Our Guided Business Services

Get Your Business Structure Right

Step 1

· Review what you currently have in place;

· Determine the correct business structure for you;

· Advise on steps and costs to implement/update;

· Prepare and execute all relevant documentation;

· Prepare all relevant tax registrations;

· Lodge all relevant documents with government authorities;

· Hand over your new business/structure so that you’re ready to walk into a bank, open an account and start trading.

Pricing: Once off and case by case

Get the System Right

Step 2

· If you are not using Xero, you should be!

· We will advise on the right subscription for your needs;

· Import our standard chart of accounts;

· Set up bank feed subscription;

· Set up payroll including employee entitlements;

· Provide training on how to use the software;

· Import data from your old system;

· Provide ongoing support.


Pricing: Once off and based on fixed schedule

Manage Taxation & Accounting

Step 3

· Determine all accounting and tax requirements for 12 months;

· Clarity on who will be doing what each month/quarter;

· Provide a clear and fixed price quote;

· Monthly instalments by direct debit from bank or credit card;

· Updated each July, quoted 12 months in advance;

· Service includes all phone calls, emails, meetings;

· A continuous flow rather than a series of one off tasks;

· Our aim is to make this run like clockwork.


Pricing: Set monthly fee based on specific attributes

Business Improvement

4. Cashflow & Planning

· Measuring cashflow is more important commercially than measuring profit;

· Traditionally, cashflow reporting has been tedious and cumbersome. Once source data is in good shape, we use smart tools to make this easy;

· Beyond cashflow reporting, the next steps are to prepare a budget, define and report KPI’s, and perform ‘what if’ analyses.


Pricing: Proportional uplift in monthly accounting

5. Remove Specific Pain Points

· Every business has its specific pain points

· There is an abundance of smart tools out there to help, though it’s hard to know where to start;

· We can analyse your pain points and either recommend, recommend and implement, or recommend, implement and maintain solutions.


Pricing: Once of and case by case

6. Use Trusted Partners

We’re good at what we do, though we can’t do everything!


When needs arise beyond our expertise, we will happily refer you to the appropriate professional.


· We will recommend someone we know and trust;

· We usually recommend people we use for our own business;

· Common areas include legal, insurance and lending.


Pricing: Between you and the provider.

7. Manage Wealth Generated by Your Business

· Allocating business profits in a smart way to build wealth;

· Help to build passive income to complement your ‘hard work’ income;

· Define what is important to you and your family - use this criteria to set financial goals;

· Help to plan your retirement and eventual business divestment and/or succession;

· Improve the quality of your current life and your life in retirement;

· Protect your greatest single asset - yourself.


Pricing: Standard schedule

Webb Financial (Financial Planning) Pty Ltd ACN 82 624 258 224 T/As Webb Financial, and James Mottram are Authorised Representatives of Synchron AFS Licence No 243313 for financial planning services.

P: 02 4244 4054

E: info@webbfinancial.com.au

F: Don't be hilarious! That's way too old school!

Suite 4, Level 4, 166 Keira Street

Wollongong NSW 2500

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Webb Financial (Financial Planning) Pty Ltd T/As Webb Financial ABN 37 622 060 422 and James Mottram are Authorised Representatives of Synchron AFS Licence No 243313 for financial planning services.

Credit Representative 525865 is authorised under Australian Credit Licence 389328

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Webb Financial (Accounting) Pty Ltd ABN 37 622 060 422

Webb Financial (Financial Planning) Pty Ltd ABN 82 624 258 224

Webb Financial (Lending & Finance) Pty Ltd ABN 15 643 433 890

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