We’ll identify the key financial challenges holding your trades or construction business back, such as DIY bookkeeping errors or lack of budgeting, which 50% of small businesses skip (Clutch, 2022). You’ll leave with a clear understanding of where your business stands.
Using our trades accounting expertise, we’ll discuss how to achieve consistent profits (like the 25/10 goal from Know Your Numbers), addressing issues like the 50% of construction firms facing negative equity (Association of Professional Builders, 2022).
You’ll learn how strategic tax planning, as used by Geoff and Lyn to save $52,000, can reduce your tax burden, especially since 75% of small business owners find the tax system confusing (Officeworks, 2022).
We’ll outline actionable steps to implement the CLEAR method, giving you a roadmap to financial visibility and reduced stress, countering the 34% of small business owners facing stress or anxiety over finances (McNair yellowSquares, 2020).
Next Level clients have a complete finance team on their side so there’s no more frustration in dealing with separate bookkeepers, accountants and finance coaches.
We build a personalised service that gives you all the benefits of a full in-house team but with added flexibility, expertise, and cost effectiveness. Next Level is your united team looking after your financial best interests.
of small businesses believed that sound financial management was a key success metric for their business.
19%
of small businesses believed themselves to be really good at financial management.
34%
of small business owners in Australia were diagnosed with stress, depression, or anxiety because of concerns around profitability.
50%
of small businesses did not have an official and formally documented budget in 2020.
Services
We are your highly skilled team of CPAs covering all your bases and keeping your finances on track.
When you appoint Next Level, you gain immediate clarity and
confidence from the get-go. At our first kick off meeting we
establish three essential platforms that set you up for success.
01
We show you the required revenue and profit margins you need to reach your financial goals.
02
We explain your tax liabilities and present strategies and ideas to ensure you only pay what you need to pay.
03
We set up a monthly reporting system so you can see how your finances are progressing against your goals.
With this structure in place, you understand your numbers, know where to place your energy and you’re set to make the best decisions that drive you towards your goals.
