Go Beyond the Numbers

Before you can Go Beyond the Numbers, you need to know where you’re starting from.

At Fiscal Artisans, we help you get a comprehensive understanding of your finances by helping you gather the necessary data and records. This gives us an accurate picture of where you are now and what’s happened in the past. This allows us to help you make informed decisions about your financial future.

We’ll work with you to develop and implement systems that track and record all your data. We provide advice on how to keep it organised. We can also prepare and file any required tax returns, as well as monitor your overall tax position.

We can help you determine the records needed for your specific situation. We’ll be here to answer any questions you may have throughout the process.

Fiscal Artisans can help you organise your financial records. This may include sales of products and services, purchases of stock and equipment, staff and running costs, investments (shares, funds or properties), how you finance them (loans, equity, bank and credit cards), profits and taxation, as well as your personal income tax position.

Fiscal Artisans utilise an array of cutting-edge tools to streamline record keeping and data processes. Our comprehensive suite of services includes Xero, Hubdoc, Dext, Sharesight, BGL Cas, Simple Fund, WorkflowMax and Aider – providing you with reliable and efficient ways to organise your financial records.

Let Fiscal Artisans help you take control of your finances and Go Beyond the Numbers!

Once you know where you’re starting from, we help you Go Beyond the Numbers. We help you manage your finances, plan for the future, and manage your dreams.

We will:

Listen: We will listen and guide you in all your Taxation, Saving, Investment, Property and Financial Planning needs.
Understand: We will help you understand what your numbers are telling you.
Planning: We will guide you through your planning process and help you with paperwork, record keeping and advice.
Comfortable: We will help you get comfortable with your numbers, even when there is uncertainty.
Action: We will help you take action to improve your position and results.

Go Beyond the Numbers is going where you want to go. Let the experienced team at Fiscal Artisans help you reach your financial dreams.

We can discuss and work with you on:

Tax Returns: Preparing annual income tax returns (for individuals, partnerships, companies, trusts and super funds);
Financial Statements: Producing annual and interim financial statements;
Business Activity Statements: Calculating quarterly or monthly Business Activity Statements;
Cashflow: Cashflow and financial projections for your business
Financial Reports: Preparing financial reports for banking and financing requirements;
Investments: Examining investments for income and capital gains;
Assets: Estimating the tax implications of selling or transferring an asset such as a property.
Retirement planning: Estimating the tax implications of selling or transferring an asset such as a property.
Business: Borrowing to build up your business, franchising and R&D rebates, government support and purchase planning.

By working together, we can identify risks, opportunities, strategies and options that will help you maximise outcomes and Go Beyond the Numbers.

See our Client Testimonials.

At Fiscal Artisans, we have a simple and professional process for our clients.

Our Go Beyond the Numbers process allows us to understand the scope of your project and provide you with accurate value and payment terms. To begin work on your project, we will provide you with a Letter of Engagement that outlines all the details.

We offer three ways to engage our services:

When working on income tax returns, where a refund is expected, we can draw out fees from the refund and pay you the balance. It’s simple and convenient. Or we can invoice when the return (or advice session) has been completed, with payment due within 14 days.
For longer-term clients with ongoing work throughout the year, we offer annual fee contracts with payments made monthly via direct debit on the 28th of each month.
For other work such as individual tax returns, advisory discussion sessions or specific projects, we create a scope of work to be done and prepare a letter of engagement quoting either a set fee or range depending on the work. A deposit may be required, with the balance of fees to be paid within 14 days of completion or from the date of invoice. For larger projects, progress payments may be identified in the letter of engagement.

At Fiscal Artisans, we focus on helping our clients stay compliant with their financial obligations. We strive to provide the best advice and assistance possible in order to ensure compliance with all applicable laws, regulations, and guidelines.

However, due to the ever-changing nature of these requirements, we cannot guarantee a specific outcome or result. We will do our utmost to find solutions that meet your needs. Ultimately the success of any project is dependent upon many factors. We understand due to such factors as legislation, guidelines or your budget, the outcome of any situation may not always be 100% what you expect or want. We will always do our utmost to find a way for it to work in your favour.

We make sure that all the relevant items are accurately accounted for, without assumption. You can be confident that your taxes are filed correctly and compliantly.

At Fiscal Artisans, we take pride in our commitment to compliance with the ATO requirements and professional guidelines. We understand that each year can bring different challenges. We are dedicated to providing accurate recording and reporting of your financial information.

At Fiscal Artisans, we are committed to providing our clients with reliable and compliant advice that is in line with Australian Taxation and Corporate Law. We strive to ensure that all of our services adhere to the highest standards of compliance. You can rest assured that your finances are in safe hands.

Taxation Advice

Financial Planning

Investment Planning

Property Finance

Getting the Numbers