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We are a small firm with Clients as our focus. We are not trying to be big, or top this or that. It is not about us. Our firm's success is based on our clients.

We work with our clients to provide advice and services tailored to their needs.

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Bookkeeping, including data entry, allocation of receipts and payments, bank reconciliations
Management Accounts prepared monthly or quarterly
Preparation and lodgement of BAS
Payroll administration and lodgement of payroll details to ATO by Single Touch Payroll (STP)
Superannuation Clearing House - preparation and lodgement of superannuation contributions details monthly or quarterly.
Financial Statements
Income Tax Returns
Income Tax, Capital Gains Tax, GST Advice

A great accountant is one who is truly interested in you and your business. Whilst the numbers are important, it is understanding profit/loss, cashflow, what drives and affects businesses and decisions that can really make a difference.

A great accountant works with you during the year and not only trying to 'fix' things after year end.

However, to make a great accountant even better, you need to communicate. We are very clever, but we can not read minds!. What is important to one client may be of no interest to another. So we need to have an open communication during the year. Yes, structured and regular meetings work, but we need you to put in that call or send that email when something comes up, a great idea or something that is bothering you. We generally work on a set fee for our services with calls and emails included in that fee. This is to encourage our Clients to call during the year and not worry about a invoice for a 15 minute call!
However, if the matter is a new area of business or tax issue, and is outside the general scope of advice, we would invoice this separately.

Our Clients. We are very fortunate to have our Clients. They are wonderful to deal with. It is truly a pleasure to work with all of them.

To be able to work with Clients.
With the client as the focus and not the firm or its partners as the focus.

We are people people. We are interested in our clients and their businesses.
We tailor our services to the needs of our clients.
We do not dictate what our clients need in software used or style and timing of meetings etc.

We offer our services online and remotely.
We also meet with our clients personally as required.

We have been working remotely with our clients for over 10 years and hence have found Covid-19 and its restrictions a great endorsement for how we have operated with those clients needing remote access, such as via teleconferencing or video conferencing.

It has been interesting to watch some of the profession come into the 21st Century having to embrace these approaches, we have been working with for years.


Monthly reconciliation of bank accounts

Review of transactions during the month and update as required

Preparation of Monthly or Quarterly Management Accounts for Business owners to review and see emerging profits/(losses) to assist in tax planning for year end.

Preparation of Monthly or Quarterly Business Activity Statements

Lodgement of Monthly or Quarterly Business Activity Statements with the ATO.

Preparation of Monthly or Quarterly Management Accounts for Business owners to review and see emerging profits/(losses) to assist in tax planning for year end.

Management Accounting - preparation of monthly or quarterly management accounts for Business owners to review and discuss emerging profits/(losses) for year end tax planning.

Primary Production Accounting

Budgets, Forecasts and Cashflows

Financial Reporting - preparation of year end Financial Statements

Preparation of payroll on weekly, fortnightly or monthly basis.

Lodgement of Payroll via Single Touch Payroll ( STP) with the Australian Taxation Office (ATO)

Preparation of Superannuation Clearing House - superannuation contribution details monthly or quarterly

Income Tax Returns - Individuals, Partnerships, Trusts, Companies, Superannuation Funds.

BAS, IAS & Annual GST Returns

Registrations and Applications for Australian Business Numbers (ABN), GST, PAYG Withholding and Tax File Numbers.

Liasing with Australian Taxation Office as Tax Agent on Tax Matters.

Registered Tax Agent

Income Tax

Capital Gains Tax


Superannuation Fund and Member taxes

Acquisition and disposal of businesses, assets or business structures of companies and trusts.

Rental properties and negative gearing

Year end annual tax review and tax planning

Strategic and Financial Plans

Budgets, Forecasts and Cashflows

Assisting with Company incorporation and Trust establishment

Business Structure set up, ongoing operation and assistance with windup

Business Management & Governance

Succession planning

Business / Shares valuation reviews

Advisory Board member/participant.

Recognised Agent for the Australian Securities & Investment Commission (ASIC)

Annual Company Statements and Declarations of Solvency

Change of Officeholders and Shareholders

Allotment and Redemption of Shares

Other Corporate document lodgement

Administration - via ClassSuper (software)

Financial Reporting

Members Statements

Income Tax Returns

Taxation advice on investments, structure, members benefits and pensions

Providing Taxation Advice and Business details to lawyers to assist in the preparation of Wills, Power of Attorney and Guardianships.

Review of Wills and Estates and provision of Tax advice on tax efficient distributions.

New Tax & Accounting relationship for a party to Family Law proceedings (i.e. providing the person who has no real Accountant relationship with a new firm and one that understands the taxation implications of divorce/separation and can support through the process and be there for the long term)

Review of Property Settlements and advise on taxation implications or provide advice on other tax efficient methods of distributing the assets.