What are the traits, behaviours and attitudes that lead to success?
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..
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..
For insurance companies setting up in Australia, engaging one of the big four accounting firms might seem the logical solution to setting up a back office: for payroll, invoicing, GST, BAS, stamp duty and much other reporting. Insurance firms..
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,..
We were initially engaged as business accountants for our client’s family business, a successful long-term retailer with several established revenue streams. But after analysing their business, we saw that their numbers weren’t the issue – the..