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Business advice to help you flourish

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Our business advisory services are our most valuable services.

They provide you with the information and tools necessary to build your perfect business. We can bundle any of these services, along with our accounting and taxation services, to deliver a customised package specifically designed for your business and your needs.

They consist of:

Management Systems

We will help you create accounting and other management systems that provide real-time data, so you understand and measure business results and targets. Set priorities, develop a meeting rhythm that works for you and your business, and measure results easily.

Cash Flow

We will help you understand and shorten your cash flow cycle so more money flows through your business at the right time. This will help to drive your business forward. Forecasting and planning ahead, then analysing the flow is critical.

Profit Improvement

We will help you identify ways to improve your profitability by reviewing your business model, improving your margins, increasing the number and value of transactions, and understanding what makes you different from your competition so you can convert leads to sales.

Execution and Accountability

We will help you clearly define your strategic direction through planning sessions, performance tracking and we will hold you accountable for your actions and your goals. Remember, accountability will give you the momentum needed to achieve business goals sooner.

Tax Minimisation

We will perform an analytical review of your tax situation early, so you can implement some tax savings strategies before the end of the financial year. We will also consistently monitor your performance throughout the year and regularly inform you of your pending tax obligations so there are no surprises at year-end.

Wealth Protection*

Asset protection is very important. We will identify risks and work with your lawyer, insurance professionals and financial planner to design structures and deals to protect you and what is important to you.

Succession Planning*

We will assist you with developing and implementing business transition and exit strategies that will benefit you and your business. We will work with multiple advisors such as your lawyer, broker and financial planner to ensure you get the best outcome.

Financial Freedom*

Financial freedom means different things to different people. Having a successful business is great way to achieve financial freedom. We will help you define what your financial freedom looks like, set goals for the future and work with your financial planner to achieve those goals.

*We are not licenced to provide financial product advice; however we will work alongside your authorised financial planner to help you achieve your goals.

Management Systems

We will help you create accounting and other management systems that provide real-time data, so you understand and measure business results and targets. Set priorities, develop a meeting rhythm that works for you and your business, and measure results easily.

Cash Flow

We will help you understand and shorten your cash flow cycle so more money flows through your business at the right time. This will help to drive your business forward. Forecasting and planning ahead, then analysing the flow is critical.

Profit Improvement

We will help you identify ways to improve your profitability by reviewing your business model, improving your margins, increasing the number and value of transactions, and understanding what makes you different from your competition so you can convert leads to sales.

Execution and Accountability

We will help you clearly define your strategic direction through planning sessions, performance tracking and we will hold you accountable for your actions and your goals. Remember, accountability will give you the momentum needed to achieve business goals sooner.

Tax Minimisation

We will perform an analytical review of your tax situation early, so you can implement some tax savings strategies before the end of the financial year. We will also consistently monitor your performance throughout the year and regularly inform you of your pending tax obligations so there are no surprises at year-end.

Wealth Protection*

Asset protection is very important. We will identify risks and work with your lawyer, insurance professionals and financial planner to design structures and deals to protect you and what is important to you.

Succession Planning*

We will assist you with developing and implementing business transition and exit strategies that will benefit you and your business. We will work with multiple advisors such as your lawyer, broker and financial planner to ensure you get the best outcome.

Financial Freedom*

Financial freedom means different things to different people. Having a successful business is great way to achieve financial freedom. We will help you define what your financial freedom looks like, set goals for the future and work with your financial planner to achieve those goals.

*We are not licenced to provide financial product advice; however we will work alongside your authorised financial planner to help you achieve your goals.

Testimonials

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We signed up to Clear Path Accounting after experiencing bad services from a previous accountant. The team at Clear Path have helped get us back up and running (which was quite the job) we felt like we knew every step along the way and Clear path were very transparent about what needed to be done and what it would take. We are now having a fantastic meeting with Suzanne every month and shee's been helping us grow and kick goals beyond belief! They have a real personal touch to the business and you feel like your part of a family!! We would recommend Clear Path to any business and are looking forward to a long happy relationship with the Team.

BEN AND KATE, UPSPEC PATIOS AND SHEDS

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Our reports are now timely, our cash flow management has improved significantly, and there is no doubt that we can attribute an improvement in the profitability of our business to the services of Suzanne and the Clear Path team.

Tom Dooley, Grace Funerals

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We have been a client of Clear Path Accounting for many years. As our business has grown, so has our need for an accounting practice that is across all aspects of accounting and financial management. We have worked closely with Suzanne and her team and we will continue to do so. We have always appreciated both their professionalism and their proactive response to our needs. So, it is with great pleasure that we can highly recommend Suzanne Walker of Clear Path Accounting.

Neville Anshaw, Hi-Craft Home Improvements Pty Ltd

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We can honestly say that we highly recommend Clear Path Accounting! We have worked with them for years now and we are more than satisfied! Most accountants can be very formal, or very dry in humour which makes it hard to approach if not talking numbers. Suzanne and her team are a relief and a pleasure to do business with!

NICK, THE PROFESSIONAL PAINTERS

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Suzanne and the team have been helping us for a number of years with our business accounting and guided us amazingly through some very complex matters. Apart from being great friendly people to deal with they have always delivered a fantastic and reliable service and are very pro-active in helping us keep on top of things. Thanks for all the help!! Would highly recommend!  

MATHEW BRICKWOOD, SPRING DIGITAL PTY LTD

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I am really happy with the service provided by Suzanne and the team at Clear Path Accounting, they are always prompt in replies to my questions and needs. As a small business owner, it is important to me to have a good working relationship with my accountant. I am very confident in the advice and service that I am given, allowing me the time to get on with the working and promoting of my business. Suzanne and the staff are so approachable and what’s most important to me is that they talk to me in language I understand, I never feel overwhelmed with unknown jargon. I cannot recommend their services enough

GRACE MCILVRIDE, ALL FLOWERS

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I’ve used the Clear Path team since they began for my personal and business accounts and taxation which have a degree of complexity to them. They have always provided solutions that I can absorb and act upon. They are incredibly helpful and friendly too. So easy to work with.

I’ve just moved over to Quickbooks Online with their help setting it up, although it took a bit of learning to do this, it is now almost a joy to do my admin, really very clever! Highly highly recommended.

EMMA STEIN

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I'm so glad I entered Suzanne's service. She is what I needed... They are proactive, they follow up, they get in your face and help you achieve your business goals whether it's growth or expense control. I can't recommend her enough! Thanks Clear Path Team.

GEOFFREY WAN, BELLA DENTAL PENRITH

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We switched over to Clear Path Accounting from our previous accountant only a couple of months ago. We did this begrudgingly after a suggestion from our business adviser. We figured why switch from our current accountant who has been doing what we need already.

After the first meeting with the team at Clear Path it was incredibly obvious our current accountant wasn't doing a lot of what we needed and we were in a much worse position than first thought.

The team got our Xero account back to where it needed to be in next to no time and it now finally had a true reflection of our business. They also gave us a lot of insight into our business and where we could improve and cut costs. The team at Clear Path do so much more than just Accounting and we are so happy that we were pushed into making the switch, we cannot recommend them highly enough.

LEON FELL, PENRITH CITY TYRES & AUTOMOTIVE

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