Rogerson Kenny Business Accountants

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    Expert Business Advisory Services for SME and Family Business Owners

    Collaborative strategies to achieve your business goals today

    Partner with us to develop a comprehensive plan that drives success and helps you achieve your goals.

    Our business advisory services take the time to understand your objectives, current business performance, structure, and strategy. We tailor each of our services to your exact needs, ensuring that you receive targeted business advice and support for optimal results.

    Three people, two women and one man, stand around a table looking at a laptop screen. They are smiling and appear engaged in their discussion. The scene takes place in a modern, well-lit office with glass walls. Coffee mugs, papers, and business accountants' notes are on the table.

    Business Consulting Services

    Rogerson Kenny Business Accountants works to help you achieve your financial and operational goals. For over 45 years, Australian businesses, families, and investors have relied on our comprehensive business consulting services.

    With your specific needs at the forefront, our team of dedicated experts provide tailored solutions that are designed uniquely for you. Whether you are a small business owner or a corporate entity, getting the right strategic guidance is key to successfully navigate challenges and unlock growth opportunities.

    Improve efficiency, minimise risk and maximising your business’s potential with our expert business consulting services.

    From tax minimisation strategies to modernising your operations our business consulting services are aligned to achieve your financial objectives and secure a strong future.

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    Business Consulting Firms Melbourne

    We understand that every business is different and that’s why at Rogerson Kenny we deliver bespoke advice tailored to your specific situation.

    As one of the leading business consulting firms in Melbourne, we combine traditional expertise with the latest in cloud-based technologies to offer a proactive, hands-on approach.

    We empower your business with the right tools, knowledge, and strategies to help you thrive in an ever-changing market.

    We provide services for businesses across various industries, including:

    • Strategic planning and development 
    • Risk management and compliance 
    • Business process improvement 
    • Financial management and structuring 
    • Succession planning 

    Our business consulting firms put your success first, offering a personalised approach and real-world strategies to help you make informed decisions for long-term growth.

    Business Advisory Services Melbourne

    Unlock your business’s full potential with expert guidance from our Melbourne-based business advisory services. We partner with you to develop growth strategies, optimise financial planning and navigate challenges—helping you seize opportunities and mitigate risks. Work with experienced business advisors in Melbourne and achieve your business goals sooner. We assist businesses in areas such as:
    • Tax minimisation and compliance
    • Profit maximisation strategies
    • Succession and exit planning
    • Legal structure and operational optimisation
    • Personal and business wealth creation
    Whether you are navigating complex financial decisions or planning for the future, our business advisory services offer the expertise you need to stay on track and ahead of the competition.
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    Our Process

    Our process is designed to ensure that your business receives the tailored advice and support it needs to grow and succeed. Here’s how we work with you:
    • Understanding Your Business: We take the time to learn about your business, your goals, and the challenges you face.
    • Tailored Advice: Based on your unique situation, we provide customised solutions designed to meet your specific needs.
    • Strategic Planning: We work with you to develop actionable strategies that align with your business objectives.
    • Implementation: We help you implement these strategies with the right tools, guidance, and support every step of the way.
    • Ongoing Support: As your business grows, we continue to provide ongoing support to ensure you stay on track and adapt to any changes.
    Our approach is hands-on and results-driven, ensuring you get the best possible outcomes from your business consulting services.
    Three people, two women and one man, stand around a table looking at a laptop screen. They are smiling and appear engaged in their discussion. The scene takes place in a modern, well-lit office with glass walls. Coffee mugs, papers, and business accountants' notes are on the table.

    Financial Accountability for Real Growth:
    Our Proactive Approach

    Comprehensive solutions that go beyond traditional tax and accounting services. Propel your business forward with monthly reports designed to focus on YOUR key metrics and KPIs.

    Gain valuable real-time insights to your financial performance, delivered through a user-friendly dashboard each month.
    Feel empowered in your business as our team of business advisors ensure you understand and interpret the numbers to maximise growth opportunities.

    Staying ahead in today’s competitive landscape requires more than just crunching numbers.
    Embrace more than just tax and accounting services with our financial accountability solutions.

    Our Services

    Customised Budgeting & Reporting

    Work closely with our expert team to create tailored budgeting and reporting solutions that align with your specific goals and financial objectives.

    This personalised approach ensures you have an accurate understanding of your business’s financial performance, giving you the ability to make informed decisions.

    Comprehensive 3 Way Forecasting

    An all-inclusive forecasting service that covers your balance sheet, profit and loss, and cash flow statements.

    This comprehensive approach, guided by our business planning expertise, enables you to anticipate future financial trends, manage risks effectively, and develop strategies to drive growth and profitability.

    KPI Tracking & Analysis

    Our user-friendly dashboard lets
    you track and analyse key performance indicators (KPIs) relevant to your business.

    By monitoring these crucial metrics,
    you can confidently identify improvement areas, evaluate your strategies’ effectiveness, and make data-driven decisions to optimise your success.

    Our key to improving our client’s position is with the interpretation of financial information, our understanding of you and your business goals, the marketplace your business operates in and our ability to provide real-world, practical solutions to help you achieve your goals.

    Our Business Advisory Services Approach

    Initial Meeting & Review

    We understand your group business structure, business goals, challenges, succession desires, tax position, and debt position.

    We listen and ask questions.

    We work to gain a deep understanding of your business group and goals, allowing us to provide recommendations and options.

    Business Health Check

    • Business strategy
    • Business Performance, Cost Analysis, Financial Ratios
    • Tax Position, Compliance and Minimisation Opportunities
    • Debt & Financing, including Inter Entity Loans
    • Asset Protection
    • Succession options, including Capital gains Tax Planning

    Business Advisory Recommendations

    A solution-based approach.

    We bring together your goals, our initial discussions, and the health check outcomes.

    Presenting you options to consider, with achieving your goals and minimising risk front of mind.

    Cover of a document titled "Checklist for Purchasing a Business" by Melbourne Accounting Firm, Rogerson Kenny Business Accountants. It features a grayscale image of a modern, multi-story building with balconies against a cloudy sky. The RK logo is displayed at the top right.

    Buying a Business: Your essential guide.

    We've created this valuable 10 step checklist to guide you through the initial stages of assessing a potential business opportunity

    Designed to be thought-provoking, it helps you identify issues and opportunities in a business while covering essential operational and performance considerations, all backed by our business advisor insights.

    With our business advice, you’ll have the support and knowledge you need to make informed decisions, maximise success and drive your enterprise forward.

    Our Business Advisory Services Approach

    Where are you now?

    • Initial review
    • Business health check
    • Consensus on current business position

    Where do you want to be?

    • Goals
    • Future business value
    • Risk minimised and wealth protected
    • Free cash flow
    • Clear succession plan

    How do we get there?

    • Business coaching
    • Implementation of recommendations
    • Regular meetings with financial accountability
    • Constant strategic and goal alignment
    • Measure and monitor
    • Ongoing business advice

    Bank Finance Guidance & Support:
    Get Better Insights for Financial Success

    Whether you’re buying a business, refinancing, or seeking finance for growth or acquisitions, we are here to help you
    navigate the world of bank finance.

    Our business advisory service expertise includes:

    Securing Finance for Business Purchases

    We’ll assist you in evaluating your financial position, identifying suitable lenders, and preparing a robust application to increase your chances of securing the finance you need.

    Our financial services expertise will help you navigate getting the necessary funding for buying a business.

    Refinancing Options & Advice

    If you’re considering refinancing your existing loans, our business advisory experts can help you explore various possibilities and determine your business’s most beneficial course of action.

    We’ll advise on negotiating better terms, consolidating multiple loans, or switching to a more suitable lender to improve your financial situation.

    Support for Growth & Acquisition Financing

    If your business is seeking funds for growth or acquisition, our team can help you sail through the financing process.

    We’ll help identify the right financial products, prepare a compelling proposal, and present your case to lenders, ensuring you have the resources you need to expand your business successfully.

    Don’t Leave Your Business Success to Chance

    Be guided on the path to growth and performance by our expert business advisors…

    Experience the Rogerson Kenny Difference

    Whether buying a business, seeking finance, or refining your strategies, our business advisory services are here to help you succeed. Be empowered to make the best decisions for your business, we’ll be at your side every step of the way, offering expert advice and guidance.

    Benefit from a customised plan designed to help your business reach its full potential. You’re not just getting a one-size-fits-all approach when you work with us. Our commitment to understanding your unique goals and challenges ensures we can offer valuable insights and tailored solutions that make a real difference to your business trajectory.

    Take the first step towards business success now

    Unlock your business’s potential and set on the path to lasting success. Together, we can create a brighter future for your enterprise and achieve the goals you’ve set for yourself and your business. Don’t wait any longer – book your free consultation now, and let’s begin this exciting journey together.

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    Learn More

    Whether you’re a small business owner, a family businessnor an investor looking for expert guidance, Rogerson Kenny Business Accountants offers the business consulting services you need to succeed. With over 45 years of experience, we’re here to provide you with the tools, advice, and strategies to take your business to the next level.

    Contact us today to schedule a consultation and find out how we can help you achieve your business and financial goals.

    Best Tax Minimisation Strategies, 20 Effective Tax Strategies for Australian Businesses

    Tax planning and by extension, minimising or deferring tax, is a critical aspect of running a successful business in Australia.

    By implementing effective tax strategies, businesses can optimise their financial position, minimise or defer tax liabilities, and ensure compliance with ever-evolving tax laws.

    In this checklist, we outline 20 key tax strategies that businesses should consider implementing to minimise or defer their tax and mitigate risks. Including how to reduce Capital Gains Tax Australia.

    The cover of a business guidebook titled "20 Effective Tax Strategies for Australian Businesses" by Rogerson Kenny Business Accountants, a renowned Melbourne accounting firm. It features a glass jar labeled "TAXES" and boasts a blue and gold design with the Rogerson Kenny logo.

    FAQs

    What sets Rogerson Kenny apart from other business consulting firms in Melbourne?

    Our blend of traditional accounting expertise and modern cloud-based technology, along with our personalised approach, sets us apart. We offer practical, proactive advice designed to drive real results for your business.

    A business consultant in Melbourne can help you with strategic planning, financial management, risk mitigation, and overall business growth. Our consultants provide tailored advice to ensure you make informed decisions and maximise your business’s potential.

    We work with a wide range of businesses, including small to medium enterprises, large corporations, family-owned businesses, and property investors. Our business advisory services are designed to meet the unique needs of each client.

    Contact us today to arrange an initial consultation. We’ll assess your business needs and develop a tailored plan to help you achieve your financial goals.