Lead Advisory group is proud to offer the following services. Our friendly staff are more than happy to talk about any other services that you might require.
At Lead Advisory Group we aim to provide you with advice when your business needs it, not just when you ask for it. We help you manage every aspect of your business, and because we establish a one-on-one relationship with each of our clients, our advice is tailor-made for your business. We've also developed our traditional auditing and accounting practices into innovative client-focused services.
Our flexibility and adaptability ensure we help you get the best results – and we'd like to think we're the best in the biz. So if you'll give me a few moments of your time, I'll explain why I believe Lead Advisory Group is the single best choice to become your new accountants and financial advisors.
Lead Advisory Group is a Bendigo-based accounting, consulting, and mortgage broker firm. We are committed to providing personalised, tailor-made services and expert advice that caters to the specific needs of each client.
We believe accounting is the backbone of any successful business, and our team of qualified accountants work diligently to ensure your business has a solid financial foundation. We provide a range of accounting services, including:
We help businesses navigate the complex world of taxation by offering strategic tax planning and ensuring compliance with all regulatory requirements. By staying current with the ever-changing tax laws, we ensure clients remain compliant and take advantage of any tax-saving opportunities.
As experts in Self-Managed Super Funds (SMSFs), we can assist clients in establishing, managing, and optimising their SMSFs, allowing them to grow retirement savings and minimise tax liabilities.
Accurate and timely financial reporting is crucial for informed decision-making, which is why we provide regular financial reports and work closely with our clients to identify opportunities for growth and improvement, ensuring they have a clear understanding of business performance.
Keeping accurate and up-to-date financial records is vital for the smooth operation of any business. We offer comprehensive bookkeeping services, allowing clients to focus on their core business activities while ensuring their financial records are in order.
In addition to our expertise in accounting services, the Lead team also offers a range of business and consulting services designed to help clients grow and thrive. These services include:
We work closely with clients to develop comprehensive business plans that outline their goals, objectives, and strategies for achieving success. By combining financial expertise with a deep understanding of each client's industry, we can help businesses create actionable plans for growth and profitability.
Effective cash flow management is crucial for any business, and our team provides clients with the tools and insights they need to manage their cash flow efficiently. We can analyse the current cash flow situation, identify potential issues, and develop strategies to ensure a healthy cash flow for sustained business growth.
As experienced mortgage brokers, we help our clients to secure necessary funding for their business ventures. By leveraging our industry connections and understanding of each client's unique financial situation, we help businesses find the most suitable financing solutions.
We also help clients identify and manage potential risks, ensuring they are well-prepared for any challenges that may arise. Our expert advice on insurance products and risk management strategies serve to protect your business from unforeseen events.
Our comprehensive range of accounting, business, and consulting services provide local small business owners and professionals with the support and guidance they need to achieve their goals.
By establishing one-on-one relationships with each client and offering tailor-made solutions, we ensure businesses receive the expert advice they need, when they need it. For those looking for a trusted partner to help their business thrive, Lead Advisory Group is the ideal choice.