Our services are shown below in separate categories to allow our clients to match our services against their objectives. Remember that we don’t sell services, we work with our clients to achieve their desired outcomes. Click on a service for more information and a fixed price quote.

Fixed Price Quote

Grow and Manage Your Business

Strategic & Financial Support Package

  • Strategic Planning Service
  • Monthly Strategic Momentum Service
  • Quarterly Strategic Momentum Service

Financial Support Package

  • Business Financial Health Check
  • Monthly Financial Momentum Service
  • Quarterly Financial Momentum Service

Other Services to Grow and Manage Your Business

  • Strategic Advice
  • Marketing Advice
  • Customised Financial Reporting – Outsourced CFO
  • Business Valuation and Due Diligence
  • Advice on Buying a Business
  • Advice on Selling a Business
  • Cashflow Budgeting
  • Staff Conference (Team Alignment Days)
  • Staff Training (Sales, Productivity, Financial Awareness)
  • Staff Incentive & Profit Sharing Plans
  • Customer Advisory Board (Interview Your Top Customers)
  • Submissions for Funding Applications with Banks
  • Review of Your Internal Accounting Software and Procedures

Services for Starting a Business

  • Business Feasibility and Cashflow Projections
  • Business Valuation and Due Diligence
  • Advice on Buying a Business
  • Entity Structuring Advice
  • Income Tax Advice
  • Review of Your Internal Accounting Software and Procedures
  • Staff Training (Sales, Productivity, Financial Awareness)

Proactive Services to Minimise Tax or Protect Your Assets

  • Income Tax Advice
  • Income Tax Planning and Projections
  • Entity Structuring Advice
  • Succession Planning Advice
  • Referral to Legal Advisors
  • Referral to Financial Planning Advisors
  • Referral to Business and Risk Insurance Advisors

Compliance Services – Because You Must

  • Financial Statements
  • Business Income Tax Returns
  • Personal Income Tax Returns
  • Fringe Benefits Tax Returns and Salary Packaging
  • Payroll Tax Returns
  • Self-Managed Superannuation Fund (SMSF) Compliance
  • ASIC Services for Companies
  • Bookkeeping and Payment Summaries

Other Services – Because We Enjoy It


Fixed Price Quote

We are here to help. What would you like to do next?

Recent Client Testimonials

Valuation & Due Diligence

“I engaged Climax Business Strategies in a recent due diligence exercise for a company that I was looking to buy into. It was an absolute pleasure to work with Trevor. I found him to be very practical, thorough and easy to work with. He also engaged well with the target company and was always professional and patient. He added more value to the due diligence process than I was expecting and he provided powerful insights into their inner workings and quickly identified areas requiring further investigation. I felt confident having Trevor on my team. Trevor’s frequent and timely correspondence coupled with a convenient online portal for aggregating and sharing artifacts further simplified the engagement. I have no hesitation in recommending Climax Business Strategies to anyone wishing to conduct a due diligence investigation or just seeking a practical and honest business health review.”

Gavin Kawalsky

Business Valuation

“Not only did we receive a formal valuation which far exceeded our expectations, but Trevor’s detailed report gave us a completely new insight into the strengths (and more importantly weaknesses of the business).We are now using the valuation report as a checklist or template, for improving the profitability of the business in the future.”

Steve Devane

Strategic Planning & Tax

“Climax Business Strategies is a proactive Newcastle accounting firm that I recommend to anyone trying to grow their business and save tax. Trevor has a passion for understanding his clients’ businesses and I enjoy working with Trevor to develop strategies to continue to grow my own business. As a solicitor it’s important for me to have a relationship with a great accountant. I work closely with my own clients on succession planning and reducing business risks and it’s good to know that I have an accountant at call when needed that understands real business issues.”

Sam Roberts, Roberts Legal