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Optima Financial Group

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Optima Financial Group

Optima Financial Group

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Accounting, Business Services & Compliance

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We conduct business review assessments to check performance and efficiency of your business. We are then able to provide strategic based solutions to target key areas effecting your business improve profitability

Offer practical advice for small business owners on managing their finances, tracking expenses, invoicing, and understanding financial statements. businesses, including deductions, credits, and compliance with tax regulations.

Explain the significance of financial reporting for businesses, investors, and stakeholders, covering topics like balance sheets, income statements, and cash flow statements. Write reviews and comparisons of popular accounting software platforms like QuickBooks, Xero, and MYOB, highlighting their features, pricing, and suitability for different business needs.

Our technically trained team will work closely with you to prepare financial reports, assist you with budgeting and cash flow management for your business, help you implement accounting systems to enable you to monitor your business performance, account for your assets and investments and take care of your statutory record maintenance requirements.

Our expertise allows you to transform financial data into valuable insights, facilitating informed decision-making and enhancing the effectiveness and efficiency of your business operations.

We present this information, in conjunction with any other relevant issues, in a form that you can understand, and which assists you in management decisions. This can extend to attendance at management meetings, when required, to support the decision-making process.

a) Taxation:

Managing your business and cash flow is essential for success. Your tax advisor must be with you every step of the way. Our tax professionals will keep you informed about the latest changes affecting your business, allowing you to focus on your operations while we handle your tax requirements. We offer:

  • Preparation and lodgement of Entity Income Tax Returns
  • Preparation and lodgement of Fringe Benefits Tax Returns
  • Preparation and lodgement of Business Activity Statements (BAS)
  • Preparation and lodgement of Instalment Activity Statements (IAS)
  • Preparation and lodgement of PAYG Payment Summaries/Annual withholding reconciliation

our services

  • Tax Planning & Compliance
  • Business Planning & Advisory
  • Payroll Tax
  • Payroll & Administration & Bookkeeping Services
  • Self-Managed Super Funds
  • Cloud based accounting solution
  • Entity Formation
  • Corporate Secretarial

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