Work with us.

Our Service list aspires to make managing money easier.Like wine does at an extended family dinner.

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Tax

Tax Planning session

Do you know what your tax bills will be this year? Is your business structure the most 'efficient'? 

Spend an hour with Liv, our tax expert and make sure you have all your tax ducks in a row before end of Financial Year and beyond.

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Your biz Bestie

The Finance Coach

We'll catch up monthly to chat anything money and business. Whether you want to go over how to do a BAS one month and look at your 'true' Cost of sale. Let's do it together in these monthly catchups.

We'll keep you Accountable and on track to kicking financial goals this year!

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Basics

The successful startup

Get the foundations right with our personalised session customised to your business needs and goals. It covers everything and anything you need to get your business setup, running and we'll let you know how to prepare for the tax man.

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For Small Business

'Be your own CFO' Workshop

Wearing all the hats of your business? Learn the best way to run and manage the finances from the people live and breath numbers for a living.

 

You'll leave feeling super confident about:

   + What to do day-to-day

   + How to set financial targets 

   + Set bite-sized goals based on what YOU want to earn. 

 

Obviously, there will be like minded business owners + wine!

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Goal Digger

Finance goals and planning session

Looking to get a solid budget and cashflow system in place for your business?
Book a planning session with us and we'll chat all things money. The best ways to count it, make it and spend it tailored to your business.

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Healthy numbers

The BLOOM Health Check

Your business is ready to take one giant step forward, but you are just not sure what that step should be, this service is for you.

 

You'll walk away with a list of  actionable recommendations you can implement into your business including but not limited to:

+ Automation
+ More useful reporting
+ Financial controls

+ Tax