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Mona Vale

Small Business Accounting – Mona Vale

Peter Lemoine M.Comm., CPA, MIPA, MFA, F.Fin.

Registered Tax Agent & SMSF Auditor

Professional Partner of Reckon

Contact details:

SBA Mona Vale offers:

  • Accounting and Bookkeeping, on site or off-site.
  • SMSF Audits
  • Management accounting.
  • Taxation services for:
    • Individuals,
    • Sole traders,
    • Partnerships,
    • Trusts,
    • SMSF’s and
    • Small companies.
  • Representation to the ATO, Work Cover, Superannuation Funds and State Revenue Office.
  • Purchase and set-up of:
    • Companies,
    • Trusts,
    • Self Managed Super Funds
  • Budgeting and “what if” modelling services.
  • Bank & investor presentations.
  • Advice on in-house software selection.
  • Installation and configuration of software once selected.
  • Training in software and office procedures.
  • Off-site secure datafile backup.

SBA Mona Vale has, through its principals and staff, substantial experience in, and understanding of the accounting needs of a wide arrange of industries The SBA “Freedom Plus” ™ plan offers a one-stop accounting shop solution for small businesses:

  • Monthly accounting to P&L, Balance Sheet, Cash Flow and Graphs of 4 KPI’s.
  • Quarterly preparation and lodgement of BAS.
  • Annual Tax Return for the business and the owners.
  • Pre-lodgement tax review

Prices are dependent upon volume but a typical client can expect charges of less than $300 per month, providing a saving in the $000’s