The Saturday Strategy

Writer

Stream Accounting Pty Ltd

Managing Director

In conjunction with our clients, we will manage, maintain and control the internal accounts function of a business.

We are responsible for:

- keeping accurate records for tax purposes
- creating invoices to send to customers and automate bills processing
- controlling accounts receivable and payable 
- managing payroll, lodging Activity Statements (BAS & IAS) and 
- assisting with management of budgets and cash flow projections

We aim to provide a full service internal accounts function that is normally only provided to large business.

Business Owner

Etax Accountants

- Prepare and review for lodgement, individual online tax returns
- Attend to client queries
- Ensure supporting communications and documents are available to support tax returns

Tax Return Reviewer

Dillon & Elbourn Chartered Accountants

Preparing financial statements and income tax returns for companies, trusts, partnerships, SMSF's and individuals. 
Monthly IAS and BAS preparation for businesses and SMSF's.
Annual FBT preparation and lodgement.
Monthly payroll and payroll tax.
SMSF administration.

Accountant

My business journey started when I was in my mid 20's. I was attempting to make a cricket career take off and while I was doing so, I started working with small businesses who needed help with their bookkeeping.

Fast forward a decade, and, through my business Stream Accounting, I have been able to work 100s of small business owners with their bookkeeping and accounts needs. Growing our team has meant that I am focusing my time with helping the business succeed, while spending quality time with my young family.

Many of the decisions I have made in my own business, as well as the processes and strategies we have discussed with clients, have led to amazing improvements in cash flow, profit and overall business health for numerous people.

If you are on your own business journey, here's a few ways I can help you:

1. Subscribe to my newsletter; Saturday Strategy. Each week you will get free actionable tips to help you improve the cash flow of your business.

Go here: www.streamaccounting.com.au/saturdaystrategy

2. The Xero Training Course for Small Business Owners. Many small business owners manage their own bookkeeping, and you are one of those, we can teach you how to do it better so that your numbers are accurate and meaningful for you and your business.

Go here: www.streamaccounting.com.au/xero-training-course

3. Let my team help you manage your business finances and bookkeeping. The best first step is to book in a free discovery call to chat about how we can help you.

Go here: www.streamaccounting.com.au/discovery

Nathan Price

Newcastle Advisors

Newcastle Financial Planner

Spark Financial Group

Authorised Representative

Caifu Property

Program Manager

The Junction Financial Planning

Newcastle Financial Planner 

Rethink Group

OnePath

Sydney Financial Planner 

Goodwin Financial Services

Sydney Financial Planner

Nexia Court & Co

Paraplanner

Frequently Asked Questions

Why would I refer my clients to you?
The financial planners of Newcastle Advisors have been in the financial planning profession since 2005, supporting clients through the Global Financial Crisis (GFC) & the recent Global Pandemic, to become one of Newcastle’s leading financial planners.

At Newcastle Advisors we are committed to providing support to your clients to ensure they make the right financial decisions so they can live life on their terms.

Newcastle Advisors are knowledgeable, experienced and passionate about helping the people of the Hunter take control of their financial future.

Our clients trust our firm & advice, therefore they will trust our referrals – what can you offer them to build on this trust? 
Based on the knowledge & experience of Newcastle Advisors you can feel confident that the services offered & approach taken to your clients will build on the trust you have developed with them over time. 

What will you do to help grow my clients business & do the right thing by my client?
Our advisors take the time to understand what’s important to our clients & tailor a financial plan to suit their individual circumstances & financial goals. 

A simple step by step approach is undertaken with each client. 

How & when would you communicate the progress of the referral? 
You will receive regular updates outlining the progress of the referral’s case. The frequency of the updates will be agreed with you upfront. 

When is financial advice needed most?  
Our advisors are able to help your clients achieve their goals, no matter what stage of life they are at or what their goal is. 

Including; planning to get married, getting divorced, starting a family, saving for a property deposit, buying a property, looking for a job, starting your own business, expanding your business, funding your children’s education, get promoted at work and are paying more tax, struggling to repay debt, looking to streamline and simplify your financial affairs, needing to consolidate debt, worried about the financial security of your family.

What services can you provide?
Wealth Creation & Investment Planning, Cashflow / Budgeting Plans, Insurance Advice, Business Insurance Advice, Mortgage Repayment Advice, Investment Property Advice, Superannuation Advice, Retirement Planning, Self-Managed Super Funds, Investment Property Through Super Advice, Centrelink or Age Pension Advice, Aged Care Advice, Estate Planning Advice


Contact our team today to discuss how partnering with us could benefit you. 

Email: mmccabe@newcastleadvisor.com

Matthew McCabe

taplio

The Battle

Nathan Price

Matthew McCabe

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