Ian Harris
Jie Li
Maria Beattie
Brian Uphill
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About Us
B + I Lockwood Accountants Pty Ltd is a boutique business services firm focussing on small and medium sized enterprises.
We operate as a family of professionals committed to understanding the needs of our clients and responding to them in an effective and timely manner.
Our firm utilises an Open Business Model where we create and capture value for our clients by systematically collaborating with outside parties.
We try to make the best use of internal and external ideas and resources to solve the issues and problems facing our clients.
Our network of resources include:-
* Bookkeepers. * Business Coaches.
* Finance Brokers. * Insolvency Practitioner.
* Insurance Brokers. * Investment Advisors.
* Kinesiologist. * Lawyers.
* Life Counsellor. * Merchant Bankers.
* Migration Consultants. * Other Business Consultants.
* Patent Attorneys. * Risk Advisors.
* Social Media Consultants. * Specialist Tax Advisors.
* Stock Brokers. * Superannuation Consultants.
Services
At B + I Lockwood Accountants we provide practical solutions to business enterprises.
Our team has the experience, expertise and enthusiasm to provide quality professional services in relation to:-
COMPLIANCE
Accounts Preparation
Tax Planning & Advice
Tax Returns
FBT, CGT & GST
Superannuation
BAS & IAS
Company Returns
Corporate Secretarial
BAS Audit Protection
BUSINESS ADVISORY
Business Health Check
Cashflow Management
Management Reporting
Budget Preparation
Feasibility Studies
Business Benchmarking
Valuations & Appraisals
Business Financing Advice
Business Sales Analysis
Business Startups
Goal Setting
BUSINESS IMPROVEMENT
Strategic Planning
Business Plans
E-Services
HR Development (by Referral)
Strategic Marketing (by Referral)
Coaching (by Referral)
WEALTH CREATION
Financial Planning (by Referral)
Risk Management (by Referral)
Wealth Strategies (by Referral)
Salary Packaging (by Referral)
Financing (with a Broker)
Estate Planning (with Solicitors)
If you would like to consider using our services, please contact Ian Harris to arrange an initial OBLIGATION-FREE Meeting.
43 Things We May Be Able To Help You With Other Than Your Tax
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Resources
1. Facilitate a goal-setting exercise for you and your business to focus your energies.
2. Facilitate the preparation of a strategic plan.
3. Facilitate the preparation of a business plan.
4. Refer you to a business coach.
5. Assist you develop a social media strategy for your business
6. Assist you to fully review your business.
7. Facilitate a scenario planning exercise for your business.
8. Assist you to develop a new business model
9. Facilitate a review of your existing business model
10. Introduce you to people who may be able raise capital.
11. Assist you to identify the weak link in your business.
12. Assist you to identify the constraining resources in your business.
13. Assist you with your online business by joining our eCommerce Learning Group to learn
from other businesses in this space.
14. Refer you to a risk consultant who can comprehensively review your life insurances.
15. Assist you to set up structures for a new business venture
16. Advise and assist you to set up a new business venture.
17. Assist you to implement a high quality management regime for your existing or new
venture.
18. Facilitate the development of a social media policy for your business.
19. Help you to develop strategies to derive tax-free income in your retirement
20. Introduce you to people who can help you with your marketing.
21. Introduce you to a person who can review your finances.
22. Review your structure from an asset protection perspective
23. Review and develop your succession plan.
24. Assist with a review of your risk exposures.
25. Undertake a due diligence review on a proposed investment
26. Perform a Comprehensive Review of your affairs.
27. Undertake a SWOT analysis for you.
28. Review your estate plan and understand how your wills will work upon your death.
29. Perform an 80/20 analysis on your business to help you understand the key drivers .
30. Facilitate a family meeting to address business and planning issues.
31. Advise on how to finance inter-generational transfers.
32. Facilitate the development of a vision and a mission for your business.
33. Identify the margins on your product lines.
34. Facilitate a review of your retirement options.
35. Undertake a benchmark comparison with other similar businesses.
36. Research the comparative prices of businesses.
37. Undertake a search exercise to find a business for you.
38. Conduct a feasibility study on a new idea.
39. Perform an opportunity audit for your business.
40. Identify sources of government support for your business.
41. Place an advertisement for staff, scrutinize applications and prepare a short-list.
42. Undertake an analysis of your competitors in the market-place
43. Find and evaluate a book-keeper for your business.
Our Team
IAN HARRIS | (Director for the Future and Identifying Clients Needs)
Ian has over 30 years experience as a Chartered Accountant providing services to small and medium sized businesses. Ian is an unapologetic sticky-beak who wants to understand how people tick and what they want to achieve. He is an idealist with an interest in management, business start-ups, eCommerce and politics. Ian loves absorbing new business ideas and business models. He is also responsible for developing the open business model of our firm to address the growing needs of clients. Ian's other responsibility is to regularly execute a practical joke to maintain the morale of the troops.
BRIAN UPHILL | (Director of Production and Keeper of the Funds)
Brian loves processing. That is his life. (Until he discovers SMIRNOFF) With over 30 years experience in most facets of accounting practice he is a polished professional who can punch out work with a minimum of fuss. Brian also has responsibility for morning teas and Friday lunches. He is a closet caterer whose culinary creativity knows no boundaries.
JIE LI | (Director of Magic and Keeper of the Dream)
Jie is an experienced accountant who is the standard-bearer of our service philosophy. She has a deep interest in clients affairs and how to help them achieve their aspirations. Jie is curious. Jie is efficient. Jie is caring. She is the keeper-of-the dream because she makes sure that we give the best service possible to clients. Her subtle magic is woven gently into the fabric of our client relationships.
MARIA BEATTIE | (Director of Administration, mother-to-us-all and Director of Support to the other Directors)
Maria maintains our client database. She liaises with the ATO and our numerous service providers. She operates our company secretarial system. Maria looks after the mail, answers the phone, orders our stationery and is generally at our beck and call. She also brings us little Italian treats. Her other role, which she takes very seriously, is that of the keeper of the Tim Tams.
Contact Us
Tel. 03 9804 3657
Fax. 03 9822 0788
443 Auburn Road HAWTHORN VIC 3122
PO Box 1077 HAWTHORN VIC 3122
Find B + I Lockwood Accountants on Google Maps above.
Welcome to
B + I Lockwood Accountants Pty Ltd
b + i News
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443 Auburn Road
HAWTHORN VIC 3122
PO Box 1077
info_bila.com.au
03 9804 3657
Love.....Trust.....Integrity
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