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Trekk Advisory

Trekk Advisory is a modern accounting and advisory firm partnering with growing businesses throughout their entire journey.

We provide all the things you’d expect from an expert team of number crunchers; the key difference is our focus on how to use your financials as a foundation for growth, not just making sure your tax gets lodged.

The thing is, every business is unique (and the path to success is never a straight line), so we tend to skew away from the "traditional" list of accounting services and guide our clients through our 3 stage framework for growth. Following this framework, our offering and advice adapt as your business shifts.

If you're ready to grow, let us help you unlock your potential and scale-up. Book in a free, no-obligation call or meeting today so we can start the conversation!


Business Information


Services

Business set up / establishment
Business structure advice / restructuring
Bookkeeping and payroll
Cash flow strategies
Cloud software & apps (Xero ecosystem)
BAS & GST preparation
Annual Financial Statements & Tax Returns
Business forecasting
Business benchmarking
Business valuations
Tax minimisation & planning
Virtual CFO
Self managed super fund (SMSF) establishment
Self managed super fund (SMSF) compliance
Succession planning
Systems review
Sale of business figures
Xero Accounting Software Training

Representative

Glenn Smith
Glenn Smith
Accountant
Secretary/Treasurer
Fusion

Contact Us

Setting up a new business

Get the clarity and confidence to kick things off right.... If you have recently made the exciting decision to start a business, you are likely to get a whole lot of advice from the grapevine – as there is a lot of things to consider and you want to get started on the right foot! It's a little overwhelming, so Trekk helps you through the maze to help you feel in control and confident that you are making all the right choices, and ticking all the necessary boxes. 👉 HELPING WITH: Choosing the best business structure Efficient and cost effective systems in the cloud Accurate bookkeeping Understanding your obligations Cashflow strategies

Cloud Software & Apps

Everything you need to unlock the true potential of the cloud.... If you want to make an immediate difference to your business - A review of your systems will do that for you. Do you feel like you don’t have control over your accounts and spend hours on the books, only to feel like you have gotten nowhere and still have no idea where you are at? We can introduce you to a range of software to streamline your business and obtain best practice. 👉 HELPING WITH: Xero setup & conversion Automated bookkeeping with hubdoc Point of Sale Add-ons Inventory Add-ons Job Costing Add-ons Training and support Ongoing optimisation

Bookkeeping & Payroll

Let us take the admin burden off your plate (we'll eat it up).... If you are struggling with inaccurate data, being behind or spending hours on the books, there are ways we can help to manage your day-to-day record keeping, leaving you the ability to keep your eyes on the prize. Utilising the leading cloud technology, we have efficient processes to make managing your day-to-day bookkeeping, payroll, invoicing & bills, and lodgement obligations a breeze. Having accurate, real-time data is essential for any business who is looking to grow - So that's why we have a team of pro's here to help you. 👉 HELPING WITH: Processing sales & purchases Supplier Payment Runs Reconciliations Fixed Asset Maintenance Payroll, Super & Payroll Tax Requirements Preparation of Activity Statements

ATO Compliance & Tax Returns

The work that just gets done, because it has to.... Our compliance team can efficiently and effectively compile your data from your accounting software to ensure your returns are lodged in accordance with regulatory requirements. Preparation is key, so we schedule annual compliance work based on what works for you. We'll give you a clear plan and let you know exactly what's required, what to expect and when. Post lodgement we'll then catch up to run you through the numbers, so they are made meaningful. We'll explain where you cash flow was invested, how you went against Key Performance Indicators (KPIs) and industry benchmarks, and give you ideas for areas of improvement. 👉 HELPING WITH: BAS & GST Preperation ATO Lodgement Annual Financial Statements Tax Returns

Tax Minimisation and Planning

Investing in Tax Planning can save you significant time and money.... Paying tax means your making a profit, which is what we're here for! So the goal isn't to pay zero tax - But you may potentially be paying thousands that you don't need to. This is why we work with our clients proactively prior to the end of financial year to explore every strategy to reduce your tax and improve your position (legally, of course!). There's a huge range of strategies you can use to minimise your business tax - from a simple recommendation to make a concessional superannuation contribution for a self-employed person, or for those on a different journey, you may have multiple structures/businesses and require an analysis of your trading to date - where you will be provided with a report containing several strategies to improve your tax situation and ensure there are no nasty surprises come tax time.

Business Advisory & Growth

The sky's the limit Setting your sights further into the future and reaching that bit higher is what creates truly life-changing opportunities - not just "business as usual" or a "little bit better than last year". Advisory-led accounting is all about looking forward, not backward - Where do you want to be in 12 months, 5 years, or even 10? How do you feel, what does your life look like? There's a drive instilled in our team to dig deeper and dream bigger, so wherever you want to be, we work alongside you to set goals, drill into the numbers, determine what has to change, give advice and action plans and catch up regularly to hold each other accountable. Seeking and identifying the opportunities for growth is what brings out the passion in us and our clients, and we can't wait to help evolve and grow with you. 👉 HELPING WITH: Cash flow Growth Strategy Business Restructuring Business Forecasting Advice Tailored to You Goal Setting & KPIs Ongoing Advisory Meetings Benchmarking Business Valuations

Self Managed Super Funds

Your partner in the world of SMSF.... We've got a whole SMSF team who can offer you the expertise in building and managing your own Self-Managed Super Fund (SMSF). This includes all the relevant advice on setting up and structures, managing the administration, tax returns, reporting, financial statements and more. SMSF's have been a popular area, but they don't suit everyone - They come with a range of responsibilities, expenses rules and regulations you must comply with. We know it all sounds a bit intimidating, but that's why we are here to help. Whatever we do, it will always be rooted in how it makes life better for our clients or leads to better outcomes, so if your thinking of SMSF, we're the bud or gal for you. 👉 HELPING WITH: Establishment Structure Borrowing in your Fund Administration Audit Wind Up

Exiting your business

Exiting your business, the right way.... No doubt you will leave your business someday – Whether you're starting on a new venture, retiring or the timing is right for a change - we want to make sure it’s on the best possible terms. For us, we like to work alongside you to create value in the business, and then when your ready, we can leverage this value to create freedom of choice for you as you exit. 👉HELPING WITH: Sale of Business Figures Due Diligence Business Valuations Risk Assessment