Davidsons

Who we are

Davidsons is a leading accounting and business advisory firm with offices in Geelong (Head Office) and Torquay.

By working to build long term relationships with both business and private clients, providing upfront pricing and by delivering specialist advice and knowledge to our clients for over 100 years we have established ourselves as a firm of choice within Geelong and our other operating regions.

We take pride in our values as they guide how we operate and include forming trusted relationships, having a client first approach to doing business, being forward thinking, operating with discipline and persistence and supporting family and community.

Whether you are looking for services to assist your business to grow and prosper, or as an individual to secure your financial future, we have a team of dedicated professionals ready to listen and work with you to achieve your goals.

With services including;

• Taxation Services
• Business Succession and Transition
• Business Advisory
• Audit & Assurance Services
• Bookkeeping & Cloud Accounting
• Specialist Services

We can assist you on any stage of your financial journey and if you require complementary professional services, our excellent relationships with associate organisations ensure you find the services and advice that are needed.

Services

At Davidsons we work with both business and private clients, providing upfront pricing and delivering specialist advice and knowledge for over 100 years. We have established ourselves as a firm of choice within Geelong and our other operating regions.

Discover peace of mind that comes from having all your financial needs being professionally cared for all under the one roof. We bring together a broad range of accounting and business expertise so you can have consistent and highly tailored solutions to your needs.

Core Services

TAXATION SERVICES

Davidsons can help you navigate the complex tax environment by delivering future focused solutions you can trust. We have the resources, expertise and passion about what we do to exceed your expectations and build great relationships.

SELF MANAGED SUPERANNUATION FUNDS (SMSFS)

Superannuation is a tax-effective vehicle for building wealth in the longer term.

Self-managed superannuation funds (SMSFs) combine all the tax advantages of superannuation with greater flexibility in investment choice and access to a wider range of wealth building options than are available in public-offer superannuation funds.

Davidsons offers specialist SMSF services. Our SMSF team is highly technical and experienced and will work with you to establish your SMSF as well as provide a full ongoing SMSF administration service.

Based on a ‘Client First’ approach, our dedicated and specialist team is able to provide proactive solutions and advice on all aspects of SMSFs in a constantly changing legislative environment.

AUDIT AND ASSURANCE

Whether you are a listed company, private business or community organisation, Davidsons can help you improve the value and sustainability of your business.

We are the local Geelong, Surf Coast and Western Suburbs Audit specialists, with a substantial portfolio of clients across the following sectors:

• Private and Public corporate businesses
• Not-for-profit organisations
• Education
• Health and Community Services
• Government bodies
• Professional Organisations

BUSINESS ADVISORY

Strategic advice and forward thinking to help you measure, manage and improve your business.

At Davidsons we understand the challenges facing business owners so we offer small, SME and multi-owner businesses a unique service to reduce their risks and run a better business.

Our solution to achieve these goals is the Better Business Program.

BUSINESS TRANSITION AND SUCCESSION

We understand what it means to build a business, and that for many people their business is their ‘superannuation’. Ensuring the maximum value is received for the business without creating an excessive tax bill has a major bearing on the level of comfort in retirement. Whatever the reason for selling, our expert team is ideally placed to assist in the successful transition of the business to new owners or the next generation.

BOOKKEEPING & CLOUD ACCOUNTING

Let us balance your books while you grow your business.

We provide cost effective services across all aspects of bookkeeping by utilising our expertise and specialised knowledge whilst maximising the benefits of technology to get the best solutions for your business.

Bookkeeping

At Davidsons we use the very best in cloud accounting software, our bookkeeping is fully automated, fast, streamlined and efficient to keep costs to a minimum. Our Bookkeepers can work on-site or remotely to service your business.

SPECIALITY SERVICES

Company Secretarial Services

Australian businesses are faced with various regulatory and reporting requirements that at times can be very complex.

Save time and resources by engaging with our Company Secretarial services to assist you with day-to day company secretarial needs, allowing you to focus on what you do best.