Our services
Practical advice to help your business grow.
Keep more of what you earn and make confident decisions, with a local adviser who knows your numbers and your goals.
A successful, growing business is one of the most important paths to financial freedom. We take a genuine interest in our clients’ businesses and give practical advice to improve profit, manage cash flow and plan ahead. Think of us as a finance partner you can call before a big decision, not just at tax time.
The benefits
What you get out of it
- An adviser who knows your business and your goals
- Plain-English advice you can actually act on
- Fewer tax surprises and a clearer view of your cash flow
- Support all year round, not just at tax time
- Decades of experience with local businesses behind every conversation
Who it’s for
Business owners who want more than a once-a-year tax return, and a trusted local adviser in their corner.
What’s included
- Cash flow forecasting and budgeting, so you can see what is coming and avoid surprises
- Profit improvement: reviewing your margins, pricing and costs to lift the bottom line
- Tax planning through the year - timing income and deductions, asset purchases, super and trust distributions before 30 June
- Structuring and restructuring advice as your business grows or changes (for example sole trader to company)
- Benchmarking your performance against similar businesses to spot opportunities
- Regular management reporting and KPIs, monthly or quarterly, so you always know where you stand
- A sounding board for the big decisions - growth, hiring, buying or selling a business
Indicative pricing
Request a free quote
Final price confirmed in your free, no-obligation quote — no surprises.
No surprises, ever
Whatever you see above is a starting point, not the final word. Tell us about your situation and we will give you one clear, fixed number up-front — free and with no obligation, before any work begins.
Already have an accountant?
Switching to MJE is easy
Changing accountants sounds like a hassle, but we make it simple. We do the heavy lifting, so moving to us takes three easy steps.
Have a free chat
Tell us about your business. No pressure, no jargon - just a clear sense of how we can help and what it will cost.
We handle the handover
We collect your records and take care of the changeover from your current accountant, including the ATO agent linking. You do not chase anyone.
You are set up
You are up and running with the same local Mortdale team looking after you for years to come. Usually sorted within a week.
Common questions
Frequently asked questions
- Often it is the small businesses that benefit most. A short conversation about cash flow, structure or profit can save you money and stress. The first chat is the easiest place to start.
- As often as suits you. Some clients check in monthly, others quarterly or around key decisions. We will agree a rhythm that fits your business and your budget.
- Yes. We can help analyse a business you are thinking of buying, plan for a sale, and work through the tax and structure questions that come with both.
Ready to book a strategy chat?
Pop into our Mortdale office, give us a call, or book a time online. We will make it simple.