Retail Case Study

Retail Business Tax Case

We worked with the client to set up an appropriate tax structure as well as a computer system and wealth creation plan in line with their needs. We now assist the client with ongoing bookkeeping including payroll solutions so the client is able to monitor their performance on a daily basis and see a snapshot of their financial position. We also facilitated creation of a succession plan and a financial plan.

Problem

The client had no idea how to structure their affairs or about their tax obligations or wealth creation.

Solution

We worked with the client to set up an appropriate tax structure as well as a computer system and wealth creation plan in line with their needs. We now help the client with ongoing bookkeeping including payroll solutions to the client is able to monitor it s performance on a daily basis and see a snapshot of its financial position. We also facilitated the creation of a succession plan and a financial plan.

Result

The client now has 4 retail stores and is operating a successful business whilst working less hours in line with their lifestyle needs.

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