Accountants Belmont

We are a medium sized accounting firm based in Geelong that borders Geelong West, Belmont and Waurn Ponds.

Our mission is to help you build your business and grow your personal wealth by delivering tax effective advice and helping you implement the startegies. We recognise the fact that business owners want more than just compliance from their accountant, they want to grow their revenue, profit and business value. Experience tells us that clients also want help to build their personal wealth using tax effective strategies like negative gearing and SMSF’s.

Our core values include integrity and confidentiality and we are committed to service excellence. Our team of dedicated accountants undergo continuous professional development so you enjoy access to the best technical tax and accounting advice available. No job is too big or too small and we adopt a hands on approach with our clients including visiting your business whenever possible. We train you to use the right accounting software to minimise compliance costs and guarantee you personal service with a pro-active approach.

We service a significant number of interstate and country clients and our focus on niche services including the establishment of self managed superannuation funds has contributed to our growth. Our expertise in the area of starting a business has earnt us a specialist reputation and over time we have also developed expertise in certain industries including the building trades, the medical profession, franchies, retailers, hospitality and online businesses.

Services We Offer

  • Business start-up
  • Business Planning
  • Management reporting
  • Budget & Cashflow forecasting
  • Establishing Key Permorance Indicators KPI's
  • Business Improvement Strategies
  • Accounting system advice & support
  • Business Coaching & mentoring
  • Business Structure Advice
  • Social Media & Marketing workshops
  • Buying & Selling business advice
  • Business Succession Planning

Be Our Client

Client referrals are important to us and we strive to earn your trust and ongoing referrals by delivering practical strategies and financial solutions that are both tax and cost effective. We pride ourselves on our accessibility and caring approach which includes returning your calls and emails as soon as practically possible.

Our marketing services also distinguish us from the pack. We provide our clients with advice and assistance with key issues including branding, your website’s features, functionality and content plus search engine optimisation. We also offer you help with digital publishing including your corporate brochure and newsletter plus we can help you harness the power of social media to win more business.

If you’re looking for a lot more than just basic accounting and tax compliance services from your accountant, call one of our professional and passionate team members today on 1300 789 844. We are ‘business and profit builders’ who enjoy working with ambitious business owners looking to accelerate their business success.

We invite you to book a FREE, no obligation, one hour introductory consultation to discuss your business needs. You’ll get practical business, tax, marketing and financial advice that could have a significant impact on your future business profits. To book a time, call us today on 1300 789 844 or complete your details in the box at the top of this page.

Client Testimonials

“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

Richard Hockley

All General Surveying

“McHenry Partners have been our Accountants for many years and we have always found them to be professional and very supportive. When I retired from the business they were able to assist with the sale of my shares to the remaining partner and my transition from the business. Their Financial Planning services were able to set up my Self Managed Super Fund and help me manage my investments which I am very happy with. I have even appointed Steve McHenry as my back up Power of Attorney given the trust and confidence I have.”

Craig Harrison

“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

Andrew Palmer

Surfcoast Cabinets

“We have had a strong business relationship with McHenry Partners for 20 years now! We continue to find their accounting, taxation, business consulting and financial services to be very professional and have been a great support for us during our business journey.”

www.prestigejayco.com.au

John Spence

Prestige Caravans 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

Donna Bowman

Enhance Your Future

“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

 

 

Ben Mitchell

Stinton Advisory

Supporting Businesses & Individuals Across Greater Geelong

We work with clients throughout Geelong and surrounding suburbs, including:

  • Geelong
  • Newtown
  • Belmont
  • Highton
  • Waurn Ponds
  • Grovedale
  • Armstrong Creek
  • Charlemont
  • Torquay
  • Jan Juc
  • Ocean Grove
  • Barwon Heads
  • Leopold
  • Drysdale
  • Clifton Springs
  • St Leonards
  • Lara
  • Corio
  • Norlane
  • Bannockburn

Make a Change…
Get in touch

Not getting what you need from your current accountant? McHenry Partners are here to change things for the better.

Our initial free consultation will identify whether you're comfortable with our personality, style, service & value that is to be provided so you can make an informed decision to engage us.

We will provide an ethical letter to your Accounting firm advising we are managing your financial compliance obligations from here and request any information that we may need.

We will agree with you on the services you require from us over the next 12 months and agree on a fee amount and payment terms that are suitable to both parties

Book your free 30
minute consultation

Phone on 1300 789 844
or complete the form below

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