Professional Services

It takes one to know one. Nexia Edwards Marshall has been operating – and serving clients – in the professional services sector for decades, so we have loads of industry insight.

Accountancy firms, legal practices, marketing consultancies, engineers, architects … the services they provide might be different but many of the challenges and opportunities they face are similar.

How we can help you be great

Audit and Assurance

Our team of assurance experts can provide:

• financial statements audits
• solicitor trust account audits
• internal control reviews.

Business Consulting

Professional services firms need company structures that provides flexibility for both day-to-day operations and growth. You need to protect your important assets while you’re expanding your business.

Whether you’re a sole operator or have a 200-staff practice, we have the experience and expertise to guide you. 

Digital Strategy

It goes without saying that having an online presence is crucial in today’s competitive environment.

But you don’t have to invest time and resources in every platform. We’ll help you take a strategic approach, determine where you need to be and help you maximise your return on investment.

Financial Planning

Our financial planning experts can help your business in three key areas.

Income protection cover for key people – We’ll help you find the right policy and be there in the event of a claim.  

Group salary continuance plans – a small number of insurers offer group salary continuance plans – with generous automatic acceptance limits – for professional service firms that meet minimum staff requirements. This means no laborious paper work or health questionnaires, making it relatively simple to apply for cover.  

Financial planning and insurance for your business and staff – we’ll help put together a plan that suits your organisation. We’re happy to visit on an annual basis to give presentations on relevant financial planning topics and meet with staff looking for help with their own investment planning or personal insurance issues.

Nexia Edwards Marshall Financial Solutions Pty Ltd is an Authorised Representative of Lonsdale Financial Group Limited ABN 76 006 637 225 | AFSL 246934 | Lonsdale is part of the IOOF group

Forensic Accounting

Our forensic team are leaders in providing expert accounting and auditing opinions in matters involving the provision of professional services. 

Our valuation services are regularly sought, and valuing partnerships and minority interests has become a particular speciality. 

We’ve been engaged as expert accountants in commercial litigation involving breaches of duties of care and resulting damages calculations.

We often act as independent expert witnesses, giving oral testimony in major Australian courts.

Lending and Finance

Successful businesses make timely purchasing and investments decisions, but finding the time to be timely is often the biggest problem.

Nexia Edwards Marshall’s specialist lending team can work with you – or for you – to arrange finance for property and investments, commercial facilities, or equipment including motor vehicles.

We can broker a loan of up to 90 per cent of the value of a property, with interest-only repayments and no lender’s mortgage insurance.

Taxation

Particularly in larger professional services firms, the remuneration of principals needs particular attention.

We can step you through various structuring options that are tax-effective, appropriate, legal and compliant.