Questions Business Owners Ask Us

Most accountants are reactive because they connect with you during tax time. However, SBX works for you and with you across the year to help you think through decisions before anything happens, because we don't just report on them after. We work with you throughout the year to understand what's changing, what you're trying to achieve and what decisions are coming up, so your numbers can inform what happens next.

A strategy session is all about understanding your business, your goals, and the decision you're currently facing. We'll understand where you are today, what you're considering and what questions need answering. From there, we'll help you identify the right next step and whether SBX is the right partner to help you take it.

Our fees depend on the complexity and scope of what you need. We believe in transparent, upfront pricing with no hidden charges, or you can get in touch with us for a tailored quote according to your situation.

There isn't one structure that's right for every business. It depends on your goals, risk exposure, and how you plan to grow because a sole trader, company, trust, or partnership carry different implications. We help you understand the trade-offs before you register, so you're not restructuring a year later.

This is one of the most common questions we get. Revenue alone doesn't tell the whole story. We look at factors such as margins, cash flow, profitability, and key performance indicators to understand what's driving your business. Our goal is to help you understand what those numbers mean and what you could do next.

Yes. Before taking on significant funding, it's important to understand what the additional capital could mean for your cash flow, business performance and future obligations. We can help you prepare for the conversation with lenders or funding partners and understand the financial considerations involved.

There's no single right answer. The right approach depends on your structure, your goals, tax considerations, financing, and how the asset fits into your broader plan. We can help you understand the potential implications of different structures and work alongside relevant legal professionals where required.

Earlier than most people expect. Succession planning isn't just a retirement conversation; it is a conversation that involves ownership, leadership, business continuity, key people, family involvement, and the future value of the business. Starting early gives you more time to prepare the business and consider different transition options.

We can help with the business, financial and structural aspects of succession, including ownership transition, business continuity, value optimisation and key-person considerations. Where legal or estate-planning advice is required, we work alongside the appropriate legal professionals to ensure the different aspects of the transition are addressed.

We work with businesses at every stage, including those switching from another accountant. We'll help manage the handover so nothing falls through the cracks.

We work across all major platforms, such as Xero, MYOB, QuickBooks and others, which will help you choose the right one for your business size and industry if you're not already set up.

Yes. Digital copies such as receipts, invoices, and bank statements can generally be maintained electronically, provided they're legible, authentic, and reliably retrievable. Record-keeping requirements can vary depending on the nature of the expense and your circumstances, so we recommend speaking with us if you're unsure what you need to retain.

As often as your business needs. Our approach isn't based on waiting until tax time. We will be working proactively, which means checking in around key decisions and milestones. The aim is to stay close enough to understand what's changing in your business and provide advice when it can actually make a difference.