Financial Advice

for all the financial advice you need

We can assist you in setting up your business to ensure you start off on the right track, assess the viability of a business you’re thinking of purchasing and make sure a business you’re thinking of selling is in the best possible shape. We can also advise you on rental properties, cashflow and assets.

Financial Performance Assessment

Let's talk about how to improve your cashflow and where you could save money.

Business Structure

Unsure of how to structure your business? We can advise you on the options and help you choose the right one for you.

Rental Property Advice

We help you claim all the costs against the rental income, then do your Tax Return for you (these can be a bit messy for people to do themselves).

Sale of a Business

We can compile accounts to show prospective Buyers the performance of your business.

Business Pre-Purchase Due Diligence

We help you decide if the business you want to buy is a diamond or a lemon.

TESTIMONIALS

WHAT OUR CLIENTS ARE SAYING

“Totally professional and knowledgeable. Very friendly and approachable. They talk plain English to you so you are not left wondering what you’re supposed to be doing, how, when, etc. So refreshing to talk and deal with real people in such an IT oriented world where you hardly even get to speak to a real person at the end of the phone these days. Very easy to understand, accommodating, and they really make you feel like they are there working for you to ensure you peace of mind as opposed to simply working to make an income. Make you feel valued as a person and an individual, not just a “client”. Would definitely recommend.”

Rosalie

“We have been using Upshot for 2 years and can’t thank them enough. Fast, efficient, amazing team.”

Michael

“I have been using Upshot for the past 4 years and they are faultless! I enjoy dealing with them and whenever I have asked them for help they are always there.”

Bats

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related services

Accounting Services

Running a business doesn’t mean you have to be a numbers-oriented person. Give us your paperwork and leave the bean counting to us – we’ll get your accounts done in good time and ensure you’re on top of all that paperwork.

Small Business Support

We’re passionate about supporting small business to succeed. We’ll help you with just about every area of running a small business – tax matters, finances, paying staff, maximising efficiency and complying with your legal obligations.

Tax Services

Keeping track of what you’ve got to file or pay and when can be a tricky balancing act, but we’ve got you covered. We’ll help you avoid unnecessary late penalties and interest by ensuring you know what and when needs to be filed or paid.

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