Accounting, tax and advisory for
Penrith & Blue Mountains businesses
If you’re a small business owner or busy professional, you can help relieve the stress created by the numbers in your business now – and in the future.
We’ll help you get the present numbers into shape; but we’ll also look ahead with you to shape your finances so that you get to where you need to be.
Tax & Compliance
We ensure you keep your financial records in order, while also helping you with tax planning, tax minimisation, and audit preparation if necessary.
Business Structuring & Planning
Planning ahead and being able to identify potential opportunities and pitfalls is the mark of a solid business. We help you structure and plan for the future.
Commercial & Business Advisory
Whether it's identifying key efficiency improvements or working on a deal or acquisition, we can provide the watertight commercial advice you need.
Self-Managed Super Funds
Everything from fund set up to management, audits, vesting an SMSF, assisting with property acquisitions, and limited recourse borrowing arrangements.
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SUBSCRIBEWhy Us?
You might have concerns about compliance and tax law. That’s normal.
But what happens when you want to grow your business or plan for its long-term profitability and performance?
Have you explored all your options for optimising cashflow, for instance? For these matters, you need advice from someone with well-rounded commercial know-how and business experience, as well as technical taxation and accounting skills.
We’ve been in business since 1993 and in the business for many years more.
Busy professionals and business owners in the Penrith area, Blue Mountains, Hawkesbury, and areas further afield turn to us because:
- We take the time to get to know the business
- We’re focused on the long-term rather than quick fixes (these have a habit of coming unstuck)
- Thoroughness is part of our DNA
- After three decades of commercial experience, we’re well trusted – David is even called upon as a forensic accountant in legal cases
- We’re there when we’re needed
- We keep the lines of communication open – and talk in plain English
- We’re friendly and have a sense of humour (yes, even accountants laugh and joke!)
You probably have short-term concerns and issues that we can help solve; but we can also look ahead with you, identifying areas of your business that can be improved and setting your mind at rest about your longer-term future.
The Benefits of Working With Us
According to our clients
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