Financial and Management Accounting

At least annually we prepare financial statements for all our business clients. These incorporate a profit and loss statement and a balance sheet report. These are prepared to meet the ATO reporting requirements and also to assist our clients in understanding the financial performance and position of their business.

For some business clients we prepare financial statements on a more frequent basis. These are used for more regular analysis of the business performance and for tax planning purposes. With many of our business clients using MYOB to maintain their financial records, we often help them to undertake analysis using Microsoft Excel and produce regular management reports.

 

Financial & Risk Management Advice

Our Accounting team meets with clients almost every day to discuss clients' financial affairs and risk management matters. We often provide advice on strategies to better manage or improve clients' financial position. 

Our accountants answer clients' telephone and email queries as they arise in matters such as buying a new vehicle, buying or selling investments or employing a new staff member.

Corporate Secretarial Services

Oakbridge Group has a dedicated team of Certified Practising Accountants, who attend to the corporate secretarial requirements of companies operated by our clients. This includes holdings and maintaining the corporate registers and meeting the ASIC annual company statement requirements. 

 

Business Appraisals & Due Diligence

Our Certified Practising Accountants (CPAs) are often asked by our clients to undertake reviews of the financial management practices or business processes of their businesses. We also assist clients in reviewing financial and business information relating to businesses they are interested in purchasing.

Due Diligence 

Once a client has made an offer to buy a business, Oakbridge will be engaged to complete a due diligence. This is a detailed analysis of the business and financial information provided by the vendor. We provide a detailed report summarising our findings and recommendations.

Business Advice, Strategic Planning & Development

At Oakbridge Group, our Certified Practising Accountants (CPAs) have clients all over Perth ranging in size from sole traders to small/medium entreprises that operate across almost every industry sector.

Through the combined experience of our Accounting team members, we have access to many years of business experience and resources. This is supplemented through our professional affiliations.

We provide business advice during meetings with various clients, and attend to our clients' email and telephone queries. We also provide our clients with more structured advice and planning assistance:

  • Preparing business plans and finance proposals for new and existing businesses. Our approach in undertaking these assignments is consultative – we work with our clients to produce a plan or proposal which incorporates their knowledge of the business and industry, supplemented with our financial acumen.
  • Preparing strategic plans with our client’s management team. This is normally a staged project where we facilitate a number of planning sessions to discuss where the business would like to be in 3 -5 years, the current position of the business, and strategies / actions to achieve the business goals. With the assistance of the client this is then formulated into a strategic plan to guide future activities.

Tax Return Preparation and Advice

At Oakbridge Group, our Accounting team can prepare and lodge income tax returns, ranging from straight forward individual tax returns to partnerships, companies and trusts.

Our accountants can attend to the preparation and lodgement of income tax returns for Self-Managed Superannuation Funds (SMSF) as well as assist clients in meeting various tax obligations, including GST, FBT and payroll tax.

Our accountants are also available during the year to provide tax advice. We often receive queries regarding the following matters:

  • capital gains tax on the sale of investments
  • negatively geared investment properties
  • salary packaged motor vehicles
  • contributing to super and the government co-contribution

If our clients have queries that are outside of our area of expertise, we have a number of professional affiliates who we can refer you to.

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