Numus
Business
Services
Using analysis & strategy to maximise profit & wealth
Chartered Accountants
Chartered Tax Advisers
Business Strategists & Advisers
- Trusted
- Experienced
- Professional
Medium-sized Business Specialists
This is how I can help you:
As you travel on your business journey you will encounter problems.
Business problems, tax problems, money problems, red tape, and other problems that come out of left field.
I will help you solve those problems.
I will help you get ahead and make money.
I will listen very carefully to you.
I want to know your concerns, dreams, aspirations and goals.
I want to know these so that I can help you achieve them.
I will interpret your business story so that together we can make your business flourish.
I will show you how to use company’s and trusts to protect both your business and personal assets.
Any tax you don’t have to pay can be reinvested in the business to improve the business.
I will prepare tax planning strategies for your business and for you.
I will show you how the tax system works so you can make better decisions about cash flow, purchase of equipment, wage packaging, superannuation and investments.
Property has a cycle.
The cycle starts with low prices and then as time passes the prices rise and continue to boom.
This is known as the boom/bust cycle.
Where are we in the cycle? Is now the right time to buy? When will property crash? Should I buy a house, an apartment, office space or a factory? I will show you where we are in the cycle.
I will explain the type of property that will suit you.
I will explain to you where we are in the share cycle and what the investment trends are.
I will explain to you the big picture of the economy and what drives it.
Are we in the boom phase? Should you be cautious? I will show you strategies that you should be implementing in your business to cope with the economy.
You should use the wages you draw from your business plus any savings, as well as business profits to invest in assets that increase in value.
I will show you which assets go up in value.
So that you will have confidence to invest I will share with you what I do.
Business can be very challenging.
I support and encourage you to have the right mindset.
I will constantly review your business and show you what accounting and business technology you should be using.
I will prepare an analysis of your business and financial performance.
I will point out your strengths and weaknesses so you can make better decisions to improve your business.
I spend time with you.
I am accessible.
I will give you the same tips and advice that I give myself. Time is very important.
Time creates success.
I will give you my mobile phone number so you can contact me at any time.
I know that you will respect my weekends but sometimes
emergencies just happen.
The Greatest Tip for Business Success: To forge a strong and close working relationship with your Chartered Accountant. NAB conducted research that found that business owners who had a strong and close relationship with their Chartered Accountant had more success
NAB Insights 2018
The Magic Ingredient is Time
Everyone forgets about ‘Time.’
A farmer knows that it takes time to grow the crops. But when that time passes and the
crop has matured, the farmer reaps the benefits of the harvest.
Every business is like a farm.
The business must embrace time.
The chartered accountant and chartered tax adviser must spend time with the owners to
understand the business and the dreams and aspirations of the owners.
The owners must spend time with the chartered accountant and chartered tax adviser to
reap the benefits of their understanding, experience and knowledge.
You must allow the business profits to grow over time.
You must allow your investments to increase in value over time.
Importantly, you must know the right time when to invest and when to sell.
The economy, property, shares, commodities and businesses all have a cycle that repeats
over time. The cycle goes from bust to boom and then bust and then boom. Over and over.
Understanding ‘time’ gives you a great advantage.
I help you to understand ‘time.’
Engagement Success
We provide you with a smooth and easy process to engage our services with transparency and integrity.
This results in you being in control of what you need and allows you to consider if any other services are beneficial to you.
Understanding your needs is essential to engagement success.
The process is as follows:
1. Initial Meeting
At the initial meeting Sean will ask you about the services you need. He will listen to you. He wants to know your dreams, aspirations, goals and the issues that are important to you.
2. Engagement
From the information provided at the initial meeting Sean will prepare an engagement letter outlining the scope of services, the price, the estimated time to provide the services, and the terms and conditions. You will have time to review the engagement letter and, if acceptable, sign it.
3. Services Performed
Once the engagement letter has been signed by you the services will be performed by us.
4. Working Together
During the time we perform the services we may discover processes or issues or strategies that could be beneficial to you. You may identify other services you require. As such we will prepare another engagement letter that will incorporate those additional services to improve your business and your personal wealth position.
5. Our Mission and Vision
Our mission is to help you achieve the success you deserve. Our vision is that your business and personal wealth position will grow over time.