pinnacle

a financial gp for your business

A first-class general practitioner provides good advice, not just prescriptions. At Pinnacle Business we see that today's commercial environment needs a total financial service. Yes, prescriptions are important. We'll do that for you, too. But we're about much more than tax outcomes.

Pinnacle's 40 years of public accounting, structural and planning experience means we're able to support business sustainability at every stage. From start up guidance - based on profit as the path of success - to regular financial mapping, Pinnacle places its faith in client partnership.

Pinnacle delivers support on business structure, internal accounting, software, training, payroll reporting (STP) and superannuation (Payday Super). And don't forget Pinnacle is a financial adviser able to provide comprehensive business management support, grounded in solid accounting practice. Then, we take it much further.

Your business

A year round commitment

Business doesn't go away - and that's the idea, of course. But neither do the pressures and sometimes it's not hard to lose sight of financial priorities. Which means you may need to know more about the complete picture of your business than you do at present.

Pinnacle Business eases the pressure with regular financial snapshots. We work with you to keep you in control of your business issues. The dividend for you from this investment, we believe, is more creative time to plan and develop your product, service and customer relations strategies.

And for major initiatives - a vehicle purchase or investment property, housing loan, family trust, negative gearing, alternative investments - Pinnacle provides objective evaluation and advice through which to formulate your critical business development decisions.

Your business options

Consultation and Control

Let's take an example. On a negative gearing initiative, Pinnacle will consult and evaluate asset acquisitions, holding costs, growth strategy and exit costs for you, as well as the likely tax scenario.

We're also the adviser for businesses where it's not practical to retain an in-house financial controller, when you nonetheless need a proactive financial sounding board.

Pinnacle emphasises financial management solutions before tax. Why? If they're not in place there won't be any tax issues, because there won't be any profit. And Pinnacle is committed to continuous improvement, seeking always to exceed your expectations and providing something extra you didn't expect.

Pinnacle will guide your business through all compliance, BAS & GST, paygw and fuel grant issues. And if there's an area where we can't assist directly, you can have complete confidence in referrals to our network of preferred professional advisers.

Added information

Added value

With more business information, your business will function better. Your life will, too. A business is a family undertaking and a responsible financial service also supports its clients' lifestyle and family needs.

Pinnacle's goal is clear. We want to make life easier for you, your business and your family. Staying in touch with a complex corporate environment lets us select clients who share this philosophy. By encouraging the personal involvement of business owners, we've found that new opportunities, unavailable through conventional tax-based providers, arise seamlessly.

That's why you can always see our Senior Partner, Terry Grace, a Fellow of the CPA, a past Member of its Public Practice Committee, a chartered tax advisor and a Member of the Australian Institute of Company Directors and JP. The resulting two way information flow supports you in taking your business to its natural pinnacle. Terry is also ably supported by a team of accountants who can be counted on to provide a professional client relationship.

services

Added value

Business Capabilities

N

Taxation

Taxation compliance

Tax office liaison

BAS/GST consultative & compliance

Capital gains tax consultative & compliance

State tax consultative & compliance

Superannuation accounting & administration

N

accounting

Accounting analysis

Costs analysis

Small business management systems

Support for XERO, MYOB and Reckon

N

business

Business acquisition

Business plans

Business start up

Business structure (company, trust)

Business development

Business valuations

Feasibility studies

Franchise development

Major project financial administration

N

finance

Small business financing

Leasing, CHP, chattel mortgage financing

N

Other services

ASIC liaison

Court specialist attendee

Honorary accuracy reports

Investment guidance

Property acquisition

STP completion

Staffing & employment contracts

Workers compensation compliance

Specialist professional referrals

Legal, insurance, finance, super audits, retirement planning,

Marketing

Individual Services

N

General

Taxation compliance & tax office liaison

Capital gains tax - consultative & compliance

Property acquisition

Investment guidance

Specialist professional referrals

Legal, insurance, finance, retirement planning

Do you require an appointment?

Contact Info

Pinnacle Business - St Marys

PO Box 237

St Marys NSW 2760

Daily - 9:00 am to 5:00 pm

Disclosure:
Liability limited by a scheme approved under the Professional Standards Legislation.

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