"The rich man plans for tomorrow,
the poor man for today"
-- Chinese Proverb

Advisory Services & Special Projects

Many companies only focus on the financial aspects of their business when they have to report their financial position to the Australian Tax Office.

Let’s face it, looking solely at a historical viewpoint of your business is more of a reactive than proactive management approach and won’t really provide any real benefit to your business or help shape its financial future. To have a positive influence on your future profits you need to analyse, plan and formulate financial strategies that will help you stay ahead in your game and a step or two ahead of the competition.

Your future planning activities can cover many aspects of your business from its structure, shareholders, cash flow or budget projections, future growth or acquisition strategies, customer profitability and product pricing strategies to plans that help you minimise risks and potential loses due to unforeseen circumstances.

With the help of our professionally trained accounting experts CVW Accounting can help your business advance its financial position year-on-year through either a program of financial planning and monitoring services or specific advice pertinent to your current circumstances. We can also undertake special one off projects such as help you with the financial aspects of business negotiations and agreements or it could be big change such as a business sale or acquisition.

Below is a list of services and areas where we are able to provide you with expert advice.

Call us today to find out how we can help you plan for the future.

The rich man plans for tomorrow, the poor man for today

-- Chinese Proverb

Any Questions?
We're here to help!

Business Set-up, Secretarial, Acquisition, Sales or Closures

Establishing your business

  • Set up of Companies, Trusts or advice on Partnerships
  • Business Name Registrations
  • Tax File Numbers (TFN's) Registrations
  • Australian Business Numbers (ABN) Registration

Restructuring your business

  • Business Structures or Restructuring (e.g. shareholdings, directorships)
  • Management Buyouts

Advice specific to Trusts

  • Explanation of Trustee Obligations
  • Trust Member Statements

Assistance with buying or selling a business

  • Business Valuations & Due Diligence (looking to sell)
  • Business Evaluations (looking to buy)
  • Business Plans

Assistance with Business Administration (Corporate Secretarial Services)

  • Corporate Secretarial Support - records and registers
  • Shareholder Meetings & Minutes
  • Statutory Company Reports
  • Balance Sheet - Statement of Financial Position
  • Profit & Loss Accounts
  • Cash flow

Business Management Advice

High level financial support within your business

  • Act as your Chief Financial Officer (CFO)
  • Accounting System Selection & Chart of Accounts Set-up
  • Preparation of Management Accounts

Be better prepared for the future

  • Business Health Check
  • Business Growth Strategies & Plans

Financial Planning Services

  • Budgeting & Profit Forecasting
  • Cash Flow Projections & Reporting
  • Development of Key Performance Indicators
  • Expense Control
  • Asset Accumulation - Acquisition & Growth
  • Asset Protection & Risk Management

Strategic Planning Services

  • Market Valuation
  • Profit Improvement Strategies
  • Customer Profitability Analysis
  • Pricing Strategies
  • Product Pricing Reviews
  • New Product Feasibility Studies

Refinancing or loan establishment assistance

  • Refinancing Advice
  • Business Overdrafts & Loans Advice
  • Loan Applications Support & Lender
  • Negotiations
  • Review financial aspects of Contracts
  • Chattel Mortgages
  • Motor Vehicle Leasing or Hire Purchase Advice

Property specific advice

  • Property & Purchasing Strategies
  • Premises - Building, Purchasing or Leasing
  • Operating Leases Advice

Corporate Advice & Risk Management

Growth Strategies

  • Mergers, Acquisitions, Divestments
  • Corporate Restructuring

Financial Support with Business Negotiations

  • Negotiations
  • Contract Review (financial aspects)

Share and Other Financial Structuring Services

  • Share Valuations
  • Share Buy Backs
  • Loan Restructuring
  • Debt Restructures
  • Insurance Requirements

Succession Planning

  • Shareholder Protection
  • Estate Planning
  • Divorce Advice
  • Wealth Planning
  • Wills
  • Life Assurance
  • Risk Management

Help and advice in times of trouble

  • Damages, Claims & Economic Loss
  • Litigation Support, Fraud & Forensic Accounting
  • Workers Compensation Issues
  • Redundancies