Tax time cashflow: time to talk turkey with your clients

turkey bird

Attention trusted advisors working with small business owners: what to ask your clients at tax time or any time

  1. Are you trading profitably?
  2. Have you put enough aside to meet your regular financial commitments?
  3. Does your business have enough to spend on yourself and pay others?
  4. Is your business improving its financial position

Free coaching kit  “As a trusted advisor to small business owners, you know your clients best. They might be a business you have been working with for many years, or people you see on a once every quarter basis. As their advisor, you want to help them improve business fitness and maximum their success. This toolkit is not meant to replace accountants. The Kit displays your knowledge and skills while providing a series of easy to complete activities for the business owner. Thus, your client gains the confidence to check on their cash flow if they desire. In so doing, this activity builds further trust between you and your client.”

Webinar: 29 June 2022

10 Business Health Check questions to use at client meeting to start the cashflow conversation

Cashflow Canvas is the online cashflow tool resulting in action/s required.

Email Auxilium Partners if you want a free PDF copy (108 pages) of the Cashflow Kit teaching module

Online Tax Time Cashflow Kit contains: Business Health Check, Cash Flow Canvas, Action Checklist, Learning Topics, Change ideas. ATO recommendation here:

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About Auxilium Partners

Auxilium Partners is a WA owned and operated insolvency, forensic accounting and mining advisory firm based in West Perth.

Our partners Bob Jacobs and Andrew Smith are Registered Liquidators with ASIC and Paul Cockburn is a Certified Fraud Examiner.

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