We know how to get you there. We’ll tailor a solution that’s right for you.

Our process

1. Understand


Set up a meeting with us.

Book a time using our calendly link or give us a call to schedule a time that suits you. This time is an opportunity for you to get to know us and for you to let us know what you are looking for. We’ll need access to your accounting records prior to this meeting to ensure you get the most value from this meeting, so please be sure to send these through at least 48 hours before your scheduled time. Feel free to bring along a list of burning questions you have for us — this is your opportunity to interview us too!


Take the time to gain a deep understanding of your business and circumstances.

Our initial meeting is complimentary — it gives us an opportunity to meet you and ensure we can work well together. We will review your accounting records and outline our recommendations for you so that our future work will meet your expectations and help you reach your business and financial goals.

2. Guide & Inform


Let us know the direction you want to take your business or financial affairs.

Engage with us on a regular basis as a sounding board for important business decisions such as employing people, moving premises or bringing on a shareholder or business partner. Let us know the pain points in your business so that we can work to minimise or eliminate them altogether. Work with us on a regular basis to ensure all statutory lodgements are completed by us with a minimum of fuss to allow you to focus on your business and spend more time on the things that bring you enjoyment from life — family, friends or pastimes.


Apply innovative strategies to come up with a customised plan for you or your business.

One size does not fit all! That’s why we take the time to understand your goals and plans for the future. We then design our strategy and advice to meet your individual or business needs. Plans and goals usually change over time. This is why we regularly engage with you throughout the year to continue to ensure the initial strategy we set for you is still appropriate and make changes where necessary. We are not your typical “once a year” accountants — we are available all year round to guide you through the myriad of tax and accounting strategies required by you or your business.

3. Provide solutions


Work collaboratively with us to set financial or business goals for your future.

Your goal could be to minimise tax, maximise superannuation contributions, employ additional staff, double your business profit or minimise the risk of compliance issues. The possibilities are endless! Whatever your goals, it is important to seek professional advice to determine whether the goal is achievable and that a strategy is put in place to help you achieve the desired outcome. Regular review and assessment of the strategy is required. Collaborating with us through every aspect of business or financial goals will help you achieve the outcomes you want in the future.


Deliver professional accounting services that directly align with your business or financial goals.

We’ll prepare financial statements and tax returns in accordance with Australian Government regulatory and professional accounting body standards. All tax work is reviewed by our Manager or Principal before being finalised. This ensures that the work you receive from us is of the highest quality and in line with the best practice industry standards.

More about our key services

Accounting & Taxation

Ensuring that financial statements and tax returns are prepared correctly is not only required for compliance and legal reasons, but they are also useful tools to assist you grow your business and build your wealth.

Our services include:

  • Preparation and lodgement of Financial Statements, Tax Returns and Activity Statements
  • GST and Withholding Tax advice
  • Fringe Benefits Tax advice
  • Tax planning

Self-Managed Superannuation Funds

Having a self-managed Superannuation Fund (SMSF) is not for everyone. Great responsibility is placed upon the trustees of SMSFs and we are here to assist you to ensure trustee obligations are met.

Our SMSF administration and compliance services include:

  • Processing of transactions in our specialised SMSF software
  • Preparation of financial statements, annual SMSF return and members statements
  • Organising your yearly audit and liaising with your SMSF auditor
  • Processing of all administrative functions such as pension setups, rollovers and minutes*
  • SMSF establishment*

* Note that elements of these services require written financial advice from a registered financial adviser prior to our service delivery.


We do so much more than just tax returns. If you run a business, we will give you professional advice that you need to run it.

From deciding on the structure of your business, to regular review of your financial data and day to day business questions, we are not only your sounding board but also your trusted source of information that enables you to run your business more efficiently and effectively.

Our services include:

  • Periodic boardroom-style business reviews
  • Setup of companies and trusts
  • Review of business structure
  • Cashflow forecasting and reporting
  • Benchmarking for small business


Keeping accurate records and keeping your books up to date is crucial to running a profitable business.

Business decisions and the advice we provide is based on financial data that is extracted from your accounting system. This financial data is only as good as the quality of the bookkeeping that creates the data — if your bookkeeping is incomplete or inaccurate, the advice you receive and the decisions you make could be wrong.

Our services include:

  • Reconciliation of your accounting file in Xero or MYOB
  • Provision of training on best practice accounting using Hubdoc or Dext
  • Employee payroll processing
  • Ad-hoc bookkeeping services as and when required
  • Connect

4. Connect


Let us know when you or your business need the expertise of a professional.

From time to time you may need expert advice whether it be personally or in your business. You may be buying a new home or want a review of your insurances. You may have received an inheritance and not know what to do with it. We can assist you to connect with the right person for your specific situation.


Connect you with our range of trusted professionals.

We can’t be a jack of all trades. People that generally try to end up being a master of none. Over the past ten years we have developed strong relationships with many professionals in a variety of industries. We have used most of them ourselves and can attest to their quality and service.

We can help you achieve your business and financial goals

Let’s get talking about working together