Our unique 5 step process for business owners

Welcome to BWD Accountants! We have a unique 5-STEP PROCESS that we use with all of our clients to give them peace of mind that their financial affairs have been cared for in the best manner possible.

BWS Accountants offers a fixed price accounting and taxation service which uses the Xero Online Accounting System. It suits small to medium sized business owners who are looking for proactive advice to grow and manage their business.

(1) Protect

What you get

  • Asset Protection Analysis
  • Business Structure Advice
  • Estate Planning Review

Why is it important?

  • Protect your family's hard earned assets
  • Get your structure right from the beginning
  • Ensure your estate goes to the right people

(2) Fixed Price Accounting

What you get

  • Accounting fees paid monthly
  • Xero Online Accounting Software
  • Regular proactive advice
  • Tax Returns & Financial Statements
  • Business Activity Statements (BAS)
  • Tax Planning review (April/May)

Why is it important?

  • Easier cash flow management
  • Incredibly easy to use, unlimited users
  • Take any necessary action sooner, not later
  • Peace of mind your Tax Return is correct
  • BAS prepared and lodged by professionals
  • Properly plan to legally reduce your tax

(3) Wealthplan

What you get

  • Wealth "LifePlan"
  • Debt Reduction Strategies
  • Insurance Update
  • Superannuation Review
  • Managed Funds & Shares advice
  • SMSF Strategies

Why is it important?

  • Peace of mind you'll retire comfortably
  • Pay off your loans faster
  • Protect your family's lifestyle
  • Ensure your super is invested for growth
  • Professional advice to make right decisions
  • Take control of your super

(4) Growth

What you get

  • Virtual CFO
  • Cash Flow Protection & Profit Plan
  • Business Performance Health check
  • One-Page Strategic Plan
  • Growth Strategies
  • Customer Advisory Board

Why is it important?

  • Takes your business to the next level
  • Gives you a target for actual results
  • Highlights actions to improve your profits
  • Powerful, simple business strategy summary
  • Different ways to grow your business
  • Dramatically improves customer service

(5) Succession

What you get

  • Business Succession Plan
  • Business Valuation Report
  • Sale Information Memorandum

Why is it important?

  • Plan for the successful sale of your business
  • Discover what your business is really worth
  • Makes it easier to sell your business

Contact our professional team today for a quote for a tailored package of services for your business!