Business Advisory
Not sure how to grow your business or make the next big move? At Balance Accountants and Advisors Grenfell, we help businesses of all sizes make informed, confident decisions. Whether you're just starting out, restructuring, or planning for the future, our advisory services offer clarity, strategy, and peace of mind. With a strong local focus and personalised approach, we help you move from uncertainty to success with practical advice tailored to your goals.
Business Set-Up
Starting a new business? We’ll guide you from the beginning — choosing the right structure, registering with the appropriate bodies, and ensuring your financial systems are set up for success. Our support gives you confidence to launch with clarity and control.
Business Structure Advice
The right structure can save tax, protect assets, and streamline operations. Whether you’re a sole trader, partnership, company, or trust, we assess your needs and recommend the best setup for long-term performance and compliance.
Budgeting & Cash Flow Forecasting
Knowing your numbers is key to staying in control. We help you understand where your business stands today — and where it’s headed — with practical budgeting and cash flow forecasting to support confident decision-making.
Estate & Succession Planning
Planning for the future of your business or personal estate? We work closely with you to build a smooth transition plan, protect assets, and make sure your wishes are clearly documented and tax-efficient.
Tax Planning & Minimisation
Good advice makes all the difference at tax time. We proactively assess your position and implement strategies to legally minimise your tax, improve profitability, and set your business up for success year-round.
Personal & Household Budgeting
Your business finances often affect your personal life, and vice versa. We offer down-to-earth, practical budgeting support to help you better manage your household income, expenses, and savings goals.
Company Set-Up & Registration
We handle all the admin so you can focus on the bigger picture. From setting up your company to registering it with ASIC and the ATO, we’ll make sure everything is done properly from day one.
Company Returns & Lodgements
Stay compliant with less stress. We manage the preparation and lodgement of your annual returns, ensuring deadlines are met and your obligations are fully covered, without surprises.
ASIC Administration & Secretarial Support
Let us manage your annual ASIC administration, company records, and meeting documentation. We’ll prepare minutes, resolutions, and updates so you remain compliant and audit-ready at all times.
Why Use Us for Business Advisory?
Personalised strategies tailored to your business goals
Clear advice on set-up, structure, tax, and forecasting
Practical budgeting support for both business and personal life
End-to-end company admin support — we handle the paperwork
Trusted local advisors with real-world experience
Proactive planning for long-term success and stability
Ongoing support through all stages of your business journey
