Business Advisory — Green & Sternfeld

For a family enterprise, the numbers are only ever half the story. What compounds in value over time is judgement — knowing where the business is heading, and how to get it there without breaking what has already been built. Green & Sternfeld has long worked alongside owners on exactly that: the day-to-day discipline of good accounting, the structures that protect what has been built, and the strategic thinking that takes a business from where it is to where it could be.

Financial statements and compliance

Preparation of management accounts
Income tax returns for individuals, companies, trusts, partnerships and self-managed superannuation funds
Preparation of Business Activity Statements
General compliance

Structuring your business

Establishment of business entities and group structures, including companies, trusts and self-managed superannuation funds
Advice on, and implementation of, tax-effective structures
Asset protection and tax planning advice
Business restructuring

Strategic planning

Appraisal of business start-ups
Development of business plans
Development of finance proposals for investors and banks
Forecasting and budgeting
Cash-flow management
Advice on initiatives for growth
Performance analysis against KPIs and benchmarks

Beyond compliance

Recruitment and training of finance and accounting personnel
Salary packaging
Evaluation of lease, hire-purchase and other finance options
Design and implementation of accounting and management systems
Review of business systems and assessment of their effectiveness
Business valuations
Board alignment and governance reviews
Preparation of information memorandums
Estate and succession planning

Other Green & Sternfeld services

Let’s connect

If you would like to discuss your business advisory needs — or any other way we might help — we would be glad to talk.