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NextStep Advisory
- | Accounts, Banking & Financial Services
- | Business Compliance
- | Business Services
NexStep Advisory is a Chartered Accounting firm in Parramatta, led by Paul Rattray, who brings over 20 years of experience helping small and medium businesses grow.
Many of Paul's clients have worked with him for years. That trust comes from knowing their business, being available when they need him, and giving advice they can rely on.
At NexStep, you work directly with Paul and a dedicated manager, and our team helps take care of the admin.
We go beyond tax returns and compliance. We help with cash flow, ATO debt, tax planning, bookkeeping, Virtual CFO services and business mentoring, using our 5-step process to give you a clear plan and keep you on track.
Through our sister business, NexStep Wealth, we also offer financial planning, including investment, retirement and SMSF planning, so your business and personal finances work together.
Visit us at Stand B414 to:
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Meet Paul and the team to talk through your business goals for the year ahead
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Find out whether you're planning your tax or just lodging it
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Learn how financial planning can support your personal and business goals
Address
901/111 Phillip StParramatta, NSW
2150
Australia
Contact Exhibitor
Products
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Tax returns and year-round tax planning for small businesses -
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Senior financial guidance for growing businesses, without the cost of a full-time CFO. -
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Accurate, up-to-date books so you always know where your business stands. -
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A clear plan and ongoing support to help you grow, using our proven 5-step process. -
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Investment, retirement and SMSF planning to build your personal wealth.
News
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A tax return looks back. Tax planning looks ahead. -
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At larger firms, staff often change. Each year you may deal with someone new and have to explain your business all over again. -
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Running a business should give you freedom. But for many owners, cash flow worries, ATO debt and long hours mean the business ends up running them. -
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More than 3 million Australians now use AI to help manage their money. -
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AI can answer almost anything in seconds. But when it comes to your money, a fast answer isn't always the right one. -
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Tax brackets, super caps, income thresholds and interest rates are updated regularly. -
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"It sounded so confident…" -
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For AI to give you good financial guidance, it would need your income, debts, assets, super balance and goals. -
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A good starting point for learning. A poor substitute for personal, licensed advice.
