KHT Accounting & Wealth

KHT Accounting & Wealth is an Australian accounting practice that combines business accounting with personal financial planning. Its stated idea is a plan that reaches beyond the business itself, so owners are organised now and prepared for life after the company.

The firm says it follows the same process it uses for clients in its own business and investing.

What KHT Accounting & Wealth offers

• Structure and tax strategy — advice on protecting assets and reducing tax through the right structure.
• Strategic planning — a one-page strategic plan for the business.
• Accounts and tax returns — annual accounts and returns to keep finances organised.
• Profit improvement — a 90-day action plan.
• Family tax and estate planning — planning for wealth beyond the business.
• Investment strategy and super — help building an investment portfolio.

Who it works with

Business owners and investors who want stronger profit, cashflow forecasts and a target valuation.

Key facts

• Based in: Australia
• Process: discovery session, roadmap, then following the plan