Businesses

The STARTER Plan

The “Vista” View

PAST

• Accounting for tax and compliance that tracks your past year

• Preparation of Financial Statements, Balance Sheet and P&L

• ASIC corporate secretarial management for the year including unlimited form preparation and lodgments

• Activity Statements – Business and Instalment

• FBT Returns

• Loan documentation

• Identify risks and make recommendations

• Finalisation meeting – make action plans to guide you on a better path

PRESENT

• Management reporting with real time KPI dashboards for strategic leaders with a plan

• Utilising past data and comparing to present day data

• Visualising trends / patterns

• Identify risks and make recommendations with action plans and tracking

• Monthly or quarterly catch ups to track progress

• Phone support

FUTURE

• Everything in PRESENT + budgeting and forecasts so you can accurately track your progress against the plan

• Year-end Tax Planning

• Identify short-term projects, long-term projects

• Monthly or quarterly catch ups and phone support

The PROFIT Plan

The “Vista” Nurturer

NURTURE & GROW

• Access to webinar training

• Mentoring and coaching

• Exclusive Online Academy/Group

• Keep informed through Social Media updates

• Monthly Q&A calls

SPECIAL PROJECTS

Identify what you need:

• Debt detonator/maximise value of purchases / rewards program

• Risk reduction

• Tax optimisation

• Sell business

• "Vista" saver

• Cash flow magic

• 4 hour work week

The WEALTH PROTECTION Plan

The “Vista” Legacy Protector

STRUCTURES

Recommend you the right structure:

• To sustain growth

• Protect your assets

• Optimise your tax position

• Develop efficiencies and automation

• Save on future costs with effective planning

SUCCESSION PLANNING

• Controlling the assets now and into the future

• Managing stakeholders

• Diversifying responsibilities

• Future driver of the business

PROFIT PLUS PLAYBOOK

• Advanced strategies for mature businesses

• Planned sale of business for a profit

• Franchising arrangements