Business Planning

Coaching, Assistance, Structure and Brainstorming for New Business Set-up

This part of our firm is the area for all of our business, sole trader and company clients where.

We arrange to have several meetings with you throughout the year about your entity, providing a structured opportunity to brainstorm and be coached by our professionals, to help your business achieve a greater Point of Difference.

We also assist with gearing within your business. We advise the most effective structure to set your business up, which can be of great benefit to the future of your business operation.

Every business needs a tailored plan to survive and to grow; our job is to help and nurture this process with efficient and timely business support and coaching.

For our valued business clients we include a special offer of our 14 point health check on your business which includes:

  • ATO Benchmark review

  • Succession planning review & what to do.

  • Bookkeeping & standards review

  • Risk profile review, tax effectiveness & cash flow

  • Estate planning review inside & outside super

  • Key performance indicators & working capital review

  • Asset growth & marketing review

  • Structural & future capital gains best practice

  • Superannuation & direct property discussions

  • Break even & cash flow review

  • Pre year end tax planning & latest ATO issues

  • Audit insurance & best practice offers

  • Best loans for your business & where to find them

  • Car buying & best practice for finance

Contact us at Forest Accounting and Taxation Services to discover how we can help and arrange an appointment.