Beaumaris

About

 

Since 1984 Carr Barnett Accountants have provided a comprehensive accounting and taxation service to individuals, businesses and Self Managed Super Funds. We appreciate the individuality of people and businesses and are committed to providing timely, accurate solutions tailored to suit your needs in a simplified language. If you are looking at starting a business we can help you choose the appropriate structure and assist with all the necessary registrations. We specialise in cloud based solutions including MYOB, Quickbooks and Xero. Our team of focused, friendly CPA accountants have a good mix of accounting and industry experience which ensures that you, our client, will receive the best possible advice.

 

Firm Profile

 

At Carr Barnett Accountants we are committed to forming close partnerships with our clients, enabling us to understand your unique situation and customise the assistance we provide to suit your requirements. Our commitment to excellence is evident in our hardworking team and the exceptional service we offer.

Our enthusiasm for our work means you get a friendly team of professionals eager to use their expertise to help you succeed!

 

 

Our Services

 

At Carr Barnett we aim to provide you with advice when your business needs it, not just when you ask for it. We help you manage every aspect of your business and because we establish a one-on-one relationship with each of our clients, our advice is tailor-made for your business. We’ve also developed our accounting practice into innovative client-focused services. Our flexibility and adaptability ensure we help you get the best results.

 

Listed below are the services we offer. This list is by no means exhaustive, and our team of friendly staff are more than happy to talk about any services not listed here that you might require.

 

Business Services

Benchmarking

Bookkeeping/Accounting

Budgeting

Business Start-up

Cash Flow Forecasting

Management Consulting

Payroll Services

Software Solutions

Strategic Planning

 

Specialist Services

Company Secretary

Farm Accounting

Information Technology

Rental Property

Self-managed Superannuation Funds

Selling a Business

Succession Planning

Superannuation

Trusts

Workcover

 

Tax and GST

GST

Taxation

Fringe Benefits Tax

Payroll Tax

Capital Gains Tax

 

Online Accounting

MYOB

Xero

Reckon

QuickBooks

 

About Us

 

The accountancy business was started in 1985 by Les Harper and has been based in Frankston since then providing advice to small-medium businesses in relation to compliance matters and business development.

We encourage you to plan beyond profits, to use those profits to purchase assets that grow in capital and/or provide an income stream over the future years.

Our sister company, Seaside Financial Solutions obtained its own Australian Financial Services Licence (AFSL No: 313207) in 2007 where it could provide unbiased financial advice as it was not part of a dealer group. The firm has always worked on an agreed fee basis rather than on a commission basis.

 

 

 

Services

Individuals Business Superannuation
Areas of Practice

 

ACCOUNTANCY

Harper Group provides accountancy services to small and medium businesses throughout Australia. Clients’ businesses come from a wide range of industries including manufacturing, wholesale, retail including online, service industries, medical and professional practices as well as trades.

• full financial reporting
• special purpose financial reports
• management reports
• budgeted reports
• cashflow projections

 

BOOKKEEPING

Having many years of experience with accountancy packages including XERO, MYOB and QuickBooks, we can help you assess which package is suitable for you. We can also help you find a suitable bookkeeper for your needs.

 

TAXATION

As Chartered Accountants, we have the depth of knowledge and experience to provide high-level tax  advice for sole-traders, partnerships, companies, trusts and superannuation funds.

• end of year tax planning
• asset protection
• rental properties
• capital gains
• BAS/IAS/GST/FBT/payroll tax

 

BUSINESS PLANNING

Growing your business to generate profits and cashflow is exciting. A range of strategies are available to move your business to where you want it to be.

• strategic/business plans
• budgets and cashflows
• business valuation improvement
• performance measurement
• growth strategies
• buy-sell agreements

 

FINANCIAL PLANNING

Financial planning is about putting you in control of your financial future with difference investment options based on your risk profile. Our sister company, Seaside Financial Solutions can assist with:

• retirement planning
• succession planning
• wealth accumulation
• insurance (life, trauma,TPD)
• term deposits, shares, property
• self-managed superannuation funds

 

SUPERANNUATION

You are able to control of your superannuation with your own investment strategy within a Self Managed Superannuation Fund. We can help set up your fund,  ongoing annual compliance required and pension calculations.

• investment advice
• borrowing to acquire assets
• asset allocation
• diversification

 

About

 

Because it’s about more than just the numbers. In fact, it’s all about you.

ACCOUNTING FOR YOUR TOMORROW

NICE TO MEET YOU

The year was 2012, and I was younger and thinner. Full of youth, hopes, dreams and potential yet to be fully realised.
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Obsessed with the potential of the accounting industry, I started Illumin8 with a vision to provide accounting and bookkeeping services that went beyond compliance.
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After all, keeping our clients out of jail is the bare minimum. The real magic happens in business problem solving, leveraging technology to streamline operations, and connecting on a human level to help our clients kick goals with both feet.
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So just like that, a plucky former corporate dweller with a whole lot of entrepreneurial spirit registered Illumin8 to operate in Australia.
These days, the team numbers more than a dozen absolute legends. Of course, everyone is a superstar when it comes to numbers, tax, finance and all aspects of small business management. But that’s not all Illumin8 is about. We’re all a little bit different, slightly quirky, and bring a whole lot of personality to the office.
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You love what you do, and we do too. Our aim is to make your life easier, and if we can have some fun along the way then we’ve more than done our job.
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Ready to see how we can help you with your business? We’d love to talk.
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Andrew Van De Beek, founder

 

Services

 

ACCOUNTANTS FOR YOUR TOMORROW

Accounting for your small business (and your big dreams).

No one wants to think about small business accounting. But everyone needs to do it. More than just keeping your numbers in check and documents lodged on time, a good accountant will become your trusted ally and advisor on the rollercoaster ride of running a business. That’s us. We’re here to keep you outta jail (more on that later) and kick goals so you can spend more time doing what you love.

 

NEED SOME HANDY BUSINESS ADVICE? WE’VE GOT IT

Talk it out then step it up with our business advisors

Small business can be tough, especially if you’re going it alone. Most of us work best when we can talk through problems and their solutions with someone who’s been there before. That’s why we set up our business advisory service – so you can unlock your purpose and focus your goals.

 

PLAN TODAY FOR BIG REWARDS IN THE FUTURE

Don’t delay. Now’s the time to sort out your self-managed super fund

Sorry, did we just notice your eyes glazing over? It might seem like a long way off, but unless you start planning for retirement now you might be caught short then. Luckily, we can help you navigate and comply with tax and super laws when setting up a self-managed super fund.

 

JUST A BOOKKEEPER? WE’RE MORE THAN THAT

Bookkeeping to get your small business on track. Fast.

Those piles of receipts getting you down? Then it’s time to bring on a bookkeeper for your business. We know you’re great at what you do, but perhaps systems aren’t your forte. That’s OK, because they’re ours and we can advise on what will work best and provide the least fuss when it comes to running your business, leaving you time to focus on what you do best.

 

READY TO WORK SMARTER, NOT HARDER?

We use innovation and technology to make your business better.

Hey, you, get into the cloud. There’s no point in change for change’s sake, but if there are ways to make your business life simpler, why not grab them with both hands? Whether you could benefit from cash-flow forecasting or need a solution so Shopify and Xero ‘talk’ to one another, we can help you integrate the technology that best suits your small business needs.

Innovative Accountants, Taxation Services and Business Advisors

 

Lakewood Accounting are your professional Accountants & Business Advisors, located right here on the Mornington Peninsula. Experience the benefits of getting out of the city without losing the expertise. We provide the highest quality Business Accounting, Bookkeeping Services, Taxation Services, Financial Planning, Self Managed Superannuation and Management Consulting Services to our clients in a timely and professional manner.

We believe that to be the best, you must have the best team. Explore our team of business partners and learn how we can help you to increase your financial performance.

 

About Us

 

Established in July 2002, Lakewood Accounting is your local professional business partner. Our team of highly experienced business advisers are so much more than just your average accountants. We truly understand your business and the struggles it faces, and we pride ourselves on providing quality solutions to any situation.

Founder Allison Crawford, with her 20+ years accounting experience, has built her business based on the belief that her clients deserve a one-stop-shop for all of their accounting, taxation, finance and management consulting service needs. And she believes this service must be ongoing, not just a once-a-year meeting.

So step up and let Lakewood Accounting become your business partner. Standing beside you, and your business, every step of the way.

 

 

Services

 

Business Accounting Services

Whether you are considering starting a business, have just started a business or are a well- established business owner, Lakewood Accounting offer a range of Business Accounting Services to help your business start-up, grow or mature.

If your business is struggling with cash flow, we can assist you in preparing a cash flow plan and budget. If your business is needing more structure and guidance, Lakewood Accounting can help you to prepare a Business Plan or help with a business restructure.

 

Personal Accounting Services

We understand that it is not just businesses who need the right advice at the right price. Whether you are looking for advice on how to increase your savings or minimise your taxation liability, Lakewood Accounting can help you to be on track through various planning strategies.

 

Professional Bookkeeping Services

Lakewood Accounting offers friendly, professional and experienced Bookkeeping Services to businesses throughout Australia.

We understand that as a small business owner you may have to juggle a number of roles in your business including bookkeeping.

All businesses know the importance of good internal reporting systems. In order to make informed business decisions your internal systems need to be accurate and prepared on a timely basis. So it makes sense to bring in a dedicated Bookkeeping team who can manage your day-to-day record keeping, so that you can take care of the bigger picture.

 

Taxation Services

We provide expert Taxation Services locally throughout the Mornington Peninsula, as well interstate and even overseas. Our team of specialist Tax Consultants are superbly trained to provide Accounting and Taxation advice for individuals, as well as for Companies, Trusts and Partnerships.

 

Self Managed Super Fund (SMSF)

Since its inception, Lakewood Accounting has offered expert investment and self-managed superannuation advice to investors all across Australia. Self-managed superannuation allows for the flexibility to control your investments in ways that have a much greater impact on your retirement living possibilities. Let us show you how to ‘super’ charge your superannuation today.

 

Business Partners

Lakewood Accounting offers a full suite of financial services, engaging trusted partners where necessary to complete our set. Please see below for our Business Partners to help you with your next move. Having all of your financial needs in one place offers a significant reduction in communication costs, which is passed onto you as better value.

 

Financial Planning

Lakewood Accounting provides Financial Planning advisors in Frankston and throughout Melbourne via our associate firm Guidance Wealth Management Pty Ltd. Guidance’s financial planning service will identify your specific financial objectives and advice strategy which can help meet or exceed your financial expectations.

 

Home Loans

We are pleased to be partnered with Priority Lending for all of our Home Loan needs.

Since 1999 Michael Sudarski and Priority Lending has built a reputation of offering honest, ethical and thorough services and clients are always treated with respect, courtesy and professionalism throughout the entire loan process.

Our Story

We are passionate about empowering small businesses.

We don’t just take care of your books but instead use this process in a way of keeping our finger on the pulse of your business.

We provide solutions from Payroll & HR all the way to Business Analysis and Budgets.

Reach out for a no obligation chat on how we can help.

 

Services

 

General Bookkeeping

Involves the two basic and foundational duties of bookkeeping – Data Entry & Bank Reconciliation, without these two fundamental basics done accurately all other tasks will miss the mark. Information that is not accurate is misleading.

 

Payroll

Calculation of employees pays including ordinary hours and penalty rates, deducting tax, calculation of superannuation & allowances and keeping track of leave entitlements.

 

Accounts Payable & Receivable

You want to maintain a good cashflow – ensuring you keep paying suppliers on time to maintain a good working relationship and follow up on customers who owe you money.

 

Management Reports

Is a powerful tool to help small business understand where and how the business is growing, when reported regularly it gives you a great insight on everything from your spending patterns to pricing & costing, forecasts, and customer payment terms.

 

Budgets & Forecasts

Budgets and Forecasts works well alongside the Management reports, it is used to predict and schedule future payments and expenses to ensure you can dedicate enough funds for the growth of the business.

 

Software Set Up & Integration

Setting up your bookkeeping software and the software that it works with can be complicated and if not set up properly can not only make a mess in the future but it can cost you time.

 

Implementing processes & procedures

Having a systemised business procedure ensures accuracy and efficiencies. Working out who does what and how, and using software and tools to minimise your time.

 

ATO Lodgements and Reporting

Preparation and lodgement of Activity Statements, TPAR, STP, Workcover Renumerations, Long Service Leave payments, etc. Along with liaise with the ATO on your behalf. Can be part of your bookkeeping package or you may like just a Registered BAS Agent to give it a once over before sending it off.

 

Training

Working with the business owner and employees on best practice bookkeeping and use of software solutions. Each business is different and each solution is different, training sessions are tailored to the business needs.

 

Fix Up & Rescue

Sometimes things get a little out of hand, time slips by or what you thought was set up correctly after a while you realise not so much. That’s when you need a rescue operation to get you back on track and in control of the business finances.

About Us

We’ve been providing expert professional advisory and accounting services to businesses in Frankston and the Mornington Peninsula since 2002.

Trusted advisers for Frankston & Mornington businesses​
Since 2002, Guidance Business Advisers (formerly Christie McMillan) has welcomed local Frankston and Mornington Peninsula businesses through our doors.

What do clients experience when they enter?

Of course, they get the peace of mind from the high-quality accounting, bookkeeping, taxation, and financial planning services we provide; and many also benefit from the business advisory and strategic advice we deliver.

But beyond that, we hope they see trusted advisers, ready to work with their businesses through thick and thin.

 

Services

Advisory, accounting and planning services for business professionals in the Mornington Peninsula and Frankston areas.

Guidance Business Advisers provides the following services for small-to-medium business owners and professionals operating in the Frankston and Mornington Peninsula area:

 

Business Advisory

Develop strategies for business performance and growth with your trusted adviser.

Business advisory is like business coaching in that we work closely alongside you to get to know your business inside out – but we don’t call ourselves ‘coaches’.

We develop an intimate understanding of:

• Operational systems and processes
• Financials
• Marketing strategies
• Human resources
• Your short and long-term goals

Then we work with the data to develop solutions that improve efficiencies and help you take steps towards your goals.

With over 40 years of combined business experience, our insight can make the difference to your outcomes – whatever stage your business is at right now.

As trusted business advisers, we stay by your side to review and adjust strategies as your circumstances change.

 

Accounting

Premium business accounting services for Frankston & Mornington Peninsula.

The use of technology has lightened the accounting load for many small businesses: cloud programs allow many important actions to be taken at the click of a mouse.

But nothing replaces professional accounting advice when it comes to interpreting your business data, ensuring compliance, business planning, reporting, and improving business efficiency.

Since day one, Guidance Business Advisors has specialised in providing quality accounting services to all types and sizes of business in the Frankston and Mornington Peninsula region.

 

Taxation

Hands-free tax management for oversight & peace of mind in your business.

Practical tax advice from experienced professionals can make a huge difference to your business – and to your peace of mind.

We make the business of tax simple, staying right up-to-date with tax legislation, removing the jargon, and ensuring that you enjoy excellent oversight with comprehensive management of your tax affairs.

And the best part? For you, it’s virtually hands-free…we take care of it while you focus on growing your business.

 

Bookkeeping

Free up your time for more important things – we’ll look after the numbers.

Online cloud tools have made it much easier for small business owners to do the bookkeeping. But should you really be spending valuable time recording transactions and doing the legwork with the numbers?

Outsourcing your bookkeeping can free up valuable time to put to more important business matters.

Our approachable bookkeepers specialise in providing quality service to businesses in the Frankston and Mornington region.

 

SMSF

We’ll look after the legwork with your SMSF & help you plan your financial future.

A self-managed super fund (SMSF) may be what you need to create the extra wealth that you’re looking for in retirement.

By looking after your own fund, you effectively take control of your financial future. Utilise our insight and experience to ensure that you meet all compliance issues with your fund, manage its day-to-day needs, and align it with your financial and lifestyle goals.

An SMSF specialist will sit down with you to define what you want to achieve with your fund.

 

Financial Planning

Design a plan perfectly aligned to your financial goals…

Building wealth is most effectively done when following a well-defined plan. And this plan must reflect your financial and lifestyle goals.

That’s why our financial planner will start by sitting down with you and listening to your aims for the future.

Most people want a secure, healthy and wealthy future – and while these things mean slightly different things to different people, they’re nearly always possible with the right plan.

And you’re never too young to begin…

 

ABOUT CALM ACCOUNTS

Professionals in Financial Accounting Services

YOUR business is OUR business

Calm Accounts assist individual and business clients with financial accounting services and daily bookkeeping tasks. With over 30 years experience in Business Management, Director of Calm Accounts, Lisa, holds a Diploma of Management and Cert. IV in Financial Services (Accounting), Cert. III in Financial Services (Accounting) as well as her Cert II in Bookkeeping.

Helping clients with personal tax returns, Calm Accounts also assist many small and medium businesses with data entry and daily bookkeeping services. We also help our clients with managing financial records such as business tax returns, cash flow statements, BAS statements, payroll, long service leave, accruing annual and sick leave, redundancy, bank reconciliation, general ledgers and preparing for end of year statements.

Lisa’s team of certified and experienced professionals are trained in the use of most online cloud based accounting packages including XERO, MYOB and Quickbooks, as well as traditional accounting software, and are always up to date with the latest changes in bookkeeping and financial accounting services.

Lisa is also a proud member of the Association of Accounting Technicians. She has been a registered BAS Agent since 2010 and is passionate about helping her clients save time and money.

Our Mornington Peninsula office services clients across Melbourne, from Frankston through to Cranbourne, Berwick & Narre Warren, down to Mornington, Rosebud and Sorrento.

We are now in Cairns too! With a location in Smithfield, we provide Cairns bookkeeping services around Cairns along with helping clients in Queensland from Brisbane, to Ipswich and down to the Gold Coast; and New South Wales from Sydney to Newcastle.

With our expertise with cloud based accounting software, Calm Accounts can help your business no matter where you are located.

 

 

OUR SERVICES

Professional Bookkeeping & Business Management

 

Bookkeeping

Save time and get organised!
We understand that your business is different so, whether you need a comprehensive bookkeeping service.

 

Software Training

Want to do it yourself but don’t know how?
We can provide training for MYOB, XERO and Quickbooks for you or your employees.

 

Payroll Services

Pay your employees on time, every time!
Miscalculation when it comes to leave, sick pay and superannuation can be costly!

 

Accounting

Maximise your tax benefit!
Calm Accounts will prepare your books in a format ready for your accountant (or one we can introduce you to)

 

We can also help you with:

• Workcover
• Bank Reconciling
• Accounts Payable
• Accounts Receivable
• Debt Collection

• Software Training
• General Bookkeeping Training
• Payment of bills
• Accountant Relationship
• Invoicing

• Employment Contracts
• Employment Recruitment
• Apprenticeships
• Long Service Leave
• Superannuation
• Redundancies

• Payroll entitlements
• Payroll Tax
• IAS
• BAS
• STP (Single touch payroll)

 

 

WHO WE ARE

 

Based in Langwarrin, near Frankston, Mentor Group are a dedicated team of client-focused accountants, financial mentors and taxation experts, providing tailored financial solutions for all your personal and business needs.

Company Profile

With over 40 years of collective experience, we proudly deliver a full range of taxation and accounting services, personally tailored to your financial situation. With an extensive suite of services including tax advice and planning, entity establishment services, self managed super funds, business mentoring and financial planning, our scope of knowledge and expertise allows us to bestow a wealth of financial wisdom to our clients with intelligence, efficiency and care.

 

We also have direct contact with mortgage and business brokers, risk brokers, conveyancers and solicitors.

 

SERVICES

 

TAX

Tax and Accounting

From simple tax returns to complex financial reporting, Mentor Group in Langwarrin provide a comprehensive range of tax and accounting services to optimise your tax position and minimise your tax.

SUPERANNUATION

Self Managed Superannuation Funds (SMSFs)

Self Managed Superannuation Funds let you control your retirement investments. Langwarrin’s Mentor Group are accounting, tax and SMSF specialists. We provide professional advice and assistance in SMSF setup and maintenance.

 

BUSINESS

Business Mentoring

Increase your business’s profitability and plan for success with a professional business mentor from Mentor Group in Langwarrin. Our mentoring services are invaluable for both start-ups and well-established businesses.

ENTITY

Entity Establishment Services

Mentor Group in Langwarrin are highly experienced in establishing entities including companies, trusts, guardian trusts and SMSFs. We provide the essential guidance, advice and documentation to successfully establish any entity.

 

ADVICE

Tax Advice & Planning

The Mentor Group team in Langwarrin are accounting and tax experts. We provide professional up-to-date tax advice and personalised assistance in tax planning, retirement planning, business structuring and financial management.

FINANCIAL

Financial Planning

Self Managed Superannuation Funds let you control your retirement investments. Langwarrin’s Mentor Group are accounting, tax and SMSF specialists. We provide professional advice and assistance in SMSF setup and maintenance.

 

ADMINISTRATION

We help you keep up to date with your book work

Mentor Group bookkeeping services can deal with the following products and services so you can get on with running your business and doing what you do best:

• Ongoing GST & BAS Compliance
• Invoicing & Accounts Receivable
• Expenses & Accounts Payable
• One-Touch Payroll
• Up-to-date Reporting & Data Entry
• New Business or Accounting Cloud Based Software Setup

 

 

ABOUT US

 

For over 30 years we at Marc Gilbert and Associates have made the process of getting tax returns and financial advice easier and more cost effective. We have succeeded in doing this by developing a friendly and professional team of Accountants who go out of their way to assist you.

 

 

SERVICES

 

Personal Tax

The thought of submitting a tax return every year fills most people with dread. With tax legislation constantly changing and tax returns becoming so complex, it can be overwhelming. But it doesn’t have to be that way.

At Marc Gilbert and Associates, we’re here to make tax time simple. We’re registered tax agents, so we’re perfectly positioned to streamline your tax and help you get the most out of your finances. Every year we provide our clients with a checklist of paperwork to collate, and we do the rest.

 

Business Tax

Running a business isn’t easy. It’s hard enough to focus on the day-to-day management of what you’re good at, let alone balance the books, manage your BAS and IAS lodgements, complete your annual business income tax return, and comply with your other legislative obligations.

At Marc Gilbert and Associates, we understand that you’d rather spend time working on your business than managing your financial records. And at the same time, we also know that you can’t make effective decisions without accurate, up-to-date and clear records.

 

Company Tax

Company tax management isn’t simple. Income tax and return filing are extremely detail-oriented, and you need a specialised team with the right expertise to handle the process.

Marc Gilbert and Associates can help. With over 35 years’ experience in preparing and lodging tax returns for companies, we manage the nitty gritty of your tax returns while you focus on strategies and business growth.

 

Financial Planning

The need for quality financial planning and advice has never been greater. Financial markets are continually evolving, making investing more and more complex. There are now more choices, leaving us overwhelmed. And there is now more risk via a volatile global economy.

With a desire to provide our clients with sound financial planning, we searched for the very best financial planners across Melbourne. Our financial planners specialise in insurance, investment management, retirement planning and superannuation.

 

Bookkeeping Services

At Pact, we partner with building owners and managers to keep your system running at its best, with customized service agreements designed to meet all your specific equipment and operational needs year-round. We offer a clear approach to service: a customized plan that is tailored to your facility, the particular equipment you own, and your performance and financial goals.

 

I.T. Services

If equipment fails unexpectedly, you face downtime and, potentially loss of revenue. With predictive maintenance, you can manage issues prior to breakdowns occurring. That brings you the luxury to schedule repairs before they become costly — and at times when they aren’t inconvenient. Using today’s latest monitoring methods, we can discover or rule out hidden infrastructure problems.

 

SMSF Services

Millions of Australians have taken the step to control their own superannuation and set up a Self Managed Superannuation Fund. From control over finances and investment decisions through to assets and fees, more and more Australians are taking the plunge.

Self Managed Superannuation Funds also offer the advantage of tax strategies that aren’t available in retail funds, but the downside is that they can be complex. However our SMSF solutions provide you with the services and support you need to really ‘self manage’ your fund.

 

Business Development

If equipment fails unexpectedly, you face downtime and, potentially loss of revenue. With predictive maintenance, you can manage issues prior to breakdowns occurring. That brings you the luxury to schedule repairs before they become costly — and at times when they aren’t inconvenient. Using today’s latest monitoring methods, we can discover or rule out hidden infrastructure problems.

 

 

 

Think Of Us As Your Virtual CFO And Financial Adviser

What sets us apart is our genuine will to understand your business or individual situation in order to provide tailored, timely and accurate solutions for your future success… all in a one-stop shop.

Whilst Kemp & Partners are well versed across a wide range of accounting practices, we have particular expertise in small-medium business advisory and individual financial planning including self-managed super funds. We also have a team to help you obtain loans and finance for your home loans, vehicle and equipment purchases.

 

Our Services

From individual tax returns to small & medium business planning, our specialist teams cover all aspects of accounting, finance and loans.

 

Business Advisory

Experts in small to medium business, we concentrate on 8 key areas that are fundamentals to achieving your financial goals – growth, profitability, cash flow, protection, taxation, retirement, sale of business and estate planning.

 

Cloud Accounting

Think of us as your virtual CFO. Cloud accounting makes life easier whilst saving time and money. It’s safer and more affordable than traditional accounting software and you can access your data from virtually anywhere! It’s an up-to-date single point of truth.

 

Taxation

Taxation is continually changing and evolving. From individual tax returns to comprehensive business taxation, we have a highly skilled and up-to-date team that deliver the right taxation advice, in a manner that you can understand.

 

Superannuation & Self-Managed Super Funds

Secure your financial future with a personalised plan. From retail or industry funds to creating a Self-Managed Superannuation Fund (SMSF), we’ll help you reach your retirement goals.

 

Financial Planning

We analyse your financial & personal situation to identify what a successful financial outcome looks like, determine your risk profile and construct a strategy which will assist in achieving it. We then review and revise on a regular basis.

 

Bookkeeping

Our bookkeeping team use the very best in cloud accounting software. Our tailored bookkeeping solutions are fully automated, super fast and efficient in keeping costs to a minimum.

 

Finance & Loans

Looking to buy a new car, truck, tractor or any
other commercial machinery? We’re specialists in sourcing, negotiating, buying, trading-in and financing your asset(s), eliminating the need for you to deal with banks, salespeople or even set foot into a dealership!

 

Our Areas Of Expertise

1. Growth
   What is your vision for the future growth of your business? We can help you set goals and tailor a plan to help achieve them.
2. Profitability
   We’ll work out how much profit your business is actually making and where that profit is going.
3. Cash Flow
   Do you know where your cash is and how much your debtors are? We can help.
4. Protection
   We’ll make sure your assets are adequately protected and you’re running your business within the correct tax structure.
5. Taxation
   Are you paying the least amount of tax legally possible? We can structure your business to minimise tax and implement super strategies to reduce your assessable income.
6. Retirement
   Do you have enough to retire on? We’ll tailor a solution to help you achieve your goals.
7. Sale of Business
   Do you have a succession plan? We can help you estimate the worth of your business and maximise its sale price.
8. Estate Planning
   You’ve worked hard to achieve your success. Have you got a plan in place to leave your legacy?