SaaS & E-COMM BUSINESSES

We pride ourselves on being industry specialists, with an up to date understanding of the complex Australian tax laws and regulations that apply to IT businesses. With a reputation as some of the best tax accountants in Sydney, what really sets us apart is our personal and dedicated service, all year round.
 

• Compiling, completing and filing your business tax returns so that you only pay what you owe, avoiding fines for omissions or missed deadlines

• Expert support with ATO audits

• Comprehensive tax compliance services, offering advice about the laws and regulations that are specific to IT companies

• Highlighting opportunities for deductions and credit

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Our specialist taxation advisors are not just here for you when returns and statements need to be filed – we can provide you with the help and support you need all year round, offering advice about all elements of taxation and how you can best make it work for you and your business.

Your dedicated industry specialist can work with you to develop a personalised business financial strategy that will help to maximise your finances and give your IT or E-Commerce business scope to grow. Working with our strategic partners, we can help you with the following:

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• Access to the most relevant and cost-effective insurance policies for your specific trade

• Support with sourcing and accessing business loans

• Advice about the best investment opportunities for you to secure the future growth of your business

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Working with you, we can devise the most effective wealth creation strategies, helping you to make the most of your finances and investments regardless of how well or badly things seem to be going for your business.

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We will keep you on track in the present and put systems and strategies in place to ensure that you can look forward to a brighter financial future!

Whether you are starting a new business, refining your operations, entering new markets, or preparing for succession after decades of hard work, our experienced business advisers work alongside you to help manage, grow, and scale your business with confidence.

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We take the time to understand your story — your vision, ambitions, key drivers, industry dynamics, and personal goals — so our advice is practical, relevant, and aligned to where you want to go.

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Our Business Advisory services focus on the commercial and strategic decisions that shape your business, including:

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• Clarifying business direction, growth priorities, and long-term objectives

• Reviewing and improving business models, operational efficiency, and scalability

• Advising on pricing, margins, product mix, and commercial decision-making

• Structuring businesses for risk management, asset protection, and succession

• Supporting people, incentive, and leadership decisions as the business grows

• Planning for growth, exit, or succession to maximise business value

• Acting as a trusted sounding board for owners and founders on critical decisions

We do not simply develop plans and step away. We partner with you through implementation, adapt strategies as conditions change, challenge assumptions when needed, and provide steady guidance at every critical stage — ensuring business success aligns with long-term personal, family, and lifestyle outcomes.

SaaS and E-commerce businesses operate in a fast-moving, margin-driven environment. Our CFO Advisory services help owners gain insight into profitability, cash flow, and growth opportunities while maintaining operational discipline.

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We help you:

• Produce management reporting and KPI dashboards (gross/contribution margins, inventory turnover, cash conversion cycles, ROAS, CAC)

• Forecast cash flow, working capital, and inventory needs for seasonal peaks

• Analyse product, channel, and marketing profitability

• Optimise pricing, marketing spend, and operational costs

• Prepare for funding, investor reporting, or growth strategies

• Strengthen financial systems, internal controls, and reporting accuracy

• Model different expansion or marketing scenarios for risk assessment

• Align financial insights with owner wealth creation and long-term goals

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Benefits: Improved margins, healthier cash flow, better operational decisions, scalable growth, and a clear financial roadmap for both business and personal success.