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Home > Resources

Resources

We also provide templates that can be tailored to your needs. A professionally formatted document template for any business activity that your business requires. Also, below are some samples templates that we also offer:
Templates
  • Manuals for training
  • Business plan
  • Business process document
  • Discount payback financial model
  • Position documents
  • Scenario analysis
  • Forecasting & planning financial models
Training Material
  • MS Excel
  • MS Access
  • MYOB
  • QuickBooks
  • Xero
OR
Call us today to discuss a more tailored document that suits your business requirements.

Frequently Asked Questions

What are the general requirements to get ready for my taxes?
You will need the following: (i) Tax File Number (ii) Payment Summary (iii) Interest bank statements (iv) Any other income and details/receipts of your deductions please. Refer to our Interview checklist via our website for more detailed description of what you should bring.
Am I entitled to claim $300 for work related expenses since this does not have to be substantiated?
You cannot just claim $300. You must incur any expense before it is claimable. Whilst you may not need receipts for expenditure up to $300 you must have spent the money and it must be relevant to your employment.
Do you offer bookkeeping services?
Yes, we do. We work with small businesses tailoring a solution in understanding their business requirements. All work is performed by a qualified team using concise checklists and supervised working under a qualified accountant. We implement efficient ongoing bookkeeping solutions to help keep you on track. We can help you manage your cash flow so you have funds when you need them. We can help you with your budgeting process and forecast income and expenditure do regularly check to see if your business is operating as planned.

Our Customer Stories

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Contact
1 Chandler Street,Parkdale VIC 3195
info@daltonfinancialgroup.com.auwww.daltonfinancialgroup.com.au
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