how to use Xero?
We will hook up your Xero file to a big screen so everyone can see the setup.
We run through the basics of bookkeeping and chart of accounts, reports to run and how to read them. We check your setup and make sure you are taking advantage of the technology.
Your chance to ask questions, clarify how you are using Xero and come up with improvements and implementing new procedures.
This class is fully customisable to your business needs.

If you use Xero or MYOB in your business, it's good to double check your work (or work of someone else) by checking your reports. In this session we review the Profit & Loss, Balance Sheet and any other reports for your business to identify if there are any changes to make.

Learn how Profit First can support your business, how it works, why it works, and more importantly, how you can implement it in your business.
Find out the 7 steps to implement Profit First in your business.
This will be run on Easy Webinar, and you will receive email login details 12-20 hours before the event starts.

Join us for this online webinar to learn how to read and understand your financial statements, to know what your accountant is talking about, and to make sure your books look correct for the bank when you need them for financing.
This will be hosted on EasyWebinar - we will enter your details once you have signed up.

Do you need clarity around your cashflow for your business? Do you want to know an easy way to manage your money, pay yourself, make sure you have enough for taxes and to cover the bills? Join Jodi to get some clarity around how profit first can work for your business, to reduce the cashflow headaches of thinking about your money every day.

May 2023 - specifically for Business owners - here's a run down of what taxes you can avoid, and how to minimise others.
September 2023 - specifically for individuals - here's a run down of how to best reduce the amount of tax you are paying.

Learn how to ensure your payroll is finalised correctly before pressing the button to submit to the ATO. It's always easier to get it right the first time, than it is to have to amend it - especially if your staff are eager and want to lodge their tax returns early.
Learn how to check that your setup is correct, with the opportunity to ask questions in a webinar format.

This will be presented on EasyWebinar - you will receive a link the day before to log in.

2 tax returns prepared for a couple.

Please note that the cost to lodge the tax return might be additional based on the work that is required. This is the minimum fee for Business tax returns.

2 tax returns prepared for a couple.

2 tax returns prepared for a couple.

For asking questions about what you can and can't claim, or specific advice to your situation. Fees may be charged depending on the advice.

2 tax returns prepared in one appointment.

Q&A Session with one of our senior accountants to review the tax return that you have prepared on your MyGov account is ready to submit.