Our Services
This is your personal roadmap using our ladder of success
What best describes the services you require?
Just the Tax
Want to only see your Accountant once a year for preparation of Tax Returns and Financials?
If you’re not looking for any bells and whistles and only want your i’s dotted and the t’s crossed, then Just The Tax might be just for you. We work with your Bookkeeper and become the Accounting member of the team behind that is your finance department.
Strategy & Tax
Looking for more out of your Accountant and wanting some structure around how to control your business?
With our Strategy + Tax plans, you get all of your annual red tape and compliance needs handled, regular pro-active meetings along with support and accountability. We show you how you can unlock the potential of your business by having access to rock solid numbers.
Self Managed Superannuation Fund
Are you looking to achieve financial independence and take control of your wealth?
If you want to build long lasting wealth using tax effective strategies and make investments that align with your financial goals, then consider a SMSF. Our team of experts can guide you through managing your SMSF, ensuring compliance with regulations and ensuring that all of your lodgements are taken care of. Complete peace of mind along with access to tools and resources you need to achieve financial freedom.
Financial Fast Track
Get your financial house in order in 90 days or less. Bring your business into line so that you are building a business that serves you!
With so many things screaming for your attention it can be hard to know where to start. Take action on the core foundational principles that will set you up for success. This is your introduction to us here at Bee Group and just how we can help you create a profitable business focused on improving your wealth and lifestyle.
Xero Services
Your financial success in business depends upon your ability to keep your numbers in line.
You do that with good software and a great team. We use and recommend Xero. Whether you are looking to migrate your current software, setup from scratch or looking for a good old fashioned Health Check, we offer a complete range of Xero services.
Free Online – Cash Flow Fundamental Course
Join us for our FREE online course and master the art of cash flow management. Develop the knowledge and skills to manage cash flow like a pro. Build strong financial health and stress free profitability in your business.
We support you in building true prosperity through your business. We aim to use advanced tax and planning strategies to put you on a path to independent wealth.
Profit Improvement Program
Are you looking to take your business to the next level?
Tailored and one-on-one, this is a 12 month commitment that kicks off with a full day Strategy Session which is followed by the Succeed Accelerator (a step by step four week immersion program to have you setting a foundation built off Strategy, Cash, Capacity and Clients). For the following 11 months you will running a playbook of monthly implementation plans covering all aspects of business, coaching sessions and quarterly two-day intensives to get your business projects DONE.
Living Life Plan
This top level membership is a high end group for our Members who want to both learn and execute proven business strategies.
This is the next and ultimate step after you have graduated from the Profit Improvement Plan. Our Living Life Plan is a blended program of education, coaching and implementation. Delivered live and in person, you get to unwind in a mastermind environment where you will be challenged to keep improving yourself, your business and your life.
