How We Can Help You
Proudly Supporting Local Clients
It's our job to provide our clients with the support they require to achieve their goals.
How can we help you to succeed?
At Townsville Accounting we provide a range of services dependent on our client’s needs. Our firm provides
accounting, advisory,
bookkeeping and
taxation services. Our team also provides clients with software training and support for clients who wish to immerse themselves in their daily figures.
Our Process
1. Initial Contact & Enquiry:
Clients get in touch via phone, email, or through our website contact form. We have a brief discussion to understand your requirements or the support you require. Then we can arrange an appointment for a meet and greet.
Depending on the client’s needs, we offer half-hour or full-hour packages with our principal accountant to discuss. Our friendly staff will assist you in selecting a package that best suits your needs.
Prior to your meeting, we provide you with a checklist of items you may wish to send through beforehand, which helps define the scope of the meeting. This also ensures that you receive the best quality advice tailored to your circumstances.
2. Initial Consultation:
We meet our clients in person or via Zoom to assess your goals and requirements. This gives all parties the opportunity to discuss the services we can provide to help you reach your goals. We also explain our pricing structure and engagement terms.
3. Proposal & Engagement Agreement:
A tailored service proposal is prepared based on your specific needs. We provide an engagement agreement outlining scope, responsibilities, and fees. Once signed, you’ll submit any necessary documentation to proceed.
4. Onboarding Process:
We collect your records and required documents. Our team sets up your accounting software or reviews your current systems. You will also be introduced to our team, who are all here to help you.
5. Ongoing Accounting Services:
We provide regular bookkeeping, payroll processing, and financial reporting as agreed. Tax planning and compliance support help keep your obligations on track. Monthly or quarterly check-ins ensure your financials stay healthy and up to date.
6. Advisory & Growth Support:
We offer strategic financial planning to support your business growth. Cash flow management and forecasting are reviewed regularly. We also assist with compliance, audits, and industry-specific financial matters.
7. Annual Tax Preparation & Filing:
Your financial statements are reviewed at the end of the financial year. We prepare and lodge your tax returns accurately and on time. Opportunities for deductions and tax-saving strategies are also considered.
8. Ongoing Support & Annual Review:
We’re available for financial guidance and to answer any queries. An annual review meeting is held to assess progress and plan ahead. We make recommendations based on your business changes or future goals.