Services
Services
Most of our clients start with a Firm Footing advisory plan and add a project when they need one. Every service has a fixed fee, either included in your plan or quoted before we start.
Advisory and CFO
Firm Footing advisory plansMonthly or quarterly reporting, forecasts, and advice for a fixed fee. Four plans: Essentials, Control, Growth, and Virtual CFO.Read more →Virtual CFOSenior financial leadership for owners who need a CFO's thinking, without the cost of a full-time hire.Read more →
Business coaching and strategic planningA clear plan for the next 12 months, broken into 90-day priorities, with someone holding you to it.Fixed fee, quoted
Benchmarking and KPIsSee how your margins, wages, overheads and debtor days compare with similar businesses, and track the measures that matter to yours.Read more →Forecasting and planning
Cash flow forecastingA 3-month forecast that shows when cash will be short, and by how much, before it happens.Read more →Three-way forecastingProfit, balance sheet and cash forecast together, so the numbers balance. Banks often ask for one with a loan application.Read more →
BudgetingAn annual budget built with you, then compared with your actual results every month.Fixed fee, quoted
Scenario models and business casesTest a decision before you make it: a new hire, a second site, a major equipment purchase or a price change.Fixed fee, quoted
Tax and compliance
Tax planning and advicePlanning before 30 June, so you know your tax bill in advance and can act to reduce it legally.Read more →
Financial statements and tax returnsAnnual accounts and returns for individuals, partnerships, trusts and companies, plus SMSF accounting and administration.Fixed fee, quoted
BookkeepingMonthly bookkeeping in Xero or MYOB: bank reconciliations, invoices, bills and payroll kept up to date, so your reports are accurate and on time.Fixed fee, quoted
BAS and activity statementsPrepared and lodged on time, with a monthly check that you've set aside enough to pay them.Fixed fee, quoted
Payroll taxGrouping, registration, monthly returns, and the annual reconciliation.Fixed fee, quoted
Accounting software setup and trainingXero or MYOB set up to suit your business, with training for you and your team.Fixed fee, quoted
Tax and compliance work are quoted as a fixed fee after a free review. If you're happy with your current accountant, keep them. We work alongside them.
Structure, growth and exit
Business start-upStructure, registrations, a first-year budget, and a cash flow forecast, so you start well.Fixed fee, quoted
Business structure review and adviceA review of whether your current structure still suits your business, your tax position and your asset protection needs, with a clear recommendation.Read more →Finance and lender submissionsForecasts and supporting papers prepared to the standard your bank expects.Fixed fee, quoted
Business valuation and exit readinessWhat your business is worth today, what lowers that value, and a plan to lift it before you sell.Fixed fee, quoted
Buying or selling a businessFinancial due diligence, price testing and deal structure, from first look to settlement.Fixed fee, quoted
Succession planningA written plan for handing over the business, to family, staff or a buyer, with a timeline everyone agrees to.Read more →Estate planning, with your solicitorWe work with your solicitor to make sure your wills, trusts, and business structure work together. Your solicitor prepares the legal documents.Read more →Next step
Talk to us about your numbers
Book a free 30-minute discovery call. We'll look at where your business is now, where you want it to be, and whether one of our plans fits. You'll know the fixed fee before you commit to anything.
Or call Ian on 0438 802 531 · enquiries@firmgroundadvisory.com.au