Financial Services For SME’s

Our knowledge of small to medium sized business needs is second to none

Small to Medium Sized Businesses (SMEs) & Franchises

Building and maintaining a successful business in today’s rapidly changing and competitive environment is a tactical balancing act.

Our personal experience means we provide effective business accounting advice and assistance for your business… whether you operate a small to medium business, or a franchise.

Our strategic advice is critical to provide you with an informed decision to help you to expand, consolidate, downsize or sell your business.

We allow you to keep a close eye on the detail while not losing sight of the big picture.

The wealthpreneur® team will help you with:

  • Strategic business planning
  • Restructuring your business entities
  • Bottom line improvement
  • Cost reduction
  • Compliance issues
  • Risk management
  • Business assistance schemes
  • BAS/IAS statements
  • Tax compliance
  • Tax planning
  • Sources of finance
  • Stock control
  • Cash flow and turnover

If you are starting a franchise or buying into one, then you want to make sure you are building a solid business foundation. This includes getting the right business structure, accounting software, insurances, website and business assets.

Your choice of business structure is critical. You want to make sure you set the business up in the right structure from the onset, because if you decide to change it later then this could result in a costly capital gains tax.

If you choose to work with wealthpreneur®, we will determine the best structure for your business to ensure you have the most tax effective business, for now, and in the future.

While many franchises operate like businesses, there is often extra reporting, compliance, paperwork, and fees associated with running a franchise. We specialise in working with franchise owners. We assist with financing, managing the cost of the operations, franchise agreements, and franchise obligations.

We will also give you business advice so you can run and manage your company profitably. We do this by giving you knowledge, information and experience to strengthen your financial and business management skills.

Real Businesses, Real Stories

Success stories from the client we have assisted

In 2006, a business client approached wealthpreneur® for advice on buying into the Pizza Hut franchise. They knew they wanted to buy two stores, but didn’t have a business structure set up or plan for how to best purchase the two franchise stores.

wealthpreneur® provided coaching, effective ideas and business structuring. One important aspect of the coaching was making the client aware of the need to focus on the exit plan and the long-term business plan – not just the first two purchases.

The result was that the client had a solid business structure set up, which enabled them to expand safely, quickly and cost effectively. They bought seven Pizza Hut franchises and, best of all, wealthpreneur® helped our client save over $1,000,000 in Capital Gains Tax. As you can see, the benefit of our tax advisory services can significantly affect your business’s financial outcome.

TESTIMONIAL VIDEO

 Contact our specialist accountants on +612 8896 6166 to discuss SMEs or franchises

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Real Business, Real Stories

Success stories from industrie types we've assisted

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Parramatta Office

Level 15, Deloitte Building, 60 Station Street, Parramatta, NSW 2150

Hurstville Office

Suite 294,9 Crofts Avenue Hurstville NSW 2220

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