“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 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

“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

“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

“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

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.