Our Services

ACCOUNTING, TAX AND COMPLIANCE

Strong decisions start with accurate numbers. Our accounting, tax, and compliance services keep your financials up to date and your obligations met, so you can focus on running your business. From bookkeeping oversight and BAS lodgements to year-end accounts and tax planning, we ensure you stay compliant, reduce surprises, and gain a clear picture of your financial position at any point in time.

Gain financial clarity and control before your year-end. Designed for business leaders seeking to optimise tax outcomes, manage cash flow volatility, and maximise business value, we give you the insight to make timely, well-informed decisions. Each review removes the stress by bringing clarity to the numbers, empowering you to make confident decisions without hesitation. As a Capital Advisory client, we offer a once-a-year review to serve as a space to identify critical issues, uncover growth opportunities and align your business with your objectives and personal goals. By applying practical insights to enhance your tax efficiency, protect assets, and address any business challenges, you gain the freedom to move forward.

Stay ahead of tax time with confidence. We handle your financial accounts, income tax, GST, FBT, and other taxes while helping you plan to reduce liabilities and grow your after-tax wealth—freeing you to focus on what matters most. We are experts in using cloud accounting (including Xero, MYOB, and industry specific software like Jobpac) for up to date, accurate financial reports.

Achieve financial freedom and gain clarity on retirement saving with advice on administering your Self-Managed Superannuation Fund (SMSF).

Safeguard what matters. Our proactive reviews help shield your personal assets from business risks, giving you the security you need for lasting financial freedom. We also set up your business structure, including ABN, TFN, and GST registration.

Take control of your debt and reclaim your financial freedom. Free up space to think, plan, and grow with confidence. We help you borrow more, pay down debt, help with your cash flow and repayments, help manage the risk associated with debt, work closely with your banking relationship to make sure you're getting the best deal and have the right finance for your business.

Assisting you to put together tenders or proposals for new work or investments.

Avoid surprises and stay compliant with ATO requirements. Shareholder loans managed in line with Division 7A rules give you peace of mind.

We prepare professional letters to banks confirming your business's financial position—often required for lending, refinancing, or credit applications. These letters provide a clear summary of your financial standing, prepared in line with banking requirements to give lenders confidence in your figures and support faster, smoother approvals.

Ongoing support includes acting as your registered office and maintaining ASIC compliance—handling statutory registers, annual company reviews, so you stay focused on growth, not paperwork.

Our CFO Advisory service gives you strategic financial expertise without the cost of a full-time CFO. From cash flow forecasting and budgeting to funding and growth planning, we provide the clarity and control you need to make confident decisions, manage risk and deliver growth.

Success Stories
The impact of securing freedom, together.

John Glass

Projex Building Group

We trust Kathy and her team to act in our best interest. They understand our business and consistently support our goals with sound advice, proactive thinking, and a shared commitment to our success.

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Dimitri Dimarhos

Partum Projects

My holistic goals have been kicked; Matt quickly understood how I see the world and how I want to live in it with my family, and Matt has helped me achieve my vision of how I do that financially.

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Luke Grady

Razielle Group

Pat went beyond accounting, providing strategic guidance, peace of mind, and a genuine commitment to success. I would highly recommend Pat to any business owner seeking more than just numbers.

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Find your freedom, start the conversation.

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