At OZ Financial Advisory, we prioritize delivering quality, valuable insights tailored to your business needs. With our expertise in interpreting financial statements, identifying issues, and offering effective resolutions, we empower businesses to improve their financial health. Our services are designed to support small and medium-sized enterprises (SMEs) in navigating challenging and dynamic environments.

We provide comprehensive accounting and bookkeeping services, including:

• Maintaining accounting records.
• Preparing monthly management reports (e.g., budgets).
• Preparing and lodging BAS/IAS documents with the ATO.
• Preparing financial reports for submission to regulators, banks, or other stakeholders.
• Offering cloud-based accounting solutions (e.g., Xero, MYOB, QuickBooks) for remote accessibility.
• Arranging offshore employee management to help reduce costs for SMEs.

Cloud accounting offers numerous advantages, such as:

• Anytime, anywhere access to financial data.
• Cost-effective and scalable solutions.
• Enhanced data security and backup.
• Paperless operations with streamlined processes.
• Minimal maintenance requirements.

Yes, we specialize in helping startups and small businesses with services like:

• Corporate Secretarial services.
• ASIC compliance.
• Business restructuring and cashflow projections.
• Business coaching and tailored solutions to help scale and grow.

Financial reporting communicates your business’s financial health to stakeholders and supports informed decision-making. We assist in preparing:

• Detailed sales reports.
• Trends and KPIs for management insights.
• Financial reports adhering to compliance standards.

We offer due diligence services to assess a company’s financial position, uncover liabilities, and forecast cash flow. Whether you’re buying or investing in a business, we provide a detailed report to:

• Verify the accuracy of financial statements.
• Identify irregularities or risks.
• Ensure informed and secure investment decisions.