Profit & Tax Health Check
The Profit & Tax Health Check
In three minutes, see exactly where your business is leaking tax, cash and wealth – and what to do about it.
Most business owners are overpaying – and never find out
You are not losing money because you work too little. You are losing it in the gaps: an out-of-date structure, tax that only gets dealt with after year end, no forward view of cash, and an accountant who files what already happened instead of advising before decisions get made. The Profit & Tax Health Check is the same diagnostic Mina uses to size up a $500k+ business fast – twelve honest questions across the six areas that decide how much tax you pay and how much wealth the business actually builds.
What the scorecard checks
Business structure & asset protection
Is your structure still right for where the business is now, and are your assets actually protected if something goes wrong?
Proactive tax planning
Are you planning tax before year end while you can still act, or finding out the bill once the year has closed?
Cashflow & forecasting
Could you say how much cash the business will have in 90 days, and do you use a forecast to make decisions?
Management reporting
Are you reading real numbers through the year, or only seeing the picture once at tax time?
Super & wealth beyond the business
Is wealth being built and protected outside the business, or is it all tied up in the company?
Your current accountant
Are they an advisor in the room before big decisions, or someone who files what already happened?
How it works
Download it
Enter your details and we send the fillable scorecard straight to your inbox.
Score yourself
Twelve quick questions, about three minutes. Add up your points and find your band.
Turn it into a plan
See where you scored lowest, then book a consultation to get the specific moves for your numbers.
Send me the scorecard
Enter your details and we will email the Profit & Tax Health Check to your inbox. No pressure, no spam – just the diagnostic and, if you want it, a way to talk it through.
Would rather just talk it through?
If you would prefer to skip the scorecard and go straight to your numbers, book a consultation. We walk through where your business is exposed and what the highest-value moves are – specific to your structure, not generic advice.
Book a ConsultationMina Baselyous is the founder of Pinnacle Accounting & Advisory and a Chartered Tax Advisor (CTA), Certified Practising Accountant (CPA) and Registered Tax Agent. He works with established Melbourne and Australian business owners on proactive tax planning, business structuring, asset protection and Virtual CFO advisory. Read more about Mina →
This scorecard is general information only and does not take your personal circumstances into account. It is not financial, tax or legal advice. Pinnacle Accounting & Advisory – Lyndhurst VIC 3975. Liability limited by a scheme approved under Professional Standards Legislation.