Business Advisory And Taxation

Making your business better, for you

Running a business has never been easy, and as time goes on things are only going to get more competitive. As business owners, we need to learn to do things smarter, better and more efficiently. At TAG Financial Services, we have the experience and expertise to help you identify critical issues for growth and profit.

Our mission is to help companies maximise the money they make. Taking care of a business’s accounts and tax returns is only the beginning of what we do. The more important part of our job is identifying paths for improvement and savings in your business. We want to improve your bottom line.

We have experience servicing organisations of all sizes, from the smallest family owned stores right through to larger businesses with many employees and considerable turnover. We still work with many of the clients we started out with nearly twenty years ago, and we greatly value these long term productive relationships.

Is your business taking you where you want to go?

Starting or buying a business is a dream for many people and the experience should be exciting and profitable. Unfortunately, many businesses never live up to expectations and the owners are often the ones that suffer the most. Business owners become bogged down and run from one problem to the next which is not exactly the most enjoyable experience. Add the stress of cash flow or staff issues and you may ask yourself “why am I doing this?”


We have found that many business owners do not take the time to analyse their business on a regular basis. Often, they get tied up in the day-to-day operations of the business and before they know it, another tax year has gone by.


Knowing your numbers for success


Successful businesses are successful because they review their business performance, prioritise and plan for growth and changes. Our Business Performance Analysis (BPA) cuts through the detail and provides a summary of the key performance indicators of your business focusing on the key drivers of your business including profitability, cash flow and return on investment. The BPA is designed to help you understand your key business drivers and help you develop goals and an action plan for business improvement.


The Next Step

If you are interested in finding out what our advice can do for you, we offer a complimentary 1 hour consultation to take you through a Business Performance Analysis on your business. If you would like to set up a time to meet or have any questions, please contact us

“Business is tough. You have to be brave and passionate to make it happen.
It alarms me that so few business owners get out of their business what they truly desire.”

Tony Rule, Partner