Professional Services

We provide accounting, tax and business advisory services to legal, architecture, engineering and patent practices.

We understand the profit drivers and key performance indicators, as well as the commercial and business decisions required for the continuing success of professional practices.

In addition, we understand the personal taxation, asset protection, superannuation and investment advisory needs of the principals of professional practices.

What we can do

Management Reporting and Business Advice

Our strong strategic and commercial advice can assist via:

 
  • Asset protection
  • Attendance at management committee meetings
  • Bank finance negotiations
  • Benchmarking to industry standards
  • Business planning and restructuring including goodwill issues
  • Comparison and analysis of trading to budget for both profit and cash flow – meaningful information for decision making
  • Divisional analysis & reporting
  • Establishing management reporting systems
  • Financial statements
  • Mentoring
  • Outsourcing of the financial controller function
  • Raising and restructuring finance
  • Setting up principal profit share arrangements

 
Taxation

 
We manage taxation advice and compliance by providing services for:
 
  • Tax planning and structuring
  • Liability minimisation
  • Preparation of returns
  • GST, FBT, CGT, stamp duty, payroll tax, income tax
  • Tax reviews
  • Liaison with revenue authorities
  • International issues

Superannuation
 
We are able to develop strategies to maximise retirement outcomes through:
 
  • Superannuation strategies and advice for the practice and its principals
  • Fund administration, management and compliance (audit and taxation)
  • Fund and trust deed design
  • Group life insurance
  • Support and advice regarding new legislation

Independent Investment Advice
 
Our financial services team is able to provide tailored services for:
 
  • Independent investment advice
  • Superannuation and retirement planning
  • Investment management
  • Risk management
  • Cash flow planning
  • Tax planning
  • Estate planning

Please see Sydney Financial Services for more information. 

IT Consulting
 
We can help maximize the value of your IT infrastructure. We have an in depth understanding of professional practice management which translates to effective use of IT resources. Our tailored approach covers:
 
  • Software selection and implementation
  • Project management
  • Web development
  • Data mining and warehousing
  • Knowledge management
  • Infrastructure efficiency review
  • IT strategy, planning and management review
  • Process improvement and reporting

Audit and assurance
 
We understand the detail of professional practice operations and the need for risk identification as well as independent reporting. We can provide:
 
  • Internal controls and systems reviews
  • Statutory financial statement audits
  • Internal audit
  • Trust account audits
  • Risk assessments
  • Finance security review
  • Special purpose audits
  • Investigative and forensic accounting

Transaction Services
 
We have extensive experience providing advice to public and private sector clients at board level on their investments and business transactions.

Our skills and services include:
 
  • Business valuations
  • Advising on potential mergers
  • Review of structuring options
  • Expert reports
  • Acquisition due diligence
  • Mergers and acquisitions
  • Buying and selling businesses
  • Public company listings
  • Capital raising

Business Recovery and Insolvency
 
We have developed a unique asset protection and risk management programme that seeks to find balance between personal asset protection needs and optimum tax structures.

We provide organisations with a range of services that are successful in achieving maximum recovery levels including:

  • Investigative accounting
  • Debt recovery
  • Turnaround consulting
  • Finance exposure appraisals
  • Independent reporting
  • Workouts and monitoring
  • Litigation support
  • Asset preservation and risk review
  • Administration, liquidation, receivership and bankruptcy

Even the healthiest business will come into contact with an insolvency situation at some time or another. It could be one of your clients, suppliers or perhaps a problem debtor.  Pitcher Partners provides expert assistance in all of these circumstances.