We are a small to medium sized accounting firm with offices situated in Southbank and Geelong. While we offer the usual tax and accounting services you would expect, we believe business owners want more than just compliance from their accountant. We offer you strategies to help you grow your revenue, your profit and your business value. Given clients also want to grow their wealth we also offer financial planning services.
Our expertise in specific industries including the building and plumbing trades has contributed to our growth as has our focus on niche services including advice on the establishment and operation of self managed superannuation funds. We have also earnt a reputation as a business start up specialist.
We continue to adapt to our clients needs and being in the financial services sector, referrals are the life blood of our business. We strive to earn your trust and ongoing referrals by delivering strategies and solutions that are both cost and tax effective. We guarantee you personal service with a pro-active approach and pride ourselves on our accessibility. Our client brief includes helping you reduce the cost of compliance so we train you to use the right accounting software that matches your business needs with your accounting skills.
Over time we have developed expertise in specific industries including builders, plumbers and related trades, investors, medical practitioners and online businesses. Our dedicated team of accountants are committed to ongoing professional development so you enjoy access to the best technical tax and accounting advice available and no job is too big or too small for the team. We adopt a hands on approach with our clients including visiting your business premises whenever possible.
Our core values include integrity, confidentiality and value so if you’re looking for a lot more than just basic accounting and tax compliance services from your accountant contact us today. 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