Accounting

Accounting/Business Services

To successfully grow a business, access to accurate, timely and easy to interpret financial data is crucial. So too is the establishment and maintenance of streamlined systems that minimise the amount of time spent on non-income generating tasks such as tax, payroll and compliance. The implementation of these sound financial structures and systems frees-up more of an Owner/Director’s time to spend on managing and growing their business.

As an accounting firm that specialises in creating dynamic accounting solutions, we plan, manage, protect and advise on business interests whilst offering real clarity around financial performance. From business accounting services through to complete, ‘virtual CFO’ partnerships, we maintain a flexible approach to meet the financial requirements of small, medium and large businesses and not-for-profit organisations across a diverse range of industries.

Accountants Central Coast; NFP Accountants; Fortunity Chartered Accountants

Contact us to discuss the future possibilities of your business.

Accounting Compliance

Business basics, done right

In working with Fortunity, our clients have access to the highest quality expertise, support and mechanisms to effectively manage, document and meet their compliance obligations. From general tax, payroll, BAS, bookkeeping and capital gains tax through to tax returns, ATO audits and disputes, Fortunity ensures clients comply with legislative requirements in the most streamlined and profitable manner possible.

Fortunity Accounting Compliance

Tax Planning

Tax on a ‘need-to-pay’ basis

Fortunity relies on considered and proven methods of tax structuring and asset management to ensure clients meet their obligations whilst maximising after-tax returns. With expertise working with businesses, SMSFs, discretionary trusts and other entity structures, we carefully factor in each client’s individual circumstances to minimise tax obligations using the most methodical and cost-effective approach.
Fortunity also offers complete, cloud-based software solutions including Xero, MYOB and Intuit to simplify and streamline our clients’ tax and accounting functions.

Fortunity Accounting Tax Planning

Budgeting, Forecasting and Cashflow

Understand costs, improve cashflow

Fortunity assists businesses and not-for-profit organisations to create budgets, forecast future revenue, evaluate spending and identify obstacles to positive cash flow. With increased clarity around primary revenue and cost sources, clients are more appropriately equipped to make key decisions and facilitate future growth.

Fortunity Accounting Budgeting, Forecasting and Cashflow

Management Accounting

Manage your business more effectively

Drawing on our considerable experience working across a diverse range of businesses and industry sectors, Fortunity assists organisations with the preparation, maintenance and ongoing analysis of a variety of management reports. We also assist with debtor management, payroll, general bookkeeping, ongoing performance evaluations, growth strategies and cloud-based management accounting software. The right system of management reporting provides greater understanding of and control over business performance, better positioning an organisation to tackle future challenges.

Fortunity Accounting Management Accounting

Business Acquisition

Buying or selling a business?

Fortunity provides a comprehensive range of services relating to buying, selling and merging businesses of varying size and entity type. We work with clients to value businesses, report on productivity, consult on structure set-up, ensure legislative compliance and establish operational frameworks. Armed with accurate, timely and independent due diligence around the transaction, clients are well positioned to make intelligent decisions.

Fortunity Financial Planning

Funding Applications

Access funds to facilitate future growth

Whether relating to financial institutions or investment capitalists, Fortunity assists clients to secure the necessary funding to realise their potential and fulfil their goals. We compile profit and loss, cashflow, balance sheet and forecast statements as well as preparing complete application proposals tailored specifically to the business-lending criteria of the prospective funding source organisation.

Fortunity Accounting Funding Applications

Audit

An expert, independent view

Fortunity’s qualified and accredited assurance specialists offer complete external statutory audit and internal, organisational review services. We have a depth of experience across aged care, not-for-profit, hospitality and many other sectors and provide reliable, independent auditing that meets and exceeds the Corporations Act requirements and other applicable standards. Learn more about our auditing services here.

Fortunity Audit

Asset Protection

Fortunity assists a variety of clients operating in industries or professions attracting higher than average litigation risk, such as plant and equipment hire or intellectual property businesses. With expertise across trusts, accounts-receivable financing, family limited partnerships and a variety of other asset protection strategies, we tailor solutions to safeguard our clients’ personal assets from potential business risks.

Fortunity Accounting Asset Protection

Cloud Accounting

Access to key data anytime, anywhere

Fortunity transforms the way clients operate their businesses through the architecture, implementation and support of cloud-based accounting systems. Cloud accounting facilitates access to key financial data in real time from multiple devices, providing greater clarity and control over a business’s performance. It also significantly increases the efficiency of managing a company’s finances, freeing up time that can be dedicated to building growth. A Xero Certified Advisor, Fortunity also offers other cloud-based software solutions including MYOB and Intuit.

Fortunity Accounting Cloud Accounting

Contact us to discuss the future possibilities of your business.

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