“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

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 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

“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

“We have been utilising McHenry Partners services for 15 years. They encourage us with initiatives that we could benefit from, promptly respond to our requests and always try to minimize our taxes in appropriate ways. McHenry Partners have been a great sounding board for any business or investment matters we would like to discuss. Their client social events are pretty good fun! We would highly recommend their services.”

“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