FOOD, WINE & HOSPITALITY Business solutions that

focus on you

You weren’t born with an instruction manual.Yet, every crucial decision you take along this roller coaster ride has the power to change the course of your life.It’s not just the major path you choose in your profession, principles, passions and pastimes.It’s people, too.Fortunately, with the right relationships, you don’t have to walk that journey alone. Nor make your most courageous decisions without the strength, foresight and knowledge of a trusted adviser beside you.

LIFE IS A JOURNEY WITH A THOUSAND CROSSROADS AND NO MAP.

Food, Wine & Hospitality

LET US DEVELOP SOLUTIONS, SO YOU CAN GROW YOUR BUSINESS.

+Hood Sweeney Accounting & Business Advisory is licenced to provide class of product advice on the following classes of financial products and services:

■ Outsourced bookkeeping including ▪ Bank reconciliation ▪ Invoicing and debtors ▪ Purchases and payments ▪ Payroll and superannutation

■ Financial reporting ■ Management reporting ■ Taxation advice and business structuring ■ Taxation compliance and reporting ■ Key performance and indicators/dashboard reporting ■ Budgeting, cash-flow, forecasting and financial modelling ■ Merger, acquisition and divestment support ■ Strategic business planning and performance coaching

* Hood Sweeney Securities is our Financial Planning arm, specialising in optimising the total financial position of professionals and self-funded retirees, including: ■ creating a financial strategy for your life’s journey ■ advising you on how to accumulate wealth ■ managing your investment portfolio ■ advising trustees of self-managed superannuation funds ■ planning for retirement ■ protecting you and your family.

* Hood Sweeney Securities Pty Ltd AFSL No. 220897 ABN 40 081 455 165

# Hood Sweeney’s Finance team is dedicated to extracting the maximum benefit from your financing facilities.

Our services include: ■ personal and commercial lending

■ bank financing reviews and negotiation with lenders.

+ Hood Sweeney Accounting & Business Advisory AFSL No. 485569 ABN 30 007 696 595

# Hood Sweeney Finance Pty Ltd ACL No. 391396 ABN 12 113 454 014

Join the journey with Hood Sweeney.Since 1976, Hood Sweeney has shared life’s journey with every one of our clients.By getting to know them as people, we understand their needs, their hopes, their fears and their dreams.With each year that passes, we find new ways to make those dreams a reality by adding new resources, intelligence and staying on the crest of our industry’s innovation.That’s why, today, we have over 100 staff in three offices serving over 3,000 clients throughout South Australia, including small-to medium-sized private businesses, agribusiness enterprises, health providers, not-for-profits and individuals, with services that encompass:

■ Accounting & Business Advisory+

■ Consulting and Performance Coaching

■ Financial Planning*

■ Technology Services

■ Finance#

We know our success is merely a reflection of what we’ve helped our clients build for themselves.No matter when you join us on your journey, it’s the first step towards peace of mind and prosperity.

Food, Wine and Hospitality are unique sectors and require unique solutions.The Hood Sweeney Accounting & Business Advisory team is a leading provider of professional services to the Food, Wine and Hospitality industries that are significant to the South Australian economy.Our team is dedicated to providing you with solutions and strategies that will change the way you conduct business.We have assisted numerous pubs, clubs, restaurants, food producers and wineries across South Australia. We will be with you every step of the way: from consultation and strategy, to technical delivery and implementation, to on-going management, support and continuous improvement.We implement integrated applications that help your business save time and money by streamlining all processes.The team is committed to finding the best solutions for your industry and have unparalleled experience in what works best for you.

Let us take you to the Cloud to make your working life simpler.Our extensive experience in the Food, Wine and Hospitality industry means that we have developed solutions tailored to you.We utilise Cloud based technology with the most appropriate applications to save you time and money performing administration tasks.Our business solutions will handle everything from Point of Sale (POS) to employee schedules and timesheets.Your data might be in the Cloud but our solutions keep your feet on the ground.

Xero.First and foremost, it’s easy to use, smart, flexible and secure.It comfortably becomes an integral part of your business, relieving your team of the tedious tasks and giving you the tools to grow.And, crucially, its smart reporting software provides a 24/7 real-time window to your financial position. Meaning your entire financial affairs are accessible at the click of a button, in the office or at the coffee shop.Whatever keeps you busy, Xero can make your business life easier.Xero is on-line accounting software that connects you with your numbers, your business and us at the Hood Sweeney Accounting & Business Advisory team.

Collaborate in the cloud.Bringing more heads to your books is easy with Xero.Just give us access and we’ll log in, look at your numbers and give advice.It’s perfect for spotting opportunities and nipping problems in the bud, swiftly and easily.

Mobile access.You can now access your accounts, check your balances, upload receipts and invoice customers from your smartphone or tablet with Xero’s iPhone or Android app, while you’re on the road or having a quiet coffee.

Reconcile from anywhere.Xero receives your bank statements automatically via a secure connection, making it easy to reconcile and gain a complete and up-to-date snapshot of your business before you’ve left the breakfast table.And if something doesn’t look right, you can leave a comment so we can log in and give you a quick health check.

Painless payroll.Xero is an accounting and payroll solution all rolled into one, making manual entry a thing of the past. Super payments and tax updates are automatic, plus a special portal gives employees a complete snapshot of their payroll and leave.

Invoicing helps you get paid faster.With Xero, you can log in and send an invoice the minute a job is done.You’ll then be notified when your customer opens the invoice, and they have the option of paying you on-line right away.

Point of Sale (POS).Cloud based POS platforms are the way of the future. These apps can be easily managed from multiple devices and come with a range of benefits that save you time and money.Despite many aspects of the industries remaining unchanged, such as customer centred service, POS systems and the way customers interact are always progressing. The Hood Sweeney Accounting & Business Advisory team will set up an integrated POS system that provides you with advanced technology to make running your business easier and give you real time data to make better decisions.We will tailor a POS system to drive your business and ensure everything is running smoothly, for the convenience of your customers and your staff.

WE UTILISE CLOUD BASED TECHNOLOGY WITH THE MOST APPROPRIATE APPLICATIONS.

Food, Wine & Hospitality

KountaThe Hood Sweeney Accounting & Business Advisory team utilises Kounta a cloud based ‘platform’ of sale that is easy to use, yet powerful enough to run any store. It can be used securely in both online and offline modes on smartphones, tablets, laptops and even some traditional POS equipment already available. Kounta manages all aspects of your POS:

■ Sell – simple attractive layout designed specifically for the hospitality industry

■ Manage – manage your inventory, customers, report and staff

■ Extend – speaks to Xero, Deputy and many other add-on programs

BEFORE AFTER

Traditional Systems Integrated cloud systems

■ Requires industry specific, compatible hardware and software to be installed

■ Can be accessed via any modern web browser on most devices

■ Works on one computer at a time ■ Files are stored offsite and multiple users can access it in real time

■ Needs to be transferred from one place to another (eg: email or usb) for others to use it

■ No files need to be transferred because all users have access at all times

■ Requires software updates and usually these are additional costs

■ All software updates are included and done behind the scenes

■ High upfront costs and annual licence renewals ■ Lower fixed month cost

■ All about data entry ■ All about data flow

Why? ■ Manage your business from anywhere at anytime

■ Take control of your business with real-time data

■ Single and effective solution to many tasks

■ Easy to learn and teach

■ More time to focus on your business

■ Collaborate with the Hood Sweeney Accounting & Business Advisory team advisors in real time

■ No installation software, IT maintenance or upgrades

■ Your business’s financial information is in the hands of experts

■ Enjoy greater value from the Hood Sweeney Accounting & Business Advisory team Services

Why the Hood Sweeney Accounting & Business Advisory team?The Hood Sweeney Accounting & Business Advisory team has a dedicated team of professionals who have experience in dealing with the issues that are unique to your industry. We have offices in the Adelaide CBD, Whyalla and Kadina with a staff of more than 100.The Hood Sweeney Accounting & Business Advisory team is a long standing provider of financial services to the food, wine and hospitality industries with a combined 30 years’ experience across the team.As a professional services firm the Hood Sweeney Accounting & Business Advisory team has a solution for any problem your organisation may face.

Kounta – POS ■ Sell – simple attractive layout

designed specifically for the hospitality industry

■ Manage – manage your inventory, customers, report and staff

■ Extend – speaks to Xero, Deputy and many other add-on programs

CBA Albert – payment system ■ Portable payments and POS

on the spot

■ Manage split payments, add tips and email receipts

■ Build loyalty

■ Integrates seamlessly with Kounta and Xero

Deputy – employee system ■ Full costed employee schedules

■ Mobile access to time clock and timesheets

■ Workplace communications

■ Tasking and performance

Xero ■ Mobile access to accounts,

balances, receipts and invoices

■ Reconcile from anywhere

■ Payroll and Superstream solution

■ Invoicing in real time

■ Integration with many cloud based business applications

End to end solutions

Supported by the Tanunda community, Tanya and Sid King took over 1918 Bistro & Grill after a 7-year stint in Dubai.Tanya and Sid blended cultural influences with the old and new to put their own stamp on the much-loved 1918.Focusing on local produce they began a gradual takeover of the restaurant whilst maintaining its essence. The Hood Sweeney Accounting & Business Advisory team worked with the King family to manage their takeover on the ground in Adelaide whilst they made their journey from Dubai to the Barossa.

From that first phone call to Hood Sweeney, on the recommendation of my brother, the Hood Sweeney team have helped us realise our dream...they have been an integral part of our journey and we can’t thank them all enough.

A REAL LIFE JOURNEY: The journey from Dubai to business ownership.

A Client’s JourneyFood, Wine & Hospitality

FOOD, WINE & HOSPITALITY Business solutions that

focus on you

Now, this is where your journey starts.To join the journey with Hood Sweeney, or to find out more about what we can do for you, please contact us.

ADELAIDE 11–16 South Terrace Adelaide SA 5000 PO Box 10516 Adelaide BC SA 5000 T 1300 764 200 (Australia-wide) T +61 8 8203 8400 (international) F (08) 8232 1968 info@hoodsweeney.com.au www.hoodsweeney.com.au

WHYALLA Suite 13, Level 1 City Plaza Building 15–15a Darling Terrace Whyalla SA 5600 T 1300 764 200 F (08) 8645 1059

KADINA 6a Graves Street Kadina SA 5554Office hours are determined by pre-arranged appointment.T 1300 764 200 F (08) 8232 1968

Hood Sweeney 2017©. The views expressed in this brochure should not be treated as any form of financial or taxation advice. Specific financial or taxation advice should be sought in relation to any matters referred to, and no responsibility is taken for any errors or omissions contained herein.