Level 1
Check-up
Know where you stand
$62.50/ week inc. GST
- 1x 30-min virtual check-in per month
- Email support
- Accountability check-ins
- Annual tax-structure health check
Business advisory from a Chartered Accountant
Straight answersonstructure, tax and the sale.
I'm Tom Coogan. After 45 years in business accounting, including time as a Group CFO and a COO, I work with owners on restructures, valuations, succession and sales.
Let's talk it through
- Qualifications
- B.Bus FCA
- Experience
- 45 years
- Tax agent
- TPB 26205377
- Practising
- CAANZ 37+ yrs
- 45 yrsin business services accounting, in public practice
- 37+ yrsholding a CAANZ Practising Certificate
- FCAFellow Chartered Accountant, advising you directly
- CFOGroup CFO and company secretary experience
The difference
Your numbers, structure and exit, planned together
Most owners deal with an accountant, a lawyer and an agent separately. I work across all three, so the advice fits together.
Has sat in the CFO chair
As a Group CFO, Company Secretary and COO, I talk numbers with your accountant and strategy with your board.
One adviser for tax, structure and sale
A registered tax agent and registered real estate salesperson, so the sale, the structure and the tax are planned together.
Numbers that stand up
Forensic accounting experience, including family law assistance, means figures that hold up when someone else tests them.
Project-based, plain English
Defined engagements with a clear outcome. You know what is being done, why, and what it will cost.
Problems get expensive when nobody looks at the structure, the tax and the numbers together. I'd rather we looked early.
Tom Coogan, B.Bus FCALet's talk
How we work
Four steps from first call to a working plan
A simple path: talk, review, plan, then keep it moving.
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I.
The consult
A free conversation about your business and whether I'm the right fit. If I'm not, I'll say so.
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II.
The review
I go through your structure, tax position and numbers to see what needs attention.
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III.
The plan
You get a written plan in plain English, with priorities and the next actions.
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IV.
The sessions
Regular sessions, set by your package, keep the plan moving as things change.
The packages
Choose the level of support that fits
Five packages, each adding more time, more access and more of the work done together. All prices in AUD per week, inc. GST.
Level 2
Structure
Get the foundations right
$125/ week inc. GST
- 1x 1-hr virtual deep-dive per month
- Bi-weekly email check-ins
- Direct email access
- Entity & shareholder-agreement review
Recommended
Level 3
Strategy
A plan for the next 12 months
$250/ week inc. GST
- 2x 45-min virtual 1-on-1 per month
- Priority text & email support
- 12-month strategic plan
- Tax-planning roadmap
Level 4
Board
A fractional CFO on call
$500/ week inc. GST
- Weekly 1-on-1 strategy sessions
- Urgent phone access
- Fractional CFO: board-pack review
- Cash-flow forecasting
Level 5
Exit
Ready to sell or hand over
$750/ week inc. GST
- Weekly intensive sessions
- Priority on-call access
- Valuation, succession & sale readiness
- Estate & SMSF strategy
More time, more access, more done together
Limited availability
Let's talk through your business.
Tell me a little about where the business is at and we'll book a free consult. If I'm not the right fit, I'll tell you.
One adviser, a limited number of placesI take on a small number of engagements at a time. The first consult is free and carries no obligation.