Servicing Belmont & Surrounding Geelong Regions

“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

“McHenry Partners have been supporting our business for nearly 10 years now.

In recent years we changed over to the Xero accounting system. The training we received was excellent and transition smooth and now the financial management side of the business takes less of our time and we know exactly what our financial position is at any point of time. Whenever we have a business matter to discuss, we always receive sound advice making us feel comfortable when important financial decisions need to be made.”

www.bennettelectricalac.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 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

“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

“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.”