Services for Professionals & Senior Executives

Catalyst Partners offer accounting, advisory and management services tailored to the needs of professionals and professional practices. We understand the distinct environment, opportunities and challenges they face such as structuring/ restructuring, asset protection, goodwill valuations, practice mergers and associated tax issues. (See services for; Private Clients, Family Offices & Business Owners and International Clients)

Compliance & Bookkeeping

These services include:

  • Statutory reporting & returns
  • BAS & IAS
  • Payroll administration
  • 
Accounts payable & receivable
  • Cloud computing software solutions
  • Company Secretariat / Corporate Administration
Document management

Management Accounting & Reporting

We provide ongoing reporting both periodic and year-end that can include:

  • Profit & Loss and Balance Sheet
  • 
Cash flow statements, analysis & Liquidity planning
  • Treasury reporting / Working capital management
  • 
Actual versus budgets & forecasts
  • KPI development, analysis and reporting
  • 
Trend analysis and ratio analysis
  • 
Internal control reviews

Advisory & Tax Management

We take care of tax and business structuring to optimise the business owners’ benefits, and management of their general tax situation.

  • Breakeven and profitability analysis
  • Banking & funding reviews
  • Capital & debt structuring
  • Entity structuring & setup
  • 
Exit and asset protection restructuring & planning
  • Accessing financing & grants
  • 
Business appraisals, practice mergers, disposals & acquisitions
  • Financial due diligence
  • 
Practice growth & improvement strategies
  • 
Stakeholder relationship management

Personal Tax Management

Beyond the needs of a client’s business, we can also deal with their personal tax planning strategies covering tax-effective wealth creation, insurance, retirement and estate planning.

Affairs Management

  • Property & asset management
  • 
Investment management & administration
  • Bill payment & payroll services
  • 
Acting as post box

Advisor Network

We act as the “hub of the wheel” for client’s existing network of advisors (the “spokes in the wheel”). We also have a network of proven partners should a client have needs in any other particular area.

Also see services for:
Private Clients, Family Offices & Business Owners / Agricultural Sector Clients /  International Clients

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