Business Services


We will prepare your periodic and annual financial reports for tax, banking needs and business appraisal in a timely manner, provide explanations to assist you in reading and understanding your financial reports.

We can also provide you with annual summary reports which assist with performance analysis and planning in an easy to read manner.

We will discuss your requirements with you and provide you with tailored information and constructive advice on a regular basis.


Modern business demands up to date, accurate financial information to make informed and calculated business decisions.

We can assist you and your staff to take care of your day to day bookkeeping needs. We are always by your side ready to help with any queries to keep your records meaningful and representative of your business operations.

This is provided by way of 1) a full bookkeeping service or 2) by training and supporting you and your staff to stay on top of your bookkeeping tasks with expert advice.


Company legislation requires businesses to perform many administration tasks which can take up a lot of valuable company time. The last thing you need as a business owner is to be stressed out understanding and ensuring you are complying with the Corporations Law.

The possible threat of penalties for failing to keep up with the changing rules is too great a risk to take.

We are able to relieve this burden for you. Our services include:
  • General advice on company law
  • Company establishment
  • Filing of annual returns on your behalf
  • Preparation of all documentation relating to minutes and resolutions
  • Maintenance of statutory books
  • Assistance in changes of directors, shareholders, addresses and office details
  • Bonus issues
  • Share transfers
  • Registered office facility

Entity Structure Review

Is your current structure right for you and your current circumstances? We can help you to assess the opportunities and consequences of restructuring one or all of your entities, adopt a preference based on your circumstances and needs, and conduct the restructuring process. 

Finance Assistance

There are a wide range of financing options, all with their pros and cons. We will help you work through these and assist you to secure the best financing option for your personal and business goals.

Our experience in the market means we can also structure debt upon acquisition to maximise tax advantages. 

Industry Specific Accounting

Our team has extensive training and experience in various specialist industries:

Health Services

Our team have the expertise to provide you with specific business and taxation advice required by this specialist service industry. We understand the complexity of the ownership and operational structures required and we keep ourselves abreast of legislative changes.

Hospitality & Tourism

Our team works closely with clients in different sectors of this industry including restaurants, cafés, accommodation and hotels. We understand the specialist requirements involved in each sector. By developing systems we can assist in monitoring key areas to maximise income.

Primary Production

Farming accounting involves specific business, financial, and taxation issues, and as such requires a specialist understanding of the industry. We keep abreast of the developments in both the farming and accounting industries, putting us in a position to provide up-to-date and accurate advice. We carefully plan ownership structures for successful succession of your farming property and business.


We understand the importance of monitoring stock movements and develop systems to control this. Our team can assist in important areas such as pricing, gross margins and overhead costs.

Vineyard Accounting

The wine industry involves specific business, financial, and taxation issues, and as such requires a specialist understanding. We keep abreast of the developments to maximise the industry incentives putting us in a position to provide up-to-date and accurate advice.

IT System Review

Is your software providing you with accurate business and financial reports? Is your software setup and account structure working for you and integrating with us? Do you have secure backup systems in place?

Our experienced team can review your systems to examine:
  • The suitability of your software product/s and possible alternatives
  • The setup
  • The structure
  • Operating the system with accuracy and efficiency
  • Meaningful use of automation and integration
  • Accurate business reporting and reliable backup systems.
Contact us today for more information on how we are able to assist you in getting the most from your software.

Management Reporting

We can prepare your periodic management accounts to assist monitoring the key areas of your business in a timely manner. This will assist you in monitoring your goals and financial position.

We can provide you with an annual summary report for result diagnostic and planning purposes.

We will discuss your requirements with you and provide you with tailored information and constructive advice on a regular basis.

Rental Property

Our team have the necessary expertise to assist in a variety of areas in relation to residential and commercial property.

The services we offer our clients include:
  • Advice on the purchasing of a property
  • Advice on funding
  • Guidance in tax minimisation
  • Advice on ownership structure
  • Periodic reviews to ensure returns are maximised
The importance of forecasts in making a residential investment cannot be emphasised enough. We are able to provide for you:
  • Forecasts of revenue returns
  • Forecasts of financial position
  • Forecasts of potential growth
Contact us today for more information on how we can assist you in the business of rental properties!

Software Solutions

Let us help you make the right choice when it comes to accounting software.

A decent accounting system will help you keep track of your cash flow and give you the option to complete GST returns easily. A well used system also gives you the ability to produce meaningful on-the-spot reports for decision making.

Choosing the right system for your business can be a difficult one - after all there are over sixty different accounting packages available in Australia.

We have invested considerable resources into on-going training to ensure our team are able to:
  • Discuss with you the best system to implement to further your business.
  • Suggest accounting software applications suitable for your business
  • Install and configure software to suit your purposes
  • Recommend processes to make your computer system more secure
  • Train you and your staff to be self-sufficient users of a variety of software applications
  • Offer advice on electronic banking using your software


As the Government encourages Australians to take responsibility for and reach their financial retirement goals, we are all now required to deal with Superannuation funds.

Self-managed Superannuation is a means of saving for retirement. It allows you to control your investment strategy, reduce tax while obtaining planned tax benefits, and control administration costs.

Superannuation law is a delicate area and personalised planning is required for each individual. We have a team of superannuation experts, and can assist you in establishing a superannuation fund that will effectively allow you to reach your financial retirement goals.

Services we offer include:
  • Establishment of Self Managed Superannuation Funds
  • Completion of information for the Australian Taxation Office
  • Superannuation audits
  • Advice concerning compliance matters
  • Advice concerning taxation benefits
  • Advice on employer obligations
  • Setup and maintenance of Aged Pensions


A trust provides a valuable way of protecting the assets you have accumulated for the benefit of others.

We have extensive experience and so are able to offer specialist advice on Trust formation, ensuring that all statutory requirements are met. 

Obligations for trustees can often be onerous, and our assistance in Trust administration will also be invaluable.

We are able to:
  • Prepare and execute the vital documentation involved in Trust formation
  • Attend to the special requirements involved in reporting for Trusts
  • Complete Trust administration tasks including:
    • Minute keeping service
    • Annual accounts
    • Taxation
    • Asset management
    • Investment monitoring
    • Income distributions

Contact Us

Office Location

234 Stirling Tce
Albany, WA 6330

Postal Address

PO Box 5445
Albany, WA 6332

Contact Numbers

Phone 08 9842 5155
Fax 08 9842 5510

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