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Clear Tax Accountants

Planning Your Business's Next Steps

Running a business is about much more than just daily operations. Have you thought about how you’ll handle challenges as they arise? A business plan helps you stay focused, raise necessary capital, and manage potential risks.
At Clear Tax, we provide business planning services that offer practical financial strategies to help you succeed.
We understand that accounting and bookkeeping businesses require more than just financial projections—they need a solid roadmap to follow. Our team works closely with you to create a business plan that aligns with your business goals and helps you manage risks along the way.

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.
Matthew Joscelyne
Australia House
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.
Anand Shanmugam
Oporto South Morang
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.
Vanessa Le
Zon’x Group
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!
Sankirth Sunil
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.
Jirada Ponpetch
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.
Gladys Rodrigues
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!
Roman Singh
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!
Jacqueline Chatlin
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!
Amandeep Maan
Bit Expert
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!
Jacqueline Chatlin
Blaykley
Clear Tax Accountants

Ready to Plan Your Next Move?

The future of your business depends on the decisions you make today. Are you ready to take control and secure a strategy that works for you? At Clear Tax, we offer professional business planning services that help you achieve your goals—whether you’re starting out, expanding, or planning your exit.

Reach out to our team to schedule a consultation and learn how we can help you succeed in the next stage of your business journey.

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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