Tax Strategy & Preparation: Powered by Westpac Expertise
Through our partnership with Westpac, ACB brings you advanced tax planning and proactive advisory solutions designed to minimize tax exposure, optimize cash flow, and support confident financial decisions.
Our Services
Tier 1: PROACTIVE LITE
For small or new businesses beginning their advisory journey.
Service Includes:
- CIQ Diagnostic
Initial assessment of your business’s financial health and tax posture. - Basic Tax Planning
Foundational strategies to ensure compliance and avoid costly mistakes. - Semi-Annual Advisory Meetings
Two strategic sessions per year to review progress and adjust plans.
Tier 2: PROACTIVE
For growing businesses ready for Level One Advisory Services.
Service Includes:
- CIQ Diagnostic
Comprehensive analysis of cash flow, profitability, and tax exposure to identify improvement areas. - MAP Advanced Planning via Virtual Family Office*
Strategic planning for tax efficiency, retirement funding, and risk mitigation. - Advanced Tax Planning
Customized strategies to reduce tax liability and improve after-tax cash flow.
- Quarterly Proactive Meetings
Scheduled reviews to ensure your tax strategy evolves with your business growth.
- Ongoing Support for Critical Financial Decisions
Immediate access to advisory input when making high-impact financial choices.
Tier 3: Strategic
For visionary business owners seeking a true partnership with ACB and Westpac as their Most Relevant Advisors.
Service Includes:
- Business Diagnostic Survey
A deep dive into your financial health, tax posture, and operational efficiency to uncover opportunities and risks. - Annual License to Westpac Advanced Tax Planning Platform
Access to cutting-edge tax planning tools for entity optimization, timing strategies, and compliance tracking. - Advanced Financial Planning via Virtual Family Office
Integrated advice across tax, legal, insurance, retirement, and investments for holistic wealth management. - Monthly Business Advisory Meetings
Regular strategy sessions to review performance, adjust plans, and make informed decisions. - Sounding Board for All Financial Decisions
Expert guidance for major financial moves acquisitions, expansions, capital investments, and more.
Disclaimer: “All services are delivered through our strategic partnership with Westpac. ACB acts as your primary point of contact, managing onboarding, communication, and coordination to ensure a seamless experience. Westpac provides the technical execution of tax strategy, planning, and accounting services. Implementation of specific tax or wealth strategies is not included in the advisory tiers and will be quoted separately. All implementation fees will be agreed upon in advance to maintain transparency and avoid surprises. Our goal is to provide clarity, compliance, and confidence in every financial decision you make.”
Key Positioning Statement
“ACB is your gateway to world-class tax strategy and preparation services delivered by Westpac’s team of experts. We handle the relationship, coordination, and client experience Westpac provides the technical execution.”
Why Choose ACB + Westpac?
• Trusted Partnership: Access Westpac’s world-class tax expertise through ACB’s client-first approach.
• Seamless Experience: ACB manages onboarding, communication, and coordination so you can focus on your business.
• Proactive Planning: Stay ahead of tax changes and financial risks with structured advisory meetings.
• Holistic Solutions: Virtual Family Office integrates tax, legal, insurance, and investment perspectives for complete financial alignment.
• Transparent Pricing: No hidden fees implementation costs are agreed upon upfront.
• Compliance & Confidence: Reduce audit risk, optimize cash flow, and make informed decisions with expert guidance.
Questions & Answers
What is "fractional accounting" and how does it differ from a traditional bookkeeper?
Fractional accounting is an outsourced service where businesses hire our professional accounting department on a part-time or as-needed basis. Unlike traditional bookkeepers who often focus only on data entry, our approach offers a higher level of expertise with proper segregation of duties, regular financial reviews, and professional analysis. This means you get a more comprehensive and strategic financial oversight without the cost of a full-time in-house accounting team.
Why is your approach better than traditional bookkeeping services?
Our approach is superior to traditional bookkeeping due to several key factors:
● Proper Segregation of Duties: We clearly divide roles within our accounting department, minimizing the risk of errors and fraud.
● Enhanced Oversight & Professionalism: Our accountants provide ongoing financial oversight and professional analysis, ensuring accurate and thoroughly reviewed financial reports, something bookkeepers typically don’t handle.
● Scalability: We offer advanced financial services that can grow with your business, without the need for a full-time staff.
● Cost-Effectiveness: You gain expert-level accounting at a fraction of the cost of hiring full-time personnel, while bookkeepers often lack the strategic insight for business expansion.
What are the main benefits of choosing your outsourced accounting services?
Our services provide several key benefits:
● Tailored Support: We customize our services to fit your business’s unique needs, ensuring you receive the right level of support.
● Expert Guidance: Our experienced team provides insights to help you understand your finances and make strategic decisions.
● Comprehensive Reporting: You’ll receive detailed financial reports, giving you the information needed to confidently drive your business forward.
● Affordability: Get expert-level accounting at a fraction of the cost of hiring full-time staff.
● Enhanced Oversight: Benefit from proper segregation of duties and regular
financial reviews.
● Greater Professionalism: Access a dedicated accounting department with strategic insight.
What basic services do you offer for daily financial management?
Our basic services include:
● Daily Financial Management: Accurate and up-to-date accounting, tracking every dollar with proper segregation of duties.
● Cash Flow Management: Monitoring and managing your cash flow to ensure you have funds for operations and new opportunities.
● Financial Statement Preparation: Preparation of detailed balance sheets, income statements, and cash flow statements.
● Expense Tracking and Analysis: Monitoring expenses to identify cost savings and improve efficiency.
Do you handle audits and tax preparation?
While we don’t conduct audits or prepare taxes directly, we offer comprehensive preparation services. This means we work closely with your CPAs to organize your financial records, streamline the audit/tax process, and proactively address potential issues.
Do you handle audits and tax preparation?
While we don’t conduct audits or prepare taxes directly, we offer comprehensive preparation services. This means we work closely with your CPAs to organize your financial records, streamline the audit/tax process, and proactively address potential issues.
Beyond the basic services, what additional services can you provide?
We offer a spectrum of additional services tailored to your needs, including:
● Financial Strategy and Planning: Developing comprehensive financial strategies, budgeting, forecasting, and long-term planning, combining logistics expertise with accounting and finance acumen.
● Budgeting and Forecasting: Creating realistic budgets and forecasts aligned with your operational needs for efficient resource allocation and future expansion.
● Profitability Analysis: Evaluating products, services, and logistical operations to boost profitability, reduce costs, and enhance decision-making.
● Investor Relations: Handling financial reporting and communications for businesses seeking funding or managing investor relations, providing stakeholders with necessary insights.