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Julie Allerton - Chartered Accountant

A Financial Health Check on your business?

If you provide copies of your financial statements for last 2 years I will then prepare a report detailing the following areas:

  • Liquidity
  • Profits & Profit Margin
  • Sales
  • Borrowing
  • Assets
  • Employees

This report will look at the past 2 years and also in some cases provide industry benchmarks.

Cost for the report is $250 (excl gst) and this includes a 1 hour meeting with me at no extra charge to discuss the results.

Services On Offer

Accounting Services

I can assist in the preparation of monthly financial statements on your own systems and provide analysis of those financial statements.

Budgeting/Cash flows

I can assist you in reviewing your actuals against budgets as well as preparing these.

MYOB Training & Setup

I have many years experience in working with MYOB and have successfully setup many of my clients using this software.

Technology

I can review your accounting system and assess if improvements are needed and at what cost.

Profitability Review

I can review your profitability over the years and advise where there may be room for improvement.

Record Keeping

I can review your record keeping and advise if there may be some improvement. Good record keeping assists you also in managing your business and will make it easier for your tax accountant at year end.

Business Recovery Plans

In case of emergencies do you have an up to date business recovery plan easily accessible to put into action.

Small Business Start-ups

So you have started a business but don’t really know if you have done all the things necessary by law? Let me review what you have done and I can advise you if anything further is required.

Liaise with your tax accountant

I will liaise with them whenever tax issues arise in our dealings and bring them in when necessary.