We are Taxation and Business Advisors in Sydney.

Services include: 

  • Business Taxation advice

  • Personal Income Tax Returns

  • Super and SMSF advice

  • Finance and Mortgages

  • Accounting and Bookkeeping

 

Professional Standing

  • Member: ICAA

  • Licenced Auditors

  • Registered Business Agents

  • Registered Tax Agents

 

Lockwood and Ward • Taxation and Business Advisors • Level 9, 50 Clarence St Sydney NSW 2000

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Business

 

Business Management
 

Advisers to Privately Owned Businesses

Within small businesses, there tends to be only one or two persons who will make all management choices with regards to accounting, finance, personnel, processing or servicing, selling and marketing. This is done without the aid of internal specialists and often with detailed knowledge in only one or two functional areas. The term “knowledge or expertise gap” is an important area which has long been the point of discussion.

Having a full time finance executive or director is not an option for many privately owned businesses. Most often we find that business owners cannot efficiently handle financial matters which results in this part of the business becoming a burden, this is where an external service can help alleviate these issues.

Our clients often feel more secured and confident when they know that their financial affairs are being handled by a professional.

Many businesses face one or more of the following issues:

  • Rapid and uncontrolled growth resulting in cash flow shortages

  • Lower than anticipated profits

  • Lack of adequate finance

  • Insufficient financial and management information on which to base important business decisions

  • Lack of adequate management personnel and structure

  • Inadequate short and long term planning

  • Deciding whether to purchase another business or to expand

  • Issues such as these can be resolved with the appropriate information and advice.

Our aspiration is to be able to assist with the growth and maintenance of our clients business.

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June 20, 2019

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