Accounting

To successfully grow a business, access to accurate, timely and easy to interpret financial data is crucial. So too is the establishment and maintenance of streamlined systems that minimise the amount of time spent on non-income generating tasks such as tax, payroll and compliance. The implementation of these sound financial structures and systems frees-up more of an Owner/Director’s time to spend on managing and growing their business.

As an accounting firm that specialises in creating dynamic accounting solutions, we plan, manage, protect and advise on business interests whilst offering real clarity around financial performance. From business accounting services through to complete, ‘virtual CFO’ partnerships, we maintain a flexible approach to meet the financial requirements of small, medium and large businesses and not-for-profit organisations across a diverse range of industries.

Fortunity relies on considered and proven methods of tax structuring and asset management to ensure clients meet their obligations whilst maximising after-tax returns. With expertise working with businesses, SMSFs, discretionary trusts and other entity structures, we carefully factor in each client’s individual circumstances to minimise tax obligations using the most methodical and cost-effective approach.
Fortunity also offers complete, cloud-based software solutions including Xero, MYOB and Intuit to simplify and streamline our clients’ tax and accounting functions.

Drawing on our considerable experience working across a diverse range of businesses and industry sectors, Fortunity assists organisations with the preparation, maintenance and ongoing analysis of a variety of management reports. We also assist with debtor management, payroll, general bookkeeping, ongoing performance evaluations, growth strategies and cloud-based management accounting software. The right system of management reporting provides greater understanding of and control over business performance, better positioning an organisation to tackle future challenges.

Whether relating to financial institutions or investment capitalists, Fortunity assists clients to secure the necessary funding to realise their potential and fulfil their goals. We compile profit and loss, cashflow, balance sheet and forecast statements as well as preparing complete application proposals tailored specifically to the business-lending criteria of the prospective funding source organisation.

Fortunity assists a variety of clients operating in industries or professions attracting higher than average litigation risk, such as plant and equipment hire or intellectual property businesses. With expertise across trusts, accounts-receivable financing, family limited partnerships and a variety of other asset protection strategies, we tailor solutions to safeguard our clients’ personal assets from potential business risks.