As one of the largest regional advice practices in Western Australia, we understand that creating short and long-term success in business depends on diligent planning. We have helped hundreds of organisations since 1982, and we remain committed to turning financial data into valuable insights that drive success.
It is our business to help your business, whether you are an SME or a larger established
business. As financial experts, we help resolve current and future issues that strengthen
your business over the long term. Our services cover business diagnostics, planning,
long term succession matters – and lots more.
How can AMD’s business advisors help you
Our comprehensive range of business advice services include:
✓ Annual 3-Way Cash Flow Forecasting
Gain a stronger understanding of key performance drivers, manage your cash flow cycle and make better decisions based on the financial impact of one-off events or prospective changes in business activities.
It works by combining insights from your profit and loss statement, balance sheet and cash flow statement into one package, providing a more holistic financial overview when applying for bank finance or looking at business acquisitions.
✓ Monthly Financial Reporting Dashboard
This service empowers organisations by providing actionable insights and real-time
visibility into their performance. Get custom-tailored reports, key performance indicators, and utilise regular meetings to optimise decision-making and achieve your goals.
✓ Business health checks
Get a comprehensive review of your business’s financial performance, cash flow and other key indicators to identify strengths, weaknesses and areas for improvement. We offer valuable insights and recommendations to enhance efficiency and optimise financial performance.
✓ Corporate services
Our comprehensive suite of services includes attending to tax registrations and ensuring corporate compliance. Additionally, we offer valuable assistance in the setup of companies or trusts, liaising with ASIC on your behalf, as well as preparing and filing legal forms with a range of government bodies.
We can facilitate seamless changes to your company details. These include:
- Trust variations or vesting deeds
- Share issues
- Transfers or conversions
- Address changes for key officers
- Company de-registrations.
✓ Investigative reports and expert opinions for third parties
Utilise detailed investigative reports and expert opinions on financial matters for third parties, such as banks and solicitors. We can leverage our expertise to deliver accurate and reliable information to support clearer decisions.
✓ Share and business valuations
Establishing the market value of the business or shares can give your organisation more
clarity. Our valuation work can include multiples of adjusted sustainable profit, which factors in net profit; the sector multiple; plus, other factors specific to your firm.
✓ Benchmarking key metrics against competitors and the industry
When did you last make a detailed comparison of your business results with those of industry standards and your competitors? We can run through exactly how to compare key metrics – such as revenue, profitability and efficiency – against similar companies. Setting a clear benchmark means you can identify areas for improvement.
✓ Due diligence for business acquisitions
If you are considering investing in or purchasing a business, it is crucial you are aware of all risks and that the information presented is accurate. This is the first step in working out the suitability of the investment, and your potential level of return on investment.
We support you by ensuring you are aware of the risks and returns associated with such a major transaction. In turn, you can feel confident your assets are protected and all
incidental tax benefits are realised.
✓ Preparation of business cases and feasibility studies
Investigate the viability of a project after taking into consideration all opportunities and risks. Feasibility studies explore the technical, financial, and operational aspects. Meanwhile, business cases focus predominantly on financial viability.
✓ Financing and debt advice
Our impartial experts can analyse your financial situation before looking at strategies
around financing and debt. We can advise on funding options and negotiations with lenders; lease versus buy decisions; and capital versus debt financing.
✓ Virtual CFO
We provide experienced CFO support to businesses as per their requirements. Our key
services include:
- Maintaining accounting and reporting systems
- Assisting the internal finance team
- Preparing financial reports
- Strategic financial advice.
Regardless of how complex your business advisory needs are, we are here to help you
find solutions that are tailor made for your organisation.
✓ Estate Planning
Estate planning can be a difficult time for many families. We provide support throughout the process from managing the transfer of assets, to setting your family up for the future. Our services include:
- Long term succession planning to support your family for generations to come
- Allocating your property and physical assets
- Distributing your superannuation and retirement savings
- Creating trust structures for children and your family
- Assisting in organising any legal structures and required frameworks
AMD Chartered Accountants: Why you can trust us
✓ The AMD brand has 40+ years of experience in providing taxation, business services, bookkeeping, advisory and financial planning – at a local, regional and international level.
✓ We commit to understanding each client’s unique needs and offering fast, flexible and tailored solutions.
✓ To drive the best possible outcomes, our team of 80+ dedicated staff share their knowledge across six offices in Western Australia.
✓ We have built deep and lasting ties within the communities we operate.