PAL Accounting & Advisory

Business Advisory

At PAL Accounting & Advisory we recognise that no two businesses are the same, so understanding your business and goals is our main priority. We believe tailored solutions are key to business success. That’s why we’re here to assist you with expert business advice and support on how to achieve positive, realistic results for your business.

We offer detailed business advice on all business matters, ensuring professional and friendly service for all our clients. We’ll put all our knowledge and expertise at your service to help you make smart business decisions and help you achieve your goals.

The business advisory services offered by PAL Accounting & Advisory Geelong aim at giving your business a better chance at long-term success. After a careful analysis of your business, we’ll advise you on the most appropriate course of action, so you can put your ideas into practice and take your business to the next level.  With our wealth of knowledge, we are the best placed to provide the guidance you need and help you make informed decisions.

how can we help

We know that every start up comes with a unique set of challenges and requires specific solutions to handle them effectively. Our qualified accountants will guide you through the many aspects of setting up a business and offer expert advice on any number of financial matters.

We will take the time to get to know your situation and consider things such as asset protection, tax planning, exit strategies and much more. Our advice can help you make informed decisions and build a solid foundation for your start up, regardless of your industry.

Financial Reporting

Whether it is annual, quarterly or monthly reporting, our team of accountants can assist in preparing and analysing financial reports to assist management in their decision making.

Benchmarking

Benchmarking provides a guide for businesses to assess their results against other businesses within their industry. This can assist management in identifying strengths and weaknesses and help achieve a competitive advantage over their competitors. We can provide a benchmarking analysis by reviewing the relevant data from your industry and relaying that to you in an easy to understand and actionable manner.

Business Health Checks

Our business health checks do a deep dive into your business and analyse its key aspects. The review identifies your business strengths and weaknesses as well as those of your competitors. Our accountants will provide detailed guidance on what your business does well along with areas for improvement to ensure your business grows in the right direction.

Financial Modelling & Forecasting

If you are looking to grow your business, forecasts and modelling can provide unique insights into the future state of your business. This can assist management in making critical decisions for their future growth. Our team can assist in setting up your forecast and modelling assumptions, preparing templates or undertake the entire process for you.

Budgeting and Cash Flow Forecasts

Budgets and cash flow forecasts help businesses manage their cash flow and ensure they have the funds required to meet their outgoings and fund their growth. This is of particular importance for business start ups as many businesses fail within the first few years due to cashflow problems. Our team of accountants will work closely with you to help you understand the process while assisting with advice, preparing templates or preparing full scale budgets and forecasts for your business.

Strategic Planning & Business Growth

Good planning is the foundation of a thriving business. We know exactly what it takes to develop an effective strategic plan for your business, from defining your vision, mission and values to conducting the necessary analysis or establishing strategic goals and everything in between. Our expert advice will help you plan for future growth.

Succession Planning

Planning for the future is an important process for any business owner. This includes an exit strategy which ensures the successful transition of your business whilst also achieving your personal goals. Whether you want to sell the business or keep the business in the family, our team will work closely with you to understand all of your needs and implement a plan to successfully achieve your goals.

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