Our Approach
At O’Keeffe Group, we want to fully understand you and how you conduct your business - not just look at the numbers.
We take a holistic approach to your business and structures – because we want to see you making ‘real money’.
We focus on understanding the challenges you face day to day because we know there is more to your business success than just a profit and loss.
We understand the importance of the role we play in assisting people to achieve their business goals.
Our passion drives us to build long-term relationships with our clients and identify the key drivers of their business.
When working with the O’Keeffe Group, the critical first step is for us to understand your current situation. We need to know your business intimately and the challenges you are facing to assess the path forward.
Our team will deliver your personalised plan, which will ….
Ensure all tax compliance items are addressed with the applicable regulatory bodies.
identify appropriate structures and effective tax vehicles for current and future developments and possible savings.
Establish Key Performance Indicators and benchmarks to improve your………
Profitability
Cash flow
Success
Key Services:
BOOKKEEPING
XERO, MYOB, Quickbooks and Cash flow services
Weekly, monthly and quarterly reporting
Development and implementation of KPIs specifically tailored to your business
Completion of monthly and quarterly reporting obligations
Structuring payroll to be compliant with legislation
Structuring internal processes to ensure compliance and monitoring of business performance.
TAXATION AND GENERAL COMPLIANCE
Preparation and lodgment of income tax returns including company, trust (discretionary, hybrid & fixed), superannuation funds, partnerships, joint ventures, sole traders, not for profit entities and personal
Tax planning & structuring to ensure all legal deductions and tax savings are utilised
GST – BAS returns
PAYG instalments and withholding taxes
Capital gains strategies
Fringe benefits, tax returns and quarterly statements
Research & Development claims and applications
Employee reporting obligations, taxation, duties and lodgments
Research and development lodgments
Work-cover applications and annual returns
ATO audits and negotiation in disputes and managing debt arrangements
ASIC corporate maintenance and lodgements
Transfer pricing policies and planning
Thin line capitalisation assistance
ACCOUNTING AND BUSINESS SERVICES
Cash flow preparation & analysis
Setting and monitoring key business drivers
Business planning and development
Interim and annual management accounts
Cost center analysis and assistance with developing decision making tools
Wages v’s profit analysis
Incorporating appropriate tax structures to eliminate or minimise tax and litigation liabilities
Business consulting
Asset protection strategies
Mediation
Assistance with business acquisition or sale negotiation
Due diligence analysis on existing and new business
SUPERANNUATION, INVESTMENTS AND FINANCIAL OBJECTIVES
Attend to the compliance and tax effective self-managed superannuation funds
Assist in creating a superannuation plan and/or connect you with our partners who specialise in superannuation investments
Assist you to create a plan toward asset growth and increased personal wealth
Estate planning and insurance assistance
Risk management reviews surrounding asset protection
Tax effective superannuation plan
Assisting third parties with lending leasing and hire purchase financing.
Management reporting and remuneration planning
Transitioning your business to best facilitate your retirement requirements
We work with various partners to ensure you plan towards your retirement. Importantly we will help you work towards a lifestyle that suits you and your family.
“We specialise in collaborating with dynamic people who are striving to achieve success in their life.” Adam O’Keeffe.
Find out more about the team behind O’Keeffe Group.