Business Services

Accounting and Taxation

Whilst minimising tax for our business and personal clients is a focus, we want to ensure that it’s also tied into their objectives moving forward.

As an example if a client has finance needs in the near future then part of our tax planning strategy is to possibly pay more tax and show a stronger servicing position for finance approval.

Therefore our advice is tailored made to one’s personal and business life. It’s about knowing you, looking ahead and learning from the past.

Our accounting services are about keeping you compliant, working within the boundaries to get you to the optimal outcome.

We help you with:

  • Income tax returns
  • Preparation of annual and interim financial statements
  • Corporate affairs including all of changes and updates to ASIC.
  • Business set up and registration
  • Attending to statutory requirements (payroll tax and workers comp.)
  • Bookkeeping
  • Implementing appropriate structures


Starting a business generally starts with a passion in particular skill, services or product. What helps a business continue and succeed is the operational and planning parts of running a business. Its important to have a business plan, be aware of your numbers, have compliant and clear HR policies, pricing relating to your costs to serve to name a few.

An important element to your business is tax planning through the year, we want to be ahead of the game as much as possible. This will allow you to make informed decisions with what’s ahead of you. Attention and accountability through the year is so important to having a sound business.

"Any man who can drive safely while kissing pretty girl is simply not giving the kiss the attention it deserves" - Albert Einstein.

We do this by:

  • Tax Planning
  • Business Planning
  • Establishing your vision
  • Accountability
  • HR support through our specialist partners


Succession is not about how you finish but about how you start and adapting to time as it continues. Our planning process with any new client is to ensure they are always ready for succession. This is either in the form of agreements, grooming staff, new hires or the profitability of the business.

We help you cement your plans through:

  • Planning
  • Buy/Sell agreements
  • Legal services through our specialist partners
  • Valuing the business


Running a business is far from from selling or creating turnover. You have to deal with marketing, staff and culture, customers, the numbers, HR, maintaining the books and so many other things.

Our bookkepping services ensures your focus can be more “on” the business rather than “in” the business. This not only saves you time but shifts accountability to us. Through the use of cloud based technology, we also ensure we are “live” with the numbers. This gives you a picture of where you are today not just at year end.

We work with:

  • Xero
  • MYOB
  • Quickbooks

Liability Limited by a scheme approved under Professional Standards Legislation

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Find us

Unit 9, 86 Henry Street
Penrith NSW 2750

Phone: (02) 4732 6555
Fax: (02) 4732 4408

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