Improving People’s
Financial Lives

“McHenry Partners have been supporting our building and development business for many years and find them to provide a brilliant service. I’m one to focus on the building operation of the business and prefer not to be dealing with the financial management side of the business. McHenry Partners support us with bookkeeping, accounting and tax services for a fixed monthly fee which works really well. It allows me to focus on what I’m passionate about.”

I have medical practices in Geelong and Ballarat.Before moving to McHenry Partners my prior accountant was charging me large compliance fees and lodgments were being made late.

My bookkeeper, accounting software and the accounting firm just wasn’t working well enough and I felt like I was being left in the dark.

Making the move to McHenry Partners resulted in positive changes:

• A cloud-based accounting system was adopted.
• A better bookkeeping solution was offered at a more cost-effective rate.
• Communication of financial results and tax position is excellent.

I am now well informed and compliance lodgments are on time.

This has made my life less stressful knowing things are well under control.

McHenry Partners are always available to quickly respond to my queries and it has been a pleasure to work with them.

www.medicaid.com.au/medicaid-Geelong

“While we felt we had great educational products and services, we were struggling to effectively market these to increase sales and our business seemed to be ‘treading water’. McHenry Partners really helped us to focus on the key profitable services and clarified the target market to promote these services. We contracted the right sales people with incentives for them to perform well. As a result our sales have doubled in each of the last two years without increasing administration staff. Our quarterly consulting meetings with McHenry Partners involving discussing our recent financial performance but more importantly guides us on what actions we need to do to improve the business over the following three months. Our business has come a long way in a short period of time.”

www.enhanceyourfuture.com.au

“We have been utilising McHenry Partners services for 15 years. They encourage us with initiatives that we could benefit from, promptly respond to our requests and always try to minimize our taxes in appropriate ways. McHenry Partners have been a great sounding board for any business or investment matters we would like to discuss. Their client social events are pretty good fun! We would highly recommend their services.”

“Making the decision to start my own business meant I needed to seek professional business advice. McHenry Partners were able to advise me on the right entity to use, guide me on compliance matters I needed to navigate, set us up on Xero and provide training on the software (which we have found to be a breeze to use) and answer all our questions.

It certainly helps getting our business off on the right foot with no unwanted surprises to occur.”

www.stintonadvisory.com.au

“I was always busy in my business but my profitability was not a reflection of my time, effort and investment return.  After a business planning session with McHenry Partners, it was evident my systems were inefficient, our team members not productive enough and my time was being bogged down in less important areas of the business.

Over the last two years I committed to monthly consulting meetings with McHenry Partners. These meetings would identify the priorities of actions to work on my business to improve it. As a result, we have made significant improvements with better structures, systems and communication in our organisation and the team culture is now fantastic. I don’t have to worry about business cashflow anymore which gives me great peace of mind.

We now only have quarterly meetings instead of monthly, which keeps my General Manager and myself accountable to continue to improve the business. I would highly recommend McHenry Partners services.”

www.allgeneralsurveying.com