STRATEGIC ACCOUNTANTS CORPORATE PROFILEPARTNERS ON YOUR ROAD TO SUCCESS2 WE'LL GET YOU WHE RE YOU WANT TO GOCORPORATE PROFILE 3 WE'LL GET YOU WHE RE YOU WANT TO GO4 CONTENTS OUR PROCESS 06 SERVICES 08 STAFF PROFILE Tom Green 10 David Charlesworth 12 Robert Lee 14 Michael Sweeney 16 Mike Levy 18 OUR COMMUNITY 20 The strength we bring is strategic thinking. The value of our services lies in the application of that thinking.5 CORPORATE PROFILEOUR PROCESS “Everyone who got where he (she) is, has had to begin where he (she) was.” – Robert Louis Stevenson Whether you're an individual or a business, when you become a Lee Green client, we'll work with you to determine where you are and where you want to go. Then, we'll help map your route, accompany you on the trip, review your progress and plan the next stage. 6 Assessment and Goal Setting Devise Strategy7 CORPORATE PROFILE LISTENING AND LEADERSHIP Plan Outcomes Monitor and Analyse Results Success! LISTENING AND LEADERSHIPSERVICES STRATEGIC THINKING Not surprisingly, most accounting firms offer a range of accounting services. What makes Lee Green different is our commitment to ensuring every one of the services we provide contributes to the realisation of your strategic business or personal plan. ACCOUNTING SERVICES Preparation and analysis of: § Project Costing Models § Return on Investment Models § Employee Utilisation Models Other Accounting Services include: § Accounting Software selection, implementation and training § Training § Bookkeeping § Payroll § Reconciliations § Corporate Secretarial 8 Lee Green is a professional services firm skilled in the analysis and communication of financial information. Our role is to lead the process of devising, planning and managing the financial means by which our clients achieve business success.9 CORPORATE PROFILE AUDIT & EXAMINATIONS § Independent financial statement audits § SMSF Audits § Trust Account Audits for real estate, accountants and conveyancers § Travel Industry audits § Outgoings audits for property managers § ORIC Examinations – Aboriginal Corporations CATSI Act 2006 Compliance § Operational control systems § Business continuity § Internal Control assessments § Process improvement and examination § Legislative compliance reviews § Reporting effectiveness and accuracy BUSINESS CONSULTING § Business Mentoring § Meeting Facilitation § Development of Pricing/Costing Models § Project Analysis/Reporting § Development of Management Reporting Systems § External Chief-Financial-Officer § Due Diligence Engagements § New Business Assessments § Assistance with Finance Applications TAX & COMPLIANCE § Tax Planning and Structuring § International and cross border transactions § Income Tax Returns and BAS § Registration for GST and PAYG § Private Ruling Requests Advice on: § Asset protection § Capital Gains Tax § Dispute resolution § Estate planning § Income Tax § Retirement § Salary packaging and Fringe Benefits § Stamp Duty § Superannuation § Workcover SUPERANNUATION § Self Managed Super Fund (SMSF) administration to ensure SIS compliance § Audits § Preparation of SMSF tax returns, financial statements and members statements § Provision of timely and accurate reports to your investment adviser § Superannuation administration and compliance for small business Next >