5-STEP BUSINESS PLAN TO HELP YOU SUCCEED
Why is it important to develop a business plan?
A good business plan helps entrepreneurs and small businesses to focus on specific steps that are necessary to succeed. At Success Accounting Group, we have one-of-kind approach with our 5-step business plan that can be customised for your peace of mind. Our 5-step plan focuses on giving you the confidence and security, looking after your financial affairs so you can enjoy and live a worry-free life!
FIVE KEY STEPS FOR BUSINESS OWNERS IN CREATING THEIR BUSINESS PLAN
|
STEP |
BENEFITS |
VALUE |
|
PROTECT |
– Personal Asset Protection Analysis – Business Structure Advice – Estate Planning Review |
– Protect your family’s hard-earned assets – Get your structure right from the beginning – Keep your wealth in your family “bloodline” |
|
FIXED PRICE ACCOUNTING |
– Accounting fees paid monthly – Xero Online Accounting Software – Regular proactive advice – Tax Returns + Financial Statements – Business Activity Statements (BAS) – Tax Planning Review (April/May) |
– Easier cash flow management – Incredibly easy to use, unlimited users – Take any necessary action sooner, not later – Peace of mind your Tax Return is correct – BAS prepared and lodged by professionals – Properly plan to legally reduce your tax |
|
LIFESTYLE ACCOUNTING |
– “Your Values + Goals” Session – “Your Best Life” Projection – Quarterly “On Track” Session + Lifebook update |
– Set your family goal plan based on your values – Peace of mind that you can live your best life – Keeps you accountable to meet your goals and update for any life events |
|
BUSINESS IMPROVEMENT |
– Virtual CFO – 12 Month Cash Flow Plan + Q Review – Business Plan Program + Monthly Support – One-Page Strategic Plan – Growth Strategies – Monthly / Quarterly Board Meeting |
Takes your business to the next level Gives you a target for actual results Highlights actions to improve your profits Powerful, simple business strategy summary Different ways to grow your business Dramatically improves customer service |
|
SUCCESSION |
– Business Succession Plan – Annual Business Valuation Report Update – Sale Information Memorandum |
– Plan for the successful sale of your business – Discover what your business is really worth – Makes it easier to sell your business |
OUR PRICING
Our fixed price services start from as little as $500 plus GST per month. Once set up, you’ll never again receive a large end of year accounting bill. You’ll love this for managing your cash flow.
You need far more than just the “traditional” accounting services you’ve received in the past if you want to build your wealth and leave a legacy for your family. You need Estate Planning Advice to keep your wealth in your family “bloodline”, and you need to plan for the eventual sale of your business. We here to help you with everything!
WHAT TO DO
Contact our professional team today at Success Accounting Group for an estimate. We can customise a package of services for your business.
About Lan Nguyen
Lan is the Founder and Chief Strategist at Success Accounting Group, Melbourne based CA firm. In a matter of short 8 years she has built up a reputable Chartered accounting firm with 3 offices and a team of 6 professional accountants and support team members. Her mission is to provide Innovative and Strategic Financial advice to help her customers make smarter financial decisions today for a brighter future.
Success Accounting Group is for established business owners who would like help to grow a sustained business. As a business owner you understand what drives your business success with our accounting team taking care of the rest.
Success and Wealth
Success Accounting Group Pty Ltd
Oakleigh, VIC, 3166
