Business Advisory Services

Green & Sternfeld has a long history of working closely with our clients to provide them with strategies and solutions to improve their businesses, increase profitability and build wealth.

We provide a full range of business advisory services to a diverse and rapidly expanding middle-market business sector including:

Financial Statements & Compliance

  • Preparation of management accounts

  • Preparation of income tax returns for individuals, companies, trusts, partnerships and self-managed superannuation funds

  • Preparation of Business Activity Statements

  • Attendance to general compliance issues

Business Structuring

  • Establishment of business entities and group structures including companies, trusts and self-managed superannuation funds

  • Advice and implementation of tax effective structures

  • Advice on asset protection and tax planning strategies

  • Business restructuring

Strategic Business Planning

  • Appraisals of business start-ups

  • Development of business plans

  • Development of finance proposals for investors and banks

  • Forecasting and budgeting

  • Assistance with cash flow management

  • Advice on developing initiatives for growth

  • Performance analysis based on KPIs and benchmarking

Strategic Advisory Services

  • 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 assessments of effectiveness

  • Business valuations

  • Board alignment and governance reviews

  • Preparation of Information Memorandums

  • Estate and succession planning 

Other Green & Sternfeld Services

 Business Migration Support

 Corporate Advisory

 Corporate Affairs

 Family Office

 Superannuation

 Tax Consulting & Compliance

 Tax GrantS & Business Incentives

Let’s Connect

If you would like to find out more about our Business Advisory Service or any other services, please contact us by clicking below.

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