HOW WE CAN HELP YOU

Business Advisory

Are you a business owner struggling to keep up with the ever changing world of business? Are cash-flow concerns always on your mind?

Strategem Financial Services | Bendigo & Melbourne | Business Advisory

Are you falling behind your competitors?

Do you struggle to know where to put your energy and focus? Is your health and family feeling the impact of your uncertainty?

Our focus is on you and the needs of your business.

We’ve built our Business Advisory offerings on what we believe are the five fundamentals of business. Ultimately, these fundamentals will help you work towards a healthier work-life balance, leave you with a stable business foundation and allow you valuable time back.

Strategem Financial Services | Bendigo & Melbourne | Business Advisory

What we have found in our 85 years of working with businesses is that often business owners don’t leverage the five fundamentals that need to be at the core of business planning and strategy.

DOWNLOAD YOUR GUIDE

Tax Planning Guide

Navigate the complexities of tax planning with ease, ensuring you are well-prepared not only for the upcoming tax season but for the long-term financial landscape.

What you’ll recieve? A copy of our Tax Planning Guide eBook straight to your downloads folder.

Strategem Financial Services | Bendigo & Melbourne | Business Advisory
Strategem Financial Services | Bendigo & Melbourne | Business Advisory

Does that sound like a pipedream or unreachable goal?

We are here to show you how simple it can be with the help of our tailored Business Advisory services.

Strategem Financial Services | Bendigo & Melbourne | Business Advisory

No matter the size of your business, taking the time upfront to get organised can dramatically improve your outcomes in the short and long term.

Resources

It’s time to start preparing to lodge your 2023/2024 tax return. Working with a Strategem accountant for your business return not only meets your taxation obligations but it a great opportunity to talk wider business with an experienced professional.

Strategem ATO Priority Areas

The below blog outlines the ATO priority areas to be aware of this tax season.

Work From Home Diary

Get our Work From Home Diary for claiming home office running costs.

Book an appointment

Book an appointment with one of our experienced Accountants

HEAR IT FROM OUR CLIENTS

  • Working with Emmy is such a pleasure. She has watched our business grow over the past 13 years and there’s nothing that we wouldn’t trust her with when it comes to our business. Her knowledge, expertise and advice is invaluable. Any question of us to Emmy is never too much trouble for her and she is always accommodating to our business needs. Emmy is encouraging and her advice is sound - this gives us great confidence in moving our business ever forward.

    - Mel and Justin Clark, Reanne Curtains and Designs

  • Excellent people who actually ‘get’ our business and tailor the accounting and investment services to suit us, not you. Thank you.

    - Robert, Business Owner

  • Help and explanation, from Chris, in regards to complicated business change overs have been invaluable to our business The ladies in the office are always helpful.

    - Troy, Director

  • Progressive service and advice beyond number crunching accounting.

    - Gareth, Business Owner

  • Trevor and Emmy have been very helpful in navigating through the JobKeeper and other COVID-19 related queries, as well as our ongoing needs.

    - Paul, Business Owner

  • Strategem assist us with all levels of our accountancy needs. They are progressive yet still provide good old-fashioned service. It is evident that their priority is always meeting or exceeding their customer’s needs. They take the time to explain the required process and treat us like a business partner rather than just a client.

    - Richard, CEO - Insurance

  • I started working with Strategem over 20 years ago. Since this time Strategem have provide accounting and financial advice for 2 of my Architectural firms and for me on a personal level. I find Strategem’s professionalism, willingness to assist and provide advice to be immeasurable. I highly recommend Strategem to any business or individual looking for accountants and advisors who take a personal interest in their clients.

    - Terry, Managing Director - Architect

“Strategem are a fantastic group of professionals to work with. Our accountant Ash has been exceptional in delivering fantastic advice all while keeping it easy to understand.

  • We often look forward to our meetings at Strategem mainly because it's a very friendly atmosphere and the team genuinely cares about our business's growth. If you are looking for a financial team that will go above and beyond for you, look no further than Strategem.”

- Brandon De Wys,
Business & Accounting Client

We get that just because we love numbers doesn’t mean you have to.

Our specialised advice will support the health of your business. So let us help you navigate the complex world of running a business, and work with you to grow your wealth. Fill out our enquiry form below.

Strategem Financial Services | Bendigo & Melbourne | Business Advisory