Our Services
Roach Morgan-Jones offer a complete range of accounting services to ensure you meet your compliance obligations and have access to the information you need to make good business decisions for a successful financial future.
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We also offer a fully suite of business advisory packages, which are designed to help businesses with more than just their end of year compliance. These packages allow business owners to understand their business and develop goals and strategies to ensure success.
Accounting & Tax Services
BUSINESS SERVICES
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Financial Statements
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Management Accounting
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Bookkeeping
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Payroll Services
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Business Aquisition & Structuring Advice
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Self-Managed Superannuation Funds Compliance
TAXATION
At Roach Morgan-Jones we make sure you stay on top of your taxation obligations. We are committed to keeping up to date with changes to the tax laws. With preparation and planning we ensure your business effectively manages its tax position.
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Our taxation services include:
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Preparation of Income Tax Returns including: Personal, Company, Trust, Partnership and Superannuation Fund
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Preparation of Business Activity Statements
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Capital Gains Tax advice
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BOOKKEEPING
We provide a range of bookkeeping assistance, whether you want us to take complete control or just help around your month end or GST returns. We have the skills, tools and experience to save you time and effort.
Our qualified and experienced bookkeepers can help you with:
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On-site and off-site bookkeeping
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Experience with a broad range of software packages including MYOB, QuickBooks, Xero, Bank Link
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Payroll
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Data entry and bank statement reconciliation
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GST compliance and BAS preparation
Business Advisory Packages & Services
The FOCUS package
The FOCUS package is designed to assist established businesses seeking independent financial analysis of their performance. Helping business owners with financial and strategic goal setting, which is backed by regular meetings.
This business package is tailored to suit each individual business.
The FOCUS package includes:
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Budget and cashflow forecast
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Business health check
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Benchmarking report
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Development of a business strategy plan
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You can read more about the FOCUS package, including pricing.
The ESSENTIALS package
The ESSENTIALS package is designed to support informed decision making when commencing or purchasing a new business.
This business package is tailored to suit each individual client.
The ESSENTIALS package covers:
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Business structure
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Due diligence
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Benchmarking report
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Development of a business plan
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Business compliance
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You can read more about the ESSENTIALS package, including pricing.
The FREEDOM package
The FREEDOM package is designed to assist busy people in business. It takes the worry out of keeping your bookwork and lodgement up to date and allows you to focus on what you do best... Running your business!
This business package is tailored to suit each individual client.
The FREEDOM package includes:
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Bookkeeping and BAS
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Payroll Obligations
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Tax estimate
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Benchmarking report
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Business health check
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You can read more about the FREEDOM package, including pricing.
The CFO package
The CFO package is designed to assist established businesses in taking the next step in financial management and decision making. It provides access to the skills and expertise of a CFO, without retaining one on a permanent basis
This business package is tailored to suit each individual business.
The CFO package includes:
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Business health check
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Benchmarking report
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Management accounting
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One on one meetings
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Development of a business strategy plan
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Business compliance
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You can read more about the CFO package, including pricing.
Business Benchmarking Reports
Benchmarking allows us to measure the performance of your business or a business you're looking to acquire against industry averages across the country and businesses of similar size and location. It allows you to understand how each aspect of your business is performing and what areas need improvement.
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The benefits of our benchmarking reports include:
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Provides an in-depth industry analysis
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Details key benchmark comparison (eg income, overheads, net profit, etc)
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Offers strategies for business growth
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We can model potential profit outcomes based on changes to operations, income, expenses or implementing a strategic plan
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Yearly figures for a business can also be benchmarked against their own historical performance, which help you understand changes in business operations
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We can prepare an estimated business valuation, which can be used as a guide if you are purchasing or selling a business.
You can see an example of our Business Benchmarking Reports by clicking 'more info'.