Business Advice

A successful and growing business is one of the most important paths to financial freedom.

At Crosby Dalwood, we are much more than just accountants – number crunching is only part of our job.

Our main focus is to provide our business clients with a “road map” so that they can see a path from where they are today to where they want to be in the future.

We take an active interest in your businesses and provide solutions and strategies in respect of each stage of your business life:

  1. Purchasing or starting a business
  2. Running your business; and
  3. Selling or closing your business or transitioning to the next generation

How we help our business clients:

  1. We ensure you are using the right tax structure to minimise your tax and offer maximum protection for your assets.
  2. We can provide an analysis of your business performance and help set and monitor KPI’s.
  3. By providing budgeting and cash flow projections.
  4. By assisting the business to review processes, systems and controls as well as operational efficiencies and implementing cost management strategies.
  5. By offering consulting services ie business planning, marketing, HR and recruitment.
  6. With legislation becoming more complex and constantly changing, we provide your business with up-to-date information. This is paramount because a greater number of responsibilities are being placed on small businesses.
  7. We help you save and invest your wealth to ensure your future peace of mind by working with you to develop a tax-effective retirement strategy*.
  8. Wealth needs to be protected so we provide solutions to look after your loved ones*.
  9. Other services we provide to help you work on your business include leasing and risk insurance.

 

*We are committed to ensuring the privacy and security of your personal information.  As an Authorised Representative of Count Financial Limited, we are bound by Count’s Privacy Policy.

*Crosby Dalwood is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 17, 1 Margaret Street, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 17, 1 Margaret Street, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.

Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.