“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.”

“Computers and accounting I have never been fond of. In the past I used Excel spreadsheets to keep track of income and expenses, word to prepare my invoices and MYOB to manage my payroll. McHenry Partners demonstrated the benefits of Xero and convinced me to transfer to Xero and the only regret is that I didn’t do this sooner. Now my accountant can log into the file and assist with any of my queries. My payroll and superannuation are also simplified with Xero. McHenry Partners have helped guide me with my personal investments and to get better finance arrangements.”

www.allwrightplastering.com.au

“We had only been in business for 18 months and growing at a quick rate but felt we needed a mentor or coach to provide more guidance to address the ‘growing pains’ we were experiencing. Our existing accountant had prioritized a compliance focus. By moving across to McHenry Partners they were able to point out improvements to our credit policies, train us on a better financial management system and guide us on the working capital we required to support our growing business. Also introducing us to their associates to help us in areas of expertise, such as asset finance.

I am feeling more in control now and confident we can sustain our growth to achieve even better financial returns.”

www.surfcoastcabinets.com.au

I first met with Will from Vostro Private Wealth to consolidate our personnel insurance. Will was very helpful, understood our position & organised to oversee our policies. Shortly after I needed to make a claim and through Will and Kylie the process was made easy and our claim processed promptly.

Will is now providing financial planning for our Self Managed Super Fund. He has implemented a plan we are comfortable with and look forward to working with him in the future to assist our transition into retirement.

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

“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