Business Planning 2022

So many changes have occurred over the last couple of years and here at Nationwide Bookkeeping & Accountants Services we feel we have done everything we possibly could to help our clients navigate and survive in this ever-changing landscape.
And in 2022, we see plenty of challenges ahead to keep us on our toes ensuring we continue to give all our clients the most current and up to date advice delivered in the most proactive, agile and valuable way.
So, what are some of the challenges that we believe may affect our clients’ businesses and livelihoods and for that matter our own business and livelihood?

Here at Nationwide Bookkeeping & Accountants Services, we are committed in helping our clients survive the year ahead and hopefully helping them thrive in the process, and have developed a number of planning packages for 2022 to help us achieve this. We invite you to take us up on at least one of them to not only future proof your business but to give you comfort and preparedness for the year ahead and we outline them below for your consideration.

Financial Health Check
The better you understand your business, the easier it will be to make more money and improve cashflow.

Management decisions rely on a sound understanding of the financial drivers in your business.  Financial Awareness Coaching is a great starting point for you to gain confidence and important business knowledge to successfully lead and manage your business.

This service enables business owners to fully understand and interpret their numbers, therefore gaining a strong foundation on which to manage their cash flow and grow their business. 

A financial health check will help you to understand your personal living expense needs and your key financial reports:
  • Ensuring accuracy going forward
  • Ensuring a clearer format to aid decision making
  • Making informed decisions with better understanding of the financial implications
  • Managing and monitor your cash flow effectively, as well as your debtors and creditors
  • Beginning to understand other information you may need to capture monthly
If you want to truly understand how much money you need to have the lifestyle you desire the profit you’re making and the variables that can improve this, then this is the plan for you.

Your investment in a Financial Health Check is $550.

Business Planning
Success is about planning and we want to help you achieve success.

  • Do you have a current Business Plan?
  • Have you set realistic and measurable goals?
  • Do you have clear strategies to achieve your goals?
  • Do you regularly review your goals in regard to changing circumstances?

A Business Planning session will require you to take time out from day to day activities in the business to focus on the business. Together we will review your past performance and clarify future direction. You will set solid and realistic business goals and define strategies for achievement.  At the end of the session, you will have a one page Business Plan which will act as a guide map to ensure you are on course for success.

We believe every business should have a Business Plan and even more so with the uncertainty that is around us.  

This is the plan for you if you want:

  • To increase the level of growth, profitability and cashflow in your business
  • Support to unlock your business potential
  • A clear outline of what you need to do to unlock this potential
  • A document against which to measure your progress

Your investment in a Business Plan is $1,100.

Tax Plan
We realise some clients will actually become busier with COVID-19 and also some clients may have been very profitable up until now.
To ensure you don’t pay excessive tax on these profits, a tax plan will ensure appropriate tax saving strategies are put in place before 30 June 2022.
Many of the strategies are required to be carried out before 30 June and cannot be implemented after that date.

If your business operates via a trust, we will prepare your required ATO trust distribution minute.
We will also look at some 2022/2023 planning as part of this review with respect to your goals, pricing and profit plan.
So if you feel you have been travelling pretty well this year and want to ensure you don’t give the ATO any more of your hard earned dollars than you have to, then our tax planning service has your name on it.
Your investment in a Tax Plan is $1,925.

We have attached a brochure to assist you in choosing the option that best suits your needs and your budget. We have also taken the liberty of including our questionnaire which includes some of the issues we will consider as we work through your plan. 

We look forward to hearing from you and working with you during these uncertain times.
Should you wish for us to undertake one of these very worthwhile plans, please return your completed questionnaire and intent to proceed advice to by 1 June 2022.

Kind regards,

Melissa North

Attachment: 2022 Business Planning Package

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