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.
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.
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
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