Business Advisory

We work with you closely and develop strategic plans to meet your financial goals.

We proactively help you in key business financial management so you can make informed decisions to grow your business.

You focus on making money and managing your business…
We’ll focus on the accounting and business strategy.

At Lee & Lee, we truly are passionate about helping business owners take their business to the next level. In fact, our dynamic team can help you grow your business, increase your cash flow and profitability. We work with you and provide strategies customised to your financial goals and minimise your tax obligations.

We offer a range of advisory services including:

Business Start-Up Services

We want you to succeed so we will help you to get it right from the start. Our business start-up services include:
  • ✓ Business Entity Structure
  • ✓ Business Restructure Advice
  • ✓ Formation of Company or Trust and application of necessary tax and GST registration
  • ✓ Business name registration
  • ✓ Asset protection Advice and Strategies
  • ✓ Accounting software solution and set up of Xero cloud accounting
  • ✓ Cloud bookkeeping, BAS and STP
  • ✓ Business acquisition advice and due diligence review

Business Growth, Projections and Forecasting

To ensure the long-term success of your business, it is important to monitor your business performance on a regular basis. We offer a range of services including:

  • ✓ Building Financial Freedom together. Grow your business together We are passionate in helping you to achieve your financial freedom.
  • ✓ Helping you to set business goals, educate you about business and finance, and investment options and strategies
  • ✓ Business Check Up and Health Check
  • ✓ Strategic Planning including development, implementation and ongoing monitoring
  • ✓ Business Cash Flow Planning, Forecasting and Budgeting
  • ✓ Benchmarking and Key Driver Analysis
  • ✓ Financial reporting analysis
  • ✓ Finance options and advice – we provide cashflow forecast and projection for bank funding
  • ✓ Analyse anticipated major key expenses
  • ✓ Advise appropriate actions and strategies to improve your bottom line

Succession Planning

Succession planning is not just for those looking to retire. Every business owner should have a well-designed succession plan early to maximise their exit opportunities. We can help you with various options:
  • ✓ Family Succession and transferring ownership to the next generation
  • ✓ Business sale – selling all or part of your business
  • ✓ Admission of new business partners
  • ✓ Restructure or scale-down
  • ✓ Management buy-out
  • ✓ Small Business CGT Concessions and Rollovers
Our aim? To ensure that your business is making money and growing… giving you more time to achieve your personal goals. Free up time to spend it with family instead, knowing your business financials are solid.

Get In Touch

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