JAFFE LEE & ASSOCIATES

TOORAK’S TRUSTED CHARTERED ACCOUNTANTS

“Liability limited by a Scheme approved under Professional Standards Legislation”

About Jaffe Lee & Associates

EXPERIENCED PROFESSIONALS, PRACTICAL FINANCIAL
ADVISORY AND A DEDICATED TEAM

Jaffe Lee & Associates offer a wide range of value added accounting, tax and financial services for businesses and individuals. We pride
ourselves in being able to provide our clients with high quality, honest and reliable information. In doing so, clients are more likely to
understand the tax system and the overall process becomes more manageable.

Our business model aims to empower our clients to understand the importance of our role as their accountant.

We believe in setting high levels of communication and transparency thus enabling us to provide quality services and solutions that not only
match your needs, but more importantly your budget.

Reliable accounting & business advisory

MINIMISE TAX

Our tax planning experts make sure you don’t miss out on important deductions and credits. We do our best to protect your earnings and assets.

INCREASE PROFITS

We check that your business is as competitive, focused, and profitable as it can be, then offer flexible strategies, designed to address the issues affecting your business.

BUILD WEALTH

We can identify key performance indicators in your business, through which you will see positive changes occurring with the help of our professional consultants.

” I TRUST Jaffe Lee & Associates To Structure My Finances So We Can Protect My Personal Assets.”

Jaffe Lee Chartered Accountants

With a team of well-established chartered accountants, we can draw on more than 30 years of expertise.

David L. Jaffe

Director

AT JAFFE LEE & ASSOCIATES WE CAN HELP YOU BETTER BUDGET, MANAGEMENT CASH FLOW, STRUCTURE OWNERSHIP AND PROTECT YOUR WEALTH.

Million Dollar Idea

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                                                        <h3>Million Dollar Idea</h3>
                                                        <h6>The Million Dollar Business Idea</h6>
<p>Whilst mentoring at Victoria University School of Entrepreneurship during a four-day farming workshop, David Jaffe fleshed out an ample business opportunity among attendees. Certain that two farmers had the perfect solution for each other; he suggested that the convener run a separate session where farmers could discuss farm-related issues.<br />
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It turns out that one famer announced he was paying $200 to $300 per tonne for sugar cane as feed and thought it was expensive. Another farmer stood up and explained he was burning his sugar cane because no one was buying it!<br />
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The farmers seized the opportunity and wrote a $1 million dollar contract between them during that workshop.<br />
You see, at JafeeLee & Associates, we’re more than just financial advisors; we’re idea generators.</p>

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Make Numerical Sense

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                                                        <h3>Make Numerical Sense</h3>
                                                        <h6>Unlocking Financial Statements Is Key</h6>
<p>Making sense of financial statements is not just for the CFO, but can be also crucial to other areas of your company.<br />
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JafeeLee & Associated coached a human resource director of a top ASX 200 company in how to better comprehend financial statement.<br />
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Doing so enabled her to make sense of key performance indicators (KPI’s) she was referring to in her contracts at an operational level.<br />
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By getting to know your company and your needs, we can assist by providing detailed financial statement analysis where needed.</p>

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Connecting the Dots

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                                                        <h3>Connecting the Dots</h3>
                                                        <h6>The Link Between Operations and Finance</h6>
<p>Financial statements are influenced by management estimates and reflect real-time events. For comprehensive analysis, it’s important for us to understand the ins and outs of the company, including a bit of background on what you do, the products or services you offer and your industry.<br />
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Though we have helped many clients improve their business thanks to careful financial analysis, one client in particular tells us that “over [his] 15 years in business, no other accountant has been able to explain my business to me in such a way that connects the dots between the operational side of my business and the financial results.”<br />
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If you haven’t already asked us for a financial health check, what are you waiting for? Start connecting the dots today!</p>

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Resolution Expert

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                                                        <h3>Resolution Expert</h3>
                                                        <h6>Same Issue, Different Guises</h6>
<p>Many business clients stay with JafeeLee & Associates, because we’re able to solve everyday business problems.<br />
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We offer objective and data-driven advice—not just financial—but where other aspects of your business are concerned.<br />
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In 35 years as accountants and advisers, we’ve seen the same issues over and over again presenting themselves in various guises. So, we’re able to resolve not just tax, but other business-related problems for which you might need assistance.</p>

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Let Us Relieve you of the enormous burden of preparing annual and periodic management for tax, business appraisal and planning purposes.

Accounting & Advisory Services

Accounting

We can relieve you and your team
of the enormous burden of all your bookkeeping and accounting needs.

Business Advisory

We can identify key performance
indicators in your business, through
which you will see positive changes
occurring with the help of our
professional consultants.

Taxes

We can provide you with Urgent Tax
Planning, Annual Tax Planning or
Situation specific Tax Planning.

SMSF

Our team are superannuation
experts who can assist in
establishing a superannuation fund
that will effectively enable you to
reach your financial retirement
goals.

Virtual CFO

Our Virtual CFO service has been
designed to ensure you as the
business owner can keep your eyes
firmly on the horizon, while we
focus on the internal controls of
your business.

Wealth Creation

We take into account ‘the whole
picture’ and look for ways that we
can improve your financial
arrangements to help create,
protect and grow your wealth. This
applies to individuals as well as for
businesses.