680 George Street, Sydney NSW, Australia
We are a family-run firm of Chartered Accountants, Trusted Small Business Consultants, Taxation and Wealth Creation Advisors, and growth-minded outsourced Accountants and CFOs.
We live and breathe what we preach to our clients: living a family-centric life founded on freedom of choice, good health, commercially sound entrepreneurship, tax-efficient wealth creation, and perseverance.
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3 customer reviews
John M
The gents of this fine establishment were extremely responsive and proactive. Their attitude and professionalism have prompted me to retain their services ongoing into the future. HIGHLY RECOMMEND to any business owner doing it tough out here with COVID. More...
Paul K
Fantastic service, great conversations, and genuinely took the time to break down things I wasn't entirely familiar with so I understood not just what was happening but why, etc.
I highly recommend them to anyone from individuals to corporate businesses to SMSFs - without burning a hole in your wallet.
They are professional, efficient, genuinely cares about your affairs, and exceeded all of my expectations. Thanks.
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Matt Curry
Sorted my affairs efficiently and professionally. Will use them for many years to come.
What kind of accounting services do you provide?
We have an outstanding track record in dealing with a wide variety of Tax, Accounting, Business Consulting, and Wealth Creation demands.
More specifically, we provide the following services to small business owners, financially proactive families, and professional investors:
CFO Advisory Services
Taxation Services
Business Advisory Services
Wealth Creation Services
We have worked with individuals and businesses - from the smallest of startups to the largest corporations - and are equipped for any challenge that may come our way.
Why is it so important for businesses to hire a great accountant?
The business and regulatory environment in which business operate is ever changing. Having an independent sounding board to provide objective, financially-sound, and honest advice on a regular basis is so important. We liken it to a marriage of sorts - perhaps just as important in business as is your marriage personally.
Our clients appreciate the peace of mind we provide. They know their affairs are being looking after by professionals who are proactive in maintaining relationships and possess genuine concern about their financial and personal well-being.
Our services help clients:
1) Reduce their tax bill annually (pay their fair share and nothing more)
2) Save time and allow them to focus on the important things in life - family, health, community, business, and financial freedom.
3) Grow their business and family's wealth tax efficiently
4) Protect their wealth from creditors and litigation through proper structuring
5) Gain peace of mind knowing they remain compliant with the Tax Man.
What do you love most about your job?
Leaving a lasting impact in the lives of our valued clients.
Whether it is assisting with the growth of their business, advising clients on strategies to enhance their family wealth, or holding their hands navigating through difficult times, we are truly privileged being the mentor, confidante and independent "sounding-board" to so many of our clients.
Many clients through our services have grown and scaled their businesses and enhanced their family wealth.​
What inspired you to start your own business?
To live a family-centric life founded on freedom of choice, good health, commercially sound entrepreneurship, tax-efficient wealth creation, and perseverance.
We live and breathe what we preach to our clients!
Why should our clients choose you?
Affordable. Genuine. Efficient. Available to service your needs promptly.
Can you provide your services online or remotely? If so, please add details.
We provide services in-person either at our office or your location.
Our Firm is at the forefront of technology and we employ best-in-class technologies since our inception. Our staff are agile and mobile and have the option work in the office or work remotely from home.
What changes have you made to keep your customers safe from Covid-19?
In response to the global pandemic, our staff are all 100% agile, mobile and equipped with the latest technology to help service our client's requirements remotely and in-person safely.
CFO Advisory
Imagine having a the luxury of an experienced Commercial Chartered Accountants work closely with you and your business, managing and automating your businesses finances, and providing strategic insight and advice on growing your business.
At the core of this service, we help our clients save time and allow them to focus on the important things in life - family, health, community, business, and financial freedom.
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We are truly privileged being the mentor, confidante and independent "sounding-board" to many resoundingly successful business owners, who through our services have grown and scaled their businesses and enhanced their family wealth.
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Services:
- Bookkeeping
- Monthly Management Reporting
- Budgeting and Rolling Forecasting
- Business Planning, Projections and Analytics
- Cash flow management and advice
- Automating your business finances and processes
- Business Mentoring and Advice
- Business Purchase and Sales including Due Diligence
- Accounting Software Set up and Training
- App Advisory Services
- Annual Financial Reporting
Taxation and Wealth Creation
Let us manage all your business, investment and personal taxation affairs.
Our services help our clients:
1) Reduce their tax bill annually (pay their fair share and nothing more)
2) Grow their business and family's wealth tax efficiently
3) Protect their wealth from creditors and litigation through proper structuring; and
4) Gain peace of mind knowing they remain compliant with the Tax Man.
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Services:
-Company, Trust, SMSF, Partnership, Sole Trader and Individual Tax Returns
- Tax Efficient Wealth Creation
- Family Offices and High Net Worth Families
- Retirement Planning
- Tax Planning and Structuring Advice (Company, Trusts, Partnerships, SMSF, International, Investments, Property)
- Payroll Tax Preparations and Advise
- Inbound and Outbound International Tax Management.
- Company, Trust, Partnership, and Business Name Establishment
- ABN, TFN, GST, PAYG Applications
Business Advisory Services
If you want to reach new markets, develop new products or fine-tune your operations, our Business Advisory Team can help you start, grow and exit a business on your terms and in your time.
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Whether you’re starting a small business or preparing for an IPO, our advisers can help you:
i) scope the potential
ii) understand your capital requirements
iii) help you meet your reporting and financial obligations
iv) model a number of scenarios and plan for different outcomes; or
v) simply help you with the paperwork and accounting while you get started.
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We’ll advise you on the best structure - trust, private or public, onshore, offshore, centralised or distributed. We can structure and plan for all the phases, through startup, growth and maturity, ensuring you maximise your return.
We’re not here to just develop the business plan, but to be at your side to make it happen, adapt it when needed and keep you informed you at every critical juncture.
Even more importantly, our advisers are connected to a vast amount of intelligence on local, national and global industry trends that we happily share.