valerie beis – Page 2 – The Accountants

Preparing for your Tax Return meeting

27 June 2024 No Comments

This article, intended for clients and written from a tax agent’s perspective, provides a comprehensive checklist for preparing for a tax appointment. It covers essential documents and information related to personal identification, income, expenses, health insurance, additional financial documents, debt information, previous tax returns, and specific considerations for business owners. The aim is to guide clients in efficiently preparing for their tax appointment, ensuring a smooth and effective tax filing process.

What Fathom to Improve your Business

11 June 2024 No Comments

This article, intended for business owners and written from an accountant’s perspective, provides an overview of Fathom Reporting and its capabilities. It covers Fathom’s features like in-depth financial analysis, customisable reporting, benchmarking, forecasting, and consolidation for multi-entity businesses. The focus is on how Fathom can facilitate informed decision-making, efficient time management, and proactive business management, making it an essential tool for businesses looking to enhance their financial insight and strategic planning.

Information for 2024 Tax Return

7 June 2024 No Comments

This article, written from a tax agent’s perspective, provides a comprehensive checklist of the essential information and documents needed for preparing an individual tax return in Australia. It covers areas such as personal identification, income statements, investment income, capital gains, deductions, superannuation contributions, health insurance, debt information, and other relevant details. This guide aims to help individuals gather all necessary information for an accurate and efficient tax filing process.

Doing reference checks in business

30 May 2024 No Comments

This article, written from a business advisor’s perspective, highlights the importance of reference checking in the recruitment process for Australian businesses. It covers verifying candidate information, understanding work ethic and compatibility, identifying red flags, gaining a holistic view of the candidate, legal and compliance aspects, tailoring reference questions, and the overall contribution to building a quality team. Emphasising these aspects underscores the value of reference checks in making informed hiring decisions.