This comprehensive booklet has all the information your client needs to know about negatively geared property and is designed as a tangible, information packed resource (personalized for your firm and valued at $49) that they can refer to at a later time.

It is a resource that positions you as a “not your average accountant” who cares about their needs and provides fantastic service.

Contact us now for more information.

Cashflow Manager Pty Ltd

Level 5, 144 North Terrace, Adelaide, South Australia 5006 Australia

Phone: 1300 88 78 68 (+61 8 8275 2000 Overseas)
Fax: 08 8275 2075
Email: info@cashflow-manager.com

Office Hours: 8.30am to 5.30pm Adelaide time Monday to Friday (Public Holidays excluded).

This comprehensive 44 page booklet answers all your clients’ questions about starting or buying a business and covers topics such as business structures, tax registrations, insurances, accounting software options, employing staff, legal issues, working from home and preparing a business plan.

So when you consult with clients using “Business start-up Manager”, they walk away with a tangible, information packed resource (personalised for your firm and valued at $49) that they can refer to at a later time and positions you as a ‘not your average accountant’ who cares about their needs and provides fantastic service.

Contact us now for more information.

Cashflow Manager Pty Ltd

Level 5, 144 North Terrace, Adelaide, South Australia 5006 Australia

Phone: 1300 88 78 68 (+61 8 8275 2000 Overseas)
Fax: 08 8275 2075
Email: info@cashflow-manager.com

Office Hours: 8.30am to 5.30pm Adelaide time Monday to Friday (Public Holidays excluded).

How many times have you sat down with a client to discuss the establishment of a new business? I’m tipping your answer is … hundreds of times!

You start the interview with a series of ‘fact find’ questions about their proposed business venture and then discuss alternative tax structures, registration requirements for TFN, ABN and GST plus a myriad of other things including accounting software selection, business insurances, motor vehicle claims and possibly the preparation of a business plan and cashflow budget… sound familiar?

At the end of the meeting your client leaves the office empty handed with their head spinning. The advice is generally all verbal and probably forgotten within 48 hours.

Not any more…

The “Business Start-Up Manager” is a software program that incorporates an electronic checklist of topics to cover during the client meeting. By simply ticking the appropriate boxes the program will automatically generate a detailed letter of advice together with a summary of the taxation implications of the nominated business structure. The program ensures that you (or your staff) have covered all aspects of starting a small business and it also pre-fills your tax invoice to the client.

For example, if you register the client for a TFN, ABN and GST and tick those boxes on the checklist, it will pre-fill this information on both the letter of advice and your tax invoice.

View “Business start-up Manager” Overview

To complement the software we have also published a comprehensive 44 page booklet that answers all your client’s questions about starting or buying a business. The booklet covers topics such as business structures, tax registrations, insurances, accounting software options, employing staff, legal issues, working from home and preparation of a business plan including cash flow projections.

The ‘Starting or Buying a Small Business’ booklet and Business Start Up Manager software offer Accountants a systemised approach to clients starting or buying a business. At the end of the meeting your client walks away with a tangible and valuable booklet (labelled with a recommended retail price of $49) that they can refer to at a later time and the next day they receive a letter of advice from you together with your invoice. No more free advice!

Our Accountants focus group report that they are ‘brilliant tools’ worth hundreds if not thousands of dollars. You can obtain additional copies of the booklet for just $15 (+GST) each. A minimum order of 10 booklets is required if you would like them customised with your firm details and logo on the front cover.