Our Services

Bentleys Newcastle is able to offer a wide range of services, from business valuation, to auditing and book keeping.

As a local firm, we’re large enough to offer a variety of specialist sevices, and small enough to guarrantee personalised advice. Here are just a few of the services we can offer:

Audit

BAS Preparation

Book Keeping

FBT Compliance

Financial Statement Preparation

GST Advice

Income Tax Return Preparation

Some of the more specialised services that we offer include:

Accounting Software Advice

Our experienced team are able to provide you with advice in this area in respect to the following:

  • Choosing the software appropriate for you
  • Applications that may be added on to the software, e.g. managing document, point of sales, time management, inventory management
  • Implementation and training
  • Back up support
  • Data entry
Benchmarking

Discover how you stack up against your industry peers by comparing your business’ key financial data with a wide range of available benchmarks.

Your Business Benchmark Report will identify key areas for business improvement and highlight opportunities to increase your business profitability and productivity. Your report is specific to you and is based on the current Fair Market Value.

Bottom Line Improvement
Find out how to best improve your profitability, by coming in for regular face to face meetings to discuss your business performance with one of our experienced and knowledgeable partners. Drawing on a variety of tools such as Benchmarking, Business Valuation and Profit Forecasting, we will generate ideas from your financial analysis on how to improve each time your business figures are analysed.
Breakeven Analysis & Projects
If you are contemplating a significant investment for your business, ensure you receive the return that you expect by undergoing a breakeven analysis. By analysing the various factors at play, such as sales data, the depreciation of your investment and the profit from sales, we can help you determine the right decision for your business.
Business Advisory Assistance
The team at Bentleys have a wealth of experience in providing advice to their business clients. The range of advice is extremely wide and you can rely on the team to assist you with any decisions you need to make in running your business.

The overriding ethos for a Bentleys business advisor is that if a client needs assistance, we will help you directly, or find another professional who can.

Business Valuations
Looking to buy or sell a business? Perhaps you want to enhance the value of your business for the future. We can provide you with an evaluation of your business and find where improvement can be made to enhance its value.

Backed by state of the art valuation software, we provide a comprehensive evaluation of the risks and value drivers of your business. By running your responses to our personalised survey through the software’s algorithm, we are able to provide the most accurate measurement of your business value. This enables the valuation to be based on more sientific analysis than just our subjective opinion.

Cashflow Management
In developing a Cashflow Forecast, you will see when money is going in and coming out to determine what position you will be in financially at any given time. Once the high and low points of cash flow within your business are identified, we can implement strategies to cope with these fluctuations. This may be investing when cash is at a high point or facilitating a loan at a low point in cashflow.
Estate Planning
Having your estate plan in order means that you can have peace of mind that when you pass away, your wishes will be carried out. With our systematic approach, we will discuss with you the ordering of the correct documentation, the value of what your estate entails, your capital gains tax outcomes and what your beneficiaries would achieve from the current will.

We can also refer you to a solicitor or if you have a solicitor we will work with your them to help with your estate plan.

Finance Assistance
For easy access to financial assistance, let us provide you with a referral to a trusted, highly qualified broker. By undergoing a pre-lending assessment, we can advise you on the most suitable institution to assist you. Whether it is for equipment and motor vehicle purchases, investment and personal residence purchases or accessing overdraft facilities, we can recommend the ideal type of financial assistance for you and the best way to go about accessing it.
Profit Forecasting
Via an in-depth consideration of the income and expenses that the business expects to incur, we are able to project the level of profitability to be experienced by your business on a monthly basis over a set period. Our process goes “line by line” and realistically looks at the incremental changes your business needs to make improve for the future and to create a roadmap to get you to where you want to be in the next immediate term.
Strategic Plan
Having a plan is an essential part of running a successful business. By considering your personal goals for your business, we will apply our step-by-step process to determine its current position and how to keep you on track to where you want to be.

Not only this, we also provide assistance in:

  • Board of Advice
  • Inventory Review
  • Risk Assessment and Internal Reviews
  • Salary Packaging
  • Succession Planning

Whatever your business needs, Bentleys is here to help you get to
Where You Want To Be.