Our Advisory Service

We’re here to make a real difference to our clients.  Delivering a high-quality, efficient compliance service is just part of that.  Helping our clients to develop, improve and grow their business is the next natural step.  Our Business Development offerings are practical and tangible services that create long term value for clients.

Business Planning Sessions

Does you need the guidance of someone experienced in your finance to help set a clear direction on where you want to take the business?

Success is about planning. We want to help you achieve success.

A great Business Planning process gets to the heart and soul of your business.  Upon completion of pre-work we’ll have a greater understanding of your vision and core values in order to facilitate a four hour planning session to help you create a clear one page Business Plan.

The outcome of this service is to identify and prioritise goals, both short term and long term, create strategies to achieve your goals, enable you to review actual performance against targets and establish a 90 Day Action Plan to address immediate and critical issues.

Importantly, this process eliminates a factor that is all too common in business – procrastination.

Poor cashflow is the number one reason businesses fail.

Cashflow planning is best practice in any business and critical to survival and growth.  Our Cashflow Management service is designed to help you improve your Cash Conversion Cycle and maximise your cashflow.  It will allow you to predict large cash outflows and respond to changes in your business.

Managing cashflow is all about your business processes.  After preparing a Cashflow Forecast we’ll conduct a thorough review of your processes and identify any potential causes of poor cashflow so that we can treat the underlying issues.

We’ll help you set annual goals and devise a 90 Day Action Plan to ensure you implement improvement strategies for maximum results.

Cash Flow Forecast

Do you know the answer on your incoming and outgoing cashflow, What your profit margin is?


Do you need someone to help keep you Accountable for the goals you wish to implement into your business?

Are you keen to find new strategies to improve performance and overcome business challenges?

Owning and operating a business is hard work.  Our Monthly Coaching programme provides you with accountability and support to ensure you make the best decisions for you and your business.  We’ll work together to develop strategies to achieve your desired work outcomes and gain the lifestyle you want.

Whether your business needs guiding through a major change, or you simply wish to have regular contact with a trusted coach, we’d love to help!

Taking time out to discuss what’s happening in your business will provide clarity of your future direction.

If you’re keen to improve your business performance and financial results but don’t feel you are being supported enough by your current accountant – give us a call.  We’ll arrange a complimentary Proactive Accounting Meeting to review your unique situation and discuss how we may be able to support you.

During the meeting we’ll identify your burning issues, opportunities and potential tax efficiencies, and establish goals and strategies to achieve them.  We’ll also have a strategic discussion around the current and future direction of your entities.

Following the meeting, if required, we’ll prepare a proposal for services, with all costs priced upfront, whether this be strictly for Business Development work and / or compliance.

Proactive Accounting Meeting

A Proactive Accounting Meeting gives you the opportunity to meet with us on a no charge, no obligation basis.

Cloud Solutions

Businesses that used cloud apps grew 30% faster than those that didn’t. Take advantage of technology now.

Work at the cutting edge of your industry.

Jigsaw Tax is always on the journey of harnessing technology for businesses. We can find an affordable solution tailored to your needs, and give you the ongoing support and training that you or your staff may need.

We pride ourselves on adopting new technologies to improve efficiency, enhance business processes and a whole host of other benefits that technology brings. Some of Jigsaw’s implementation projects have included:

  • Movement to a paperless accounting tax firm office – using online Cloud tax software, secure online storage, and e-signatures for tax return completion
  • Deploying an iPad payroll kiosk for a supermarket; allowing the owner to manage their staff online in real time
  • Providing cloud accounting solutions in QBO or Xero
  • Harnessing apps such as Hubdoc, to assist in complying with the ATO’s record keeping requirements and make book-keeping easy
  • Working with cloud providers to complete all SMSF work online, and work together in real-time with advisors.

If you’re interested in how technology can help your business, speak to us. We can find an affordable solution tailored to your needs and give you ongoing support and training to suit you and your staff.

What is Estate Planning?

According to the ATO: “Estate planning involves developing a strategy to deal with your assets after you die – the legal instruments and structures, such as a will, you put in place to transfer your assets in the event of death.”

Estate planning is an important part of wealth management. Effective strategies can ensure minimal tax on inheritance, protection of assets from contestation, and more.

How we can help

Jigsaw has partnered with industry leader Clear Law to provide estate planning services. Clear Law is one of Canberra’s leading  specialist law practices, and are internationally recognised experts on testamentary trusts. With Clear Law’s expert planning and Jigsaw’s intimate knowledge of our clients needs and best tax practices, our estate planning service will ensure that the wealth you have worked hard for is passed on as you intended.

Estate Planning

Take care of your loved ones and your assets.