Most Recent
The directors of an established not-for-profit organisation came to WLM Financial concerned that they weren’t getting coherent reports and information, and as a result couldn’t make strategic decisions.
A general medical practice needed us to review their contractual arrangements following a laborious payroll tax audit. Unfortunately, the NSW Office of State Revenue (OSR) had earlier determined that all doctors working on a service fee arrangement..
As well as the medical sector and insurance, WLM Financial has particular experience in food and hospitality. This sector is marked by having more invoices than any other, and a challenging rostering system whereby multiple staff could be working on..
Why should you consider WLM Accounting over the Big4 for setting up your insurance underwriting company in Australia?
We have much expertise working with health and medical practitioners, one being a successful physiotherapy practice in Sydney’s eastern suburbs. The owners were keen to expand and had the opportunity to lease a second premises next door. First,..
In this case study we explore how implementing the right systems to streamline and automate their manual processes created much needed capacity for these family business owners, allowing them to take a well earned holiday!
Our client, a successful business owner, had purchased a property to knock down and redevelop as a new family home, intending to sell the current family home once the development was complete. She contacted us to arrange the finance, as we’d..
Planning bright futures together with clients is something we genuinely enjoy. However, in some very unfortunate cases, we know from the outset that the work is intended to bring closure to their affairs.
When a business starts up, cash is king. A good accountant can provide invaluable advice on how to maximise cashflow in the early years while saving for the looming taxes.
It is a universal truth that everyone wants a secure future so they can live out their golden years in comfort. In our youth, we study with the aim of being able to land great positions in the workforce. Then as working professionals we strive to..
