Services
We offer a wide array of tax, compliance and advisory services.
We adjust the mix of services to suit your circumstances, so consider the following list of services as examples, not the complete list of our capabilities.
Tax & Accounting
Tax and compliance matters. You’ll know that if you’ve ever been late with a lodgement or payment. “Garbage in, garbage out,” as they say. You cannot manage your business without accurate data.
what we do
Make sure your business structures are right for your stage of business.
Apply business valuation methods and check the business is as they say.
results
You’ll have peace of mind knowing ‘the red tape’ is being handled and real-time financials you can trust for decision making.
Virtual CFO
Need a CFO but can’t justify a person in-house? Our Virtual CFO service is a cost-effective solution. Ever wished you had a commercially experienced, financially savvy, independent advisor at call?
what we do
Go beyond the financials to give you insights into your business’ issues.
We advise you beyond the financials, looking at the business’ big picture.
results
You’ll have more confidence managing your growing business.
You develop a more valuable and easier to manage business.
Business Advice
Business structure affects how much tax you’ll pay, how profits are shared, and how at-risk assets are. Thinking about buying a business? What’s it really worth? Are there any issues for a potential acquirer?
what we do
Make sure your business structures are right for your stage of business.
Apply business valuation methods and check the business is as they say.
results
Save tax now and when you sell your business, and protect your assets.
Reduce your risk and know you’re paying a fair price for the business.
Retirement
Self Managed Superannuation Funds (SMSFs) are great when used well, and costly if mismanaged. Get a game plan for building your business’ value and passing it onto family or selling it successfully. It’s a topic many feel uncomfortable discussing, but it’s essential for your loved ones and your legacy.
what we do
Ensure you are making appropriate use of your SMSF for your situation.
Help you work out when, to whom and for how much you want to sell your business, then help you achieve that plan.
Estate planning covers Wills, Testamentary Trusts, Powers of Attorney, Guardianship decisions, Advance care directives, Life Insurance, Superannuation death benefit nominations and Burial arrangements.
results
Take full advantage of the tax benefits knowing you fully comply, not. Just now but also in retirement.
You’ll be more motivated in the short-term by having a clear end goal, you’ll maximise your gain and minimise your tax.
Be sure your legacy lives on as you envision, after you’re gone.
next steps
We make it easy for you to become a client. Switching accountants is actually easier than many people realise. Here are the steps…
INITIAL CALL
Click here to book a time for an initial chat. This goes for 15 to 30 minutes and is complimentary. It allows us to discuss your current situation and answer any questions you may have.
SCOPING
If after the initial chat we both decide there looks like being a good fit, we’ll arrange a scoping session where we meet with you to dive deeper into the support and services you require.
PROPOSAL
We’ll then put together a proposal for you, outlining your options and giving you all pricing up-front. No more unpleasant fee surprises.
ONBOARDING
We’ll send your existing accountant the required letter, get your files and information from them, as well as any required logins, and then set you up as a new PK client.
PK are responsive, flexible, knowledgeable and, most crucially, ethical. They took time to understand my circumstances and adjusted their approach to suit my needs. I would not hesitate to recommend them to others.
P.J – CHILDCARE INDUSTRY
get in touch
Get in touch with us today using our online form or book a meeting here.
Level 17 9-13 Castlereagh Street
Sydney NSW 2000
