Financial Health Check

Trusted Accountants for over

Financial Health Check

Do you have a strategic business plan?
Yes
No

Correct!

Wrong!

Do you have a projected cash flow for the next 12 months?
Yes
No

Correct!

Wrong!

Do you have Key Performance Indicators (KPI’s) to manage your finances?
Yes
No

Correct!

Wrong!

Do you review/understand the financial statements of your business on a regular basis?
Yes
No

Correct!

Wrong!

Do you do any tax planning?
Yes
No

Correct!

Wrong!

Do you know what structure is best for your business?
Yes
No

Correct!

Wrong!

Do you know what your alternatives are?
Yes
No

Correct!

Wrong!

Are you paying the least amount of tax you should?
Yes
No

Correct!

Wrong!

Are your personal assets protected?
Yes
No

Correct!

Wrong!

Do you have flexibility in your structure?
Yes
No

Correct!

Wrong!

Do you lodge and pay all your Tax by the due date?
Yes
No

Correct!

Wrong!

Do you lodge and pay all your BAS by the due date?
Yes
No

Correct!

Wrong!

Do you pay all your employer obligations on time such as PAYG withholding, Superannuation and Workcover?
Yes
No

Correct!

Wrong!

Do you understand how property taxes can affect your business?
Yes
No

Correct!

Wrong!

Are you setup to meet all your statutory obligations efficiently?
Yes
No

Correct!

Wrong!

Do you always have a cash buffer in your bank account?
Yes
No

Correct!

Wrong!

Do all your customers/debtors pay you on time?
Yes
No

Correct!

Wrong!

Do you pay all your suppliers/creditors on time?
Yes
No

Correct!

Wrong!

Do you have an accounting system which gives you accurate financial data in real time 24/7?
Yes
No

Correct!

Wrong!

Do you have a bank overdraft or line of credit facility in the event cash flow becomes tight?
Yes
No

Correct!

Wrong!

Do you meet and consult with your Accountant regularly?
Yes
No

Correct!

Wrong!

Are you achieving the returns/profits you want from your business?
Yes
No

Correct!

Wrong!

Do you delegate all administration tasks?
Yes
No

Correct!

Wrong!

Are you trying to do everything yourself?
Yes
No

Correct!

Wrong!

Do you work ON the business rather than IN the business?
Yes
No

Correct!

Wrong!

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Financial Health Check

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Our specialist Business Consulting Services include

At AD Partners we pride ourselves on taking a step by step approach and providing an exact blueprint for success

To access our road map blueprint 

Tax Accountants and Business Growth Specialists

AD Partners Accounting Excellence

Real Growth Plans

At AD Partners, we don't just "do the books"

Business Automation

We set up systems that save you time and enable real revenue growth

Structure

We ensure our winning blueprint and the right structures are implemented in your business.

If you are looking for a proactive and dynamic Accounting, Taxation and Business Consulting Practice to take your business to the next level.

(03) 9349 3499

Meet The Partners

Tony Dimitriadis
B. Bus CPA

Director

Tony has over 30 years’ experience as an accountant, and over 15 years’ experience as a CPA.

His first 18 years’ experience involved financial, management and operational accounting roles at a senior management level, in the security, transport, and forensic accounting industries.

 

David Azzopardi
B. Bus CPA

Director

David has over 30 years’ experience as an accountant, and over 20 years’ experience as a CPA.

His first 17 years’ experience involved financial, commercial and operational accounting roles at a senior management level, in the general insurance, and telecommunications industries.

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