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Business Planning

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Clear Tax Accountants

Accounting business planning

Whether you are starting a business, planning for expansion, or getting ready to retire, proper business planning is essential for success. Business planning services can ensure that your plan is well-documented before you start the transition to the next stage.

At Clear Tax, we specialise in creating accounting and bookkeeping business plans that provide accurate financial; information and sound financial strategy. With our help and a financial plan for a business, you’ll be able to achieve your goals at scale, while remaining true to what you do best.

Preparing a business plan

Start-ups and new businesses often need funding. We can help you attain this funding by explaining what you do, where you fill gaps in the market, and what your goals, objectives, and forecasts are.

Raising finance 

Attracting investors to your business always requires some convincing. We can create business plans to raise finance that tell the best possible story about your business. We can include details around budgeting, goal setting, cash flow management, and risk management.

Succession planning

Moving to the next stage of your life is an exciting and daunting prospect. If you’re looking to plan the next stage of your business after you retire, we can help. Our succession planning process will ensure that everything falls into the right hands.

Clear Tax

Business Planning Services In Australia

At Clear Tax, our business planning experts are here to help you prepare and execute a successful business plan. We can help you outline your business, raise finance, and manage any foreseeable risk.

No two business plans will ever be the same. We take a look at your aspirational goals and marry them up with sound financial strategies that will achieve them. When you succeed as a business owner, we succeed.

Our business planning accountants specialise in helping businesses start or grow while minimising risk. We always operate ethically and within the boundaries of the law and regulations. You can rest assured that when you work with us, your best interests are protected.

international businesses remain protected while operating at full capacity and minimising the tax they pay in the process. Whatever the situation, we will always operate ethically and in your best interest.

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What Our Clients Say About Business Planning Services

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I have worked with Clear Tax Accountants in Richmond Melbourne for about one year. They have managed my returns, my Jobkeeper, my grants and all they have done very professionally and are a wonderful friendly group of friends. I recommend them if you’re considering an accounting firm.
Great job to all of your Clear Tax teams. As the name states its been a very clear advice and efficient. Always helpful to develop our business via free seminars. Great job guys.
I have been dealing with Yuvraj for number of years. His personal, professional and prompt service is second to none, one of the many reasons i have referred her to my clients and friends. will continue to do so. Without a doubt, 5 star all the way.
Their services are dependable, quick, and reasonably priced. They keep me informed about new tax legisaltion that may affect my position and will assist me reduce the amount of tax I owe or maximise my refund. I’m certain that my taxes are being handled in the most efficient manner possible. Thank you very much!
Highly recommended clear tax accountant. Ash and Manish and the team are providing the best services in Melbourne, extremely helpful, knowledgeable and professional. They are very responsive and answer all your queries. Always happy with their work so thank you very much.
Ash and Yuvraj are a great team. They genuinely care and help people. They are professional and friendly. No matter how busy they are, they will always get back to you. I have called Ash few times and he has always called back irrespective of the time, always chirpy even over the phone. I would highly recommend their team.
Ash and the team at Clear Tax have been absolutely spot-on for me and my business. Thorough, informed, approachable and, above-all, affordable, their company provides an incredibly refreshing and forward-thinking alternative to the more ‘old-school’ accountancy firms. Thank you for helping me in an area of business I do not love!
We are delighted with the service Ash and his team at Clear Tax Accountants has afforded us since we joined them. They are very forward thinking utilising new software apps and technology. Most importantly for us, they are always accessible to help and answer our queries, as well as taking the time to get to know more about our business, Government Grants and how it works – a rare thing!
Excellent Service & help with all aspects of my accounts. Working as a micro-business I have little time to spend on accounts and the team at Clear Tax Accountants have looked after me brilliantly from the very beginning. I feel I am in safe hands and they answer queries in a very straightforward manner so I understand everything in order to decide what to do best for my business. Delighted with Ash and Yuvraj. Thank you!
We are delighted with the service Ash and his team at Clear Tax Accountants has afforded us since we joined them. They are very forward thinking utilising new software apps and technology. Most importantly for us, they are always accessible to help and answer our queries, as well as taking the time to get to know more about our business, Government Grants and how it works – a rare thing!
Clear Tax Accountants

Choosing The Right Business Planning Accounting Strategies For You

We work with owners and managers in both large and small organisations to get them the best possible results with the help of business plans. We work hard to understand your situation and apply the right strategy for the best outcome.

It’s our commitment to offering expert accounting and financial advice to help businesses succeed while growing with stability and safety. If you would like to know more about what we can do for your business, contact our team for a consultation.

Frequently Asked Questions

About Business Planning & Accounting
Below are answers to some of the most common questions our business planning accountants get asked.
  • What is contained within a business plan?

    Many things can be contained within a business plan, depending on the plan and its objective. For example, a typical business plan might include sections like:

    • Industry details
    • Management profiles
    • Unique Selling Propositions
    • Goals and objectives
    • Sales forecasts
    • Cash Flow forecasts
    • Budget expectations


    What you’ll need to include will depend on your business and your situation.

  • Do I need a business plan if I’m not seeking financing?

    Business plans are essential for all small businesses looking to grow. In essence, it tells you where you plan to go and how you plan to get there. Business plans are also essential forecasting tools that can foresee potential problems down the track. Formal or informal business plans are amazing tools for keeping you on track.

  • What do investors look for in a business plan?

    Potential investors – or anyone, in fact – will likely only skim your business plan. Investors know exactly what they’re looking for in a business plan. 

    Investors invest in businesses, not products. So, your executive summary of your business is essential. Descriptions of management teams, industry experience, and forecasts are all important sections, depending on the investor.

  • Do I need someone to write a business plan for me?

    Getting outside help is a great way to allow someone to step back and see your business for what it is. Being too close to your business can muddy a business plan. It’s best to work with a professional business plan writer to ensure that your goals and personality are reflected in your work.

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