Lot Advisory Package
Elevate Your Business with Our Personalised Advisory Board Services
Advisory Board Services and Accounting
Elevate your business journey with the personalised Advisory Board services at Cotchy. Our seasoned experts and strategic problem-solvers are here to guide your company towards success. Let’s explore the key services designed to revitalise your business strategy, financial health, and operational efficiency.
Lot Advisory Package Service inclusions
| Bookkeeping | Lot Advisory |
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Monthly bookkeeping with a dedicated bookkeeper |
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Cash or accrual based bookkeeping |
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Monthly bank reconciliations of all transactions |
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Monthly profit and loss on request |
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BAS/IAS/GST preparation and lodgement |
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Secure client file sharing environment |
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Unlimited communication, support, and advice |
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| Business Compliance & Taxation | Lot Advisory |
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Annual Income Tax Return for the business |
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Maintenance of your accounting records |
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Preparation of financial statements |
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Tax Strategy |
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| ASIC Compliance | Lot Advisory |
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Electronic collection of annual company statement from ASIC |
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Preparation of database comparison report |
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Review of company details |
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Preparation of annual company statement |
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Preparation of memorandum of resolutions of the director(s) |
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| Automation & Integrations | Lot Advisory |
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Orders/Transactions Sync |
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Accounting integration |
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Locations/Stores: Multi-store data management |
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Backsync capabilities for past transactions |
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Business trackers |
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Accounting software support |
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| Director/Owner Income Tax Return | Lot Advisory |
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Director/Owner Income Tax Return |
Optional
From $25/m |
| Business Advisory (Further Details Below) | Lot Advisory |
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A dedicated qualified advisor |
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Quarterly meetings planned and prepared |
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Performance reporting and management |
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Limited CFO and advisory support |
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| Business Advisory Details | Aspects covered |
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Quarterly Meetings
Planned and Prepared |
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Management Advisory |
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Financial Reports and areas of concern |
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Business Succession Planning and implementation |
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Budgeting |
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Management Accountability |
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Include More Services in Your Package
Let Us Quote You for Additional Business Support
why cotchy?
Why Choose Cotchy’s Lot Advisory Package
Cotchy’s Lot Advisory package is the ultimate solution for companies seeking strategic financial guidance alongside full-service compliance.
This comprehensive plan includes quarterly advisory meetings via Microsoft Teams, where we raise key issues, track actions, and hold your management team accountable. You’ll receive detailed financial reports highlighting key drivers and areas of concern, with practical steps for improvement. We also assist with business succession planning, including valuation, tax strategy, and active implementation support. Budgeting and budget-to-actuals reviews are included, helping you stay on track.
With Cotchy’s Lot Advisory package, you gain expert advice, ongoing monitoring, and tailored strategies to help your business thrive – all backed by our experienced in-house accountants and advisors.