Budgeting, Finance Applications & Cash Flow
Budgeting can make or break your business... not only business budgeting, but also personal budgeting for those having trouble in wondering where their hard earned money is currently going and how it could be saved
Finance applications, cash flow forecasts and projected income for the bank and business planning are much needed requirements that CM Wheeler & Associates can prepare for you. Perhaps you are looking at purchasing an investment property. Let us help with the projection so you can determine if it is financially suitable for your situation.
Bookkeeping
If you require our bookkeeping services we can provide them monthly or quarterly. These figures can then be used on your BAS statements.
Annual figures are transferred to the associated tax return/s.
If you have your own system and you are online, we can connect to your system and check your entries. From these we can adjust any errors and ensure your BAS are correct at the end of the year.
We download your end of year figures, adjust for end of year entries and prepare your annual Profit & Loss and Balance Sheet/s.
Most small to medium business owners take on the task of bookkeeping themselves, often having to work evenings and weekends to keep up to date. Assistance with your own bookkeeping either manual, computer or online programmes form a major part of our business. Our explanations are directed to you in terms that are simple and easy to understand allowing you to spend more time on your business. Our range of bookkeeping services includes:
Set-up and training on MYOB / XERO
Data entry and processing of transactions, either monthly or quarterly
Preparing and lodgement of BAS
Monthly or quarterly financial reporting
Business Start-Up
We offer advice in setting up new businesses, assistance with the decision on entity structures, explanation of GST decisions on registration, assistance with applications for ABN/GST/Business name registrations/Tax File applications and explaining details of BAS preparation.