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Roscoe & Company Pty Ltd

Multiple locations

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About

Hello my name is Deborah Roscoe and I am the owner of Roscoe & Company Pty Ltd.

We provide trusted, comprehensive advice to our clients. Our purpose is to give you peace of mind and help you to achieve your goals.

I have been in the profession since 1993 and established my business in 2005.

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8 hires on Bark

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Q&As

Bookkeeping and accounting on a monthly or quarterly basis, end of year financial reporting and quarterly business activity statement and GST work. We also provide tax return preparation and tax planning advice to help our clients stay up to date and legitimately minimise the tax our clients have to pay.

It is important to have a great accountant and financial adviser on your side to provide advice and guidance on meeting compliance requirements, help you save on tax and ensure you are structured properly for asset protection and tax minimisation purposes.

Making a positive difference to my clients financial lives through our proactive advice and services and working with them to achieve their goals.

To be a true holistic adviser to our clients, to help them reach their financial or business goals, rather than just focus on tax and compliance work such as annual tax returns, business activity statements, etc. Really using the knowledge I have gained over 25 years in the accounting and advisory profession, to provide tailored advice that has a positive impact on our clients position.

We are a proactive, friendly and professional business and aim to exceed our clients expectations. We are our clients true trusted adviser and provide proactive feedback and our opinion on the best way forward. You can rely on us to ensure your financial matters are on track and give you peace of mind. You deal directly with the Director/Owner of the business together with senior accounting and advisory staff.

Yes we are a fully cloud based practice while offering face to face business locations in Crows Nest, Hornsby and Newcastle.

Meeting rooms are larger than the required minimum to keep clients separated and provide disinfectant hand sanitiser. We also provide online meetings via Zoom for clients.

Services

We provide regular compliance services including the timely completion of all entity type financial accounts, tax returns and other compliance requirements.

- Tax planning & structuring advice
- Asset protection guidance
- Financial & business goals and budgeting
- Income tax, land tax, stamp duty, GST, fringe benefits tax, and payroll tax assistance
- Financial reports, income tax returns, BAS lodgments & ASIC compliance
- Bookkeeping & software implementation guidance

We provide whole of tax analysis and family group tax minimisation through proactive tax planning and strategies designed for you, your business and family needs.

We can help you set your goals, stay on track and keep you accountable, monitor progress and keep strategic focus, with implementation and follow up guidance along the way, to help you achieve your goals.

The solutions we provide include:
- Wealth accumulation & cash flow management​
- Financial & investment planning & analysis
- Risk management strategies
- Superannuation & self managed superfund advice
- Retirement & estate planning guidance

Our solutions include:
- Before and after tax cash flow analysis for a property or portfolio
- Advice on the ownership structures to achieve your goals, maximise cash flow & minimise tax
- Risk management advice
- Capital gains tax minimisation & planning
- Property development advice and guidance

We can help you have less stress and worry about your finances and get you ahead financially by working with you with our tailored financial coaching and money management solutions. We get to understand your personal finances and unique needs and help you keep you on track and accountable to achieving your goals and improve your financial position.