Profit and Loss Statements and Balance Sheets may seem like no fun, but the truth is, they’re the keys to understanding whether your business is at capacity to grow.
A look into your assets, liabilities, income and expenses will shed some light into areas where you can save and invest. Ask us to put together your financial statements over time so you can analyse and prepare for times ahead.
Budgeting & Forecasting
Budgeting is one of the best tools for setting financial goals and targets. Not to mention it’s much more effective to run a profitable business when you have accountability, guidance and KPIs to reach.
Based on previous performance we can provide budgeting and forecasting information to help you plan your cash flow better and make informed decisions at the right time.
Are you guilty of accumulating piles of paperwork or incorrectly plugging entries into your accounting software? Perhaps you’re done with holding onto loose receipts and doing your books manually? We’ve seen it all before, so don’t worry – we know exactly what to look for so we can clean up your accounts and get them up to date.
Technologies are being updated all the time – with so many options, it’s hard to know exactly which way to turn. Luckily, we’ve tried and tested just about all of them so you don’t have to!
We can help you install software and get you up and running with the best fit. If you need a crash course on how to navigate your way around, save yourself the YouTube videos and the how-to articles and ask us to take you on a walk-through instead.
A recent study by the ATO found that 20% of employers weren’t making the correct superannuation contributions to their employees! With a little assistance from Dan & Joe’s, your business doesn’t have to be at fault.
Super guarantee (SG) payments are typically made to funds on a quarterly basis and we’ll act on your behalf to make sure those totals are recorded, reported and processed the way they should be.
Some people prefer to keep everything in-house and if you’re that roll-up-your-sleeves kind of business owner, there’s nothing wrong with getting a bit of coaching. Book in a session with us and we’ll teach your how to improve your books or check over your entries for that sign of approval you’ve got them correct.
Don’t see what you’re looking for? Speak to us on +61 419 999 606 or email@example.com
and we’ll point you in the right direction.