Umbrella of Services - Success Accounting Group

Umbrella of Services

Posted: January 22 2016

At Success Accounting Group we are passionate about promoting growth in our clients and our services go far beyond completing your financial reports.

If you are not looking for a typical accountant to simply do your tax nor are you looking for a product focused financial planner check out our services that we proudly offer!

Umbrella of Services1. Baseline: Need a Baseline – Use Xero

As a Silver Xero partner, we‘re focused on sourcing the latest and best tools and technology to automate our clients business so you have more time to work on your business rather such in it. 

Xero allows you to log in online anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cashflow. It’s small business accounting software that’s simple, smart and occasionally magical.

We also offer:

Business Accounting and Tax

  • Tax Planning
  • Tax Returns, ASIC Annual Reviews, FBT, Payroll Tax
  • Asset Protection Review

Individual Client Information 

  • Asset and Liabilities
  • Income and Expenses
  • Initial Goals
  • Estate Planning Checklist

2. Freedom Plan – Work out what you’re aiming for

At Success Accounting Group we have a developed a smart tool called Freedom Planning which will calculate how much money you will require to retire at your desired freedom age.
Once you have that freedom plan, we will then help you to bridge the gap between your actual wealth you have got and your desired wealth you wish to achieve for retirement.

We also offer:

  • Xero Budgets
  • Business Succession / Sale Plan
  • LifePlan
  • When You’re Gone Plan
  • Vault
  • Strategy Advice for SMSF, Insurance, Property, Shares, Debt Deduction, Home Loans and Motor Vehicle Leases

3. Business On-Track: Measure and review your progress

We love working with business start ups as well established business as it is our passion to see your business succeed.

We can help you review your current business structure & automate your business. You’ll enjoy working with us, as we keep your big picture in mind, knowing that your business will get you close to your goals and should not consume all of you.

We also offer:

  • Update FreedomPlan
  • Business “On-Track” Plan (monthly / quarterly / annually)
  • Board Strategy Meetings (monthly / quarterly)
  • Business Annual General
  • Meeting Business Succession / Sale Plan
  • Asset Protection Review
  • Update Xero Budgets
  • Update LifePlan
  • Review Super / Investments Strategy

4. Live Life – Enjoy the Ride with Success Wealth (Coming soon!)

At Success Accounting Group, we are committed to building your business and growing your wealth. We are therefore excited to share a new platform designed to transform your financial life.

Stay tuned as we are launching a new service called Success Wealth in February, 2016!

We are offering:

  • Holiday Plan
  • Family Goals
  • Upgrade House / Cars
  • Lifestyle Spending
  • Future Generation Planning

 

If you’re ready to discuss becoming a client, click here to request an appointment. If you’re not quite ready for that, dip a toe in the water and read our blogs & like us on Facebook and get a feel for how we help our clients beyond their tax and accounting to help them build and protect their wealth.   

We are also offering a free 15 minute initial consultation for any of the above services. Please call (03) 9583 0550 to schedule your consultation today. 

Lan

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.

Connect with Lan Nguyen on Linkedin, Google+, Facebook

To see how you too can benefit from working with us, request your FREE meeting today. Enter your details in the form on the right, or phone us direct on 03 9583 0550.
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Success Accounting Group Pty Ltd

Oakleigh, VIC, 3166

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