10 Reasons to Engage an Accountant

Chartered Accountant

A Chartered Accountant (CA) is the most prestigious Australian accounting qualification available, it has the most difficult pathway to become qualified and attracts the best and brightest candidates. The highest category is a Fellow (FCA), all CA’s treasure their qualification and the governing body imposes professional standards and obligations on its members to uphold the reputation and ensure a CA designation is seen as a sign of professionalism and quality.


Business Services

This is what SME’s (small and medium businesses) need! Put simply its business advice and compliance services. The business advice helps you achieve your business goals and plan, we like to focus on training and improving your business management and efficiency. Compliance services are tax and accounting services required by SME’s to comply with their responsibilities to regulatory authorities i.e. BAS and Income tax lodgements, SGC and PAYG obligations, ASIC annual reviews, payroll tax ect.


Registered Taxation Accountants

SME Businesses need compliance services and Individuals need tax advice and lodgement. We help clients understand the tax laws e.g. income tax and deductions, capital gains tax, salary packaging, negative gearing, investment advice and structures, deceased estates ect.

Then of course we help you lodge your returns to comply with your obligations. As your registered tax agents we represent you with the ATO, our expertise in this area is extensive and common needs from clients include late lodgement penalty and interest remissions to representation in a tax audit. Our individual clients are the grass roots of our successful diversified business.


Business Advisors

Whether you are new to business or not like many things in your life guidance from a expert will normally pay you dividend. We consult to management with strategies and advice on improving business performance and profitability, the focus here can be on financial and non financial matters so that the stated goals are achieved. We find people often need advice on;

  • The most appropriate business structures,
    sound business practices
  • Adequate business documentation between staff, partners and customers
  • Business risk and data security.

Good businesses generally share a lot of things in common.
We have found that clients (whether they be a business or individual) want the advisory focus to be based on achieving wealth creation goals, small and medium business (SME’s) are primarily focused on building the personal wealth of the business owners.



Bookkeeping is a necessary component of any businesses, technology makes this simpler than its ever been before and makes it easier for us to assist with reconciliations and payroll ect. or we can provide professional consultants.

Accurate data is essential to the advice process however we want you to spend less time bookkeeping and more time running your business. We are a Xero Gold partner practice.


Coaching and Mentoring

Vincent and Adrian are both Fellow Chartered Accountants (FCA’s), both business and wealth advisers who have been coaching clients to realise their financial goals and independence for 30+ and 20 years respectively.

Adrian uses both his professional and mindfulness training and experience to further help client’s with personal advancement and development if desired. “We often we find we are life coaching and mentoring clients through challenging life events such as divorce, business disputes, loss of family members and estate matters and other law suits”.

Adrian has derived a unique understanding of people and mindfulness practices from 20 years as a Chartered Accountant and Wealth adviser, 20+ years of Martial arts training and teaching and many years of yoga and other recreational pursuits and some interesting and challenging life experiences.