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

Capitaliz

Vice President (Client Relationships)

Lead Exit Planning Analyst

SamWalters.info

Business succession blogger

Alt Exit Group

Founding Member

Mentored with Mark Bouris

Team Member

Succession Plus

Accredited Adviser

Associate

Succession Plus specialises in helping business owners with their exit strategies. I assist with client management and financial analysis in strategic advisory, business sales and capital raisings. I'm also coordinating multiple internal and external systems development projects.

Senior Analyst

Performing financial analysis, business valuations, composing business plans, succession and exit plans, information memoranda for business sales and capital raisings.

Accountant / Analyst

Kilpatrick Lake Mackenzie

Composing financial statements, taxation and compliance services for Trusts, Partnerships, Small Proprietary companies, SMSF. Conducting SMSF audits and accompanying senior accountants on external audits of NFPs.

Intermediate Tax Accountant

Ingram Cole & Land

Working with Partnerships, Small Proprietary companies, SMSF

Intermediate Accountant

Capitaliz.com/now

🖊️ Hey, I'm Sam, VP of Client Relationships at Capitaliz. I write about privately-owned business exits around the world: the good, the bad, the ugly. Connect with me and/or follow #exitstory for more.

--

There's an asteroid size problem in business #exitplanning today: value invisibility. 

The Exit Planning Institute estimates that 78% of small business owners intend to use the sale of their business to fund more than 60% of their retirement.

Many owners, if not most, have never had a #valuation performed on their #business. 

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So we at Capitaliz decided to invent Dynamic Revaluation. 

Dynamic Revaluation is the closest thing there is to real-time valuation of a private company.  

Want to see how it works? Go to capitaliz.com and schedule a demo.

--


🚨 Want to be in the top 17% of business owners? You'll need a documented exit plan for that. Get in touch with one of our advisors in 5 countries here: capitaliz.com/find-an-advisor 


🇦🇺 🇳🇿 🇨🇦 🇺🇸 🇬🇧

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