Smarter Advisory & Accounting

Not just an accounting franchise, but also a way to deliver management accounting, and business analysis & advice to small businesses throughout Australia. Join a collegiate network of professionals, train to be a Tax Agent if you want to, or simply focus on bookkeeping or management accounting our system works for all.

Founded by a family that started as franchisees in 2000, then bought the franchisor, and sold it in 2009 to start this system. Commenced in 2010 and going strong.

Franchise details:

• Name: Smarter Advisory & Accounting
• Concept: Providing a one-stop accounting shop to small business clients, and working with individuals.
• Location: Support Office - Melbourne, Offices - Queensland, New South Wales, Victoria & Western Australia.
• Investment: $45,000 + GST, finance terms available in some circumstances.
• Turnover: Depends on you.

Website: www.smarteraa.com.au

Contact: info@smarteraa.com.au

Phone: 1300 843 354 / 03 9752 8729

If you are an Accountant, BAS Agent, Tax Agent, expert bookkeeper looking to grow into owning a business that it both independent and also part of a collegiate network, then contact us for a no-obligation discussion.

About half our members are first generation migrants, and half were born here, so we truly represent Australia.

Our ideal applicant:

We seek members who are keen to succeed and can work collegiately within a cloud-based business. Qualifications welcomed include IPA, CPA, CA, CIMA, CGMA, ACCA, ICAEW, and similar.

We offer a supervised pathway to transition to BAS Agent or Tax Agent status.

Our business focus:

Smarter Advisory & Accounting is specifically designed to give small businesses ongoing support with both management accounting & business advice AND compliance reporting for GST, PAYG, and Income Tax, &c for an affordable fee. A number of offices have chosen to specialise and support the others in their specialist areas.

We question the traditional methods and attitudes of the accounting profession. We seek to provide a friendly, one-on-one service, regular reports to clients through monthly processing of accounts, and at a cost which doesn't break the bank. We are cloud focused and members can choose whether to work from home, via a virtual office or from offices or shop fronts.

The Services offered our clients:

We have developed a supportive accounting service for the self-employed, partnerships, small private limited companies, property investors and self-managed superannuation fund operators.

SA&A challenge the traditional method of accounting services, provided by most accountants. We consider "year-end only" accounting as totally inappropriate in today's business environment.

The SA&A cloud-based services is designed to give clients on-going support, and to keep them informed monthly of their businesses profitability and cash flow. SA&A monitors the business on a regular basis, to give advice at a time that it is pertinent.

From as little as $300+GST per month, which is extremely competitive with the traditional bundle of bookkeepers and "year-end only providers", we:

• Process the client's work monthly.
• Provide a payroll service if the client needs this.
• Provide for the client monthly profit summaries and cash flows.
• Provide IAS & BAS returns.
• Prepare the year-end Profit and Loss Statements, Balance Sheet, the Funds Flow Statement, Depreciation Schedule.
• Prepare the client's tax return.

This service is popular with small business owners, who find the regular contact with their accountant beneficial. We also provide regular newsletters and "Info From SA&A" articles. Our monthly fee structure helps with budgeting.

SA&A has become a specialist in rental property accounting.

The Investment & reward

We provide:

• Use of the SA&A brand and IP.
• An exclusive territory in which only the member may conduct local area marketing.
• Access to, and training in, state of the art tax and accounting software.
• Training in the use of the SA&A systems and procedures.
• Marketing training, a marketing starter pack and on-going marketing support.
• On-going education, support and advice.
• Access to a peer network.
• A long-term investment (10 years with right of renewal). 

And much more.

The investment is:

• Licence Fee $45,000 + GST
• Set-up costs are minimal as we provide a new laptop preloaded with the relevant software and access.
• Initial working capital you should have access to up to $10,000

The reward:

• Your own professional business, with a clear vision of the growth strategy and final capital gain upon sale.
• Your own income, dependent upon you, not someone else.
• A unique network of like-minded professionals.