Sword Advisory

\\Contact Details

Contact us

We are a cloud firm and operate in all Australian territories

Our phone:

08 6169 2882

Email:

solutions@swordadvisory.com.au

Our postal address:

PO BOX 4068, Mandurah North WA 6210

Trading hours:

Open for appointments on:
Monday to Friday 9am to 5pm (AWST)

\\Bookings

Book an appointment or Call back

Our first business meeting

This meeting is a casual in person, phone or video conference meeting where we can get to know each other or ask me a question. I will give you 30 minutes of my time for free, the first time we have a meeting.

Request a call back

Leave your name, number and reason for your enquiry and I will call you.

Personal tax return

This meeting is an in person, phone or video conference meeting where we can go through your income and deductions to prepare your personal tax return. I will give you 20 minutes of my time for free, when you pay for a personal tax return.

// What happens next

Check out our work process

We have skilled and knowledgeable people working at Sword Advisory and we believe our clients derive value from what we do by the way we deliver and by knowing our clients and business goals.

We offer two free meetings a year to foster that relationship and align our activities with your goals. They are the Free 30 business performance review to go over the financial statements and tax return and a free 1 hour business strategy meeting.

1

Free 30 minute value meeting

This meeting is our first casual in person, phone or video conference meeting where we can get to know each other or ask me a question. I will give you 30 minutes of my time for free, the first time we have a meeting.

2

Free 1hr discovery meeting

We'll discuss your business and goals and establish how we can help you attain your goals. We formalise what the work we will do and the fees we will charge.

3

Collection of documents

We will send an ethical letter to your former account, notifying them that we will become your tax agent. We will organise the collection of corporate binders, financial statements and tax returns from them.

4

Synchronise systems and processes

Gaining access to software liaising with former bookkeepers and payroll managers if required to allow a smooth transition essential services.

5

Additional information

We notify you of any missing information and what we need to finish any incomplete work from the change process.

6

Carry out agreed work

Perform work throughout the year along with financial statements and tax return

7

Free 30 minute Performance review meeting

We offer you a free 30 minute meeting to go over the financials and tax return when completed. We will discuss any key areas that are done well and identify areas that could signify risk ahead.

8

Free 1 hr strategy meeting

Before the end of the year we have a meeting to discuss your personal and business goals for the coming year. We then plan a tax strategy and and work in the coming year to align with your goals.

// Google Meet

How to access Google Meet without a Google account

Google Meet is our preferred video conferencing system where we attend many of our meetings.

It is a common misnomer in thinking that Google Meet is only available with an active Google account. Without it, you can join the meeting with a Meet code or a link which we will send to your email or calendar.

To join the meeting with a code:
1 Go to the Google Meet site (https://meet.google.com)
2 Enter the code in the textbox.
3 Click the “Join” button.

If you have a link to the meeting, click on it, tap your name, and join it. Remember that if you do not have a Google account, you can quickly join Google Meet but not create the meeting on your own.

You will need a laptop, tablet, phone or computer with a camera, microphone and access to the internet.