When selecting an Accountant, Tax Agent and Business Advisor, it is essential that you choose one that is formally qualified, and has extensive experience in a range of areas including accounting, taxation, business management, superannuation, auditing and wealth creation.

We hope that you will take advantage of the range of services we offer so that we can work in partnership together and contribute to your success.

We take the time to listen:

We ensure that we fully understand your individual and business needs and we take the time to listen to your concerns and the taxation issues relevant to your particular business or individual situation.

Your affairs will be handled by a Specialist:

We are experienced CPA's with educational qualifications up to Master's Degree level and are supported by a team of enthusiastic, friendly, co-operative and highly trained staff.

We have an effective Quality Management System:

Our Quality Control System has been endorsed by CPA Australia and ensures that all our work is of a consistently high standard and all possible tax deductions are considered.

We offer flexible appointment times:

We are available at times that suit your personal needs. We will even visit you at your home or place of business because we understand the importance of your time.

We provide you with flexible payment options:

Our fee payment options include electronic funds transfer, payment by way of Credit Card or via the deduction of our fees from your Tax Refund, or cash or cheque.

We provide you with advice & keep you informed:

You receive regular newsletters that provide you with advice about the latest changes and how to minimise your tax, maximise your profits, and successfully grow your business.

We provide modern Air-Conditioned premises:

Our Business premises at Cleveland is located in pleasant, modern surroundings with ample hassle-free parking.

We provide a Free Initial Consultation to all new clients regardless of time (value $270):

The only cost for a new client to avail themselves of this offer is their time. All new Business clients receive a free copy of our best selling book 'The Money Bible' (value $22).

We aim to exceed your expectations:

We trust you will be pleasantly surprised with the standard and quality of our work and level of client service.

We are a well established, reputable & highly regarded family accountancy practice:

We have been providing quality accounting, taxation and business services to clients for over 35 years, and continue to maintain an excellent reputation within the local communities we service. This is evidenced by the referrals and recommendations we continue to receive from our valued clients.

We regularly seek your feedback:

A formal Client Feedback Questionnaire is used to obtain information on how we can continue to improve our practice and the services we provide to you. We adopt a process of continuous improvement to ensure that our systems and procedures continue to operate in an efficient and effective manner.

Our fees are highly competitive:

In comparison to other similar servicing CPA or CA accountancy practices we believe that our fee structure provides clients with real value for money.

Our Fees
Our fees are outlined in a Schedule of Fees Brochure and are competitively based having due regard to the nature and complexity of the work involved, and the quality and level of service provided.