Business Details
36 Years
experience
Your Trusted Partner for Accounting & Financial Planning in Ipswich
Established in 1990 by John Vogel, our firm has built a reputation for delivering tailored accounting and financial planning solutions to individuals and businesses across Ipswich. With over 30 years of combined experience, our team of certified professionals specialises in tax compliance, bookkeeping, business advisory, and strategic financial planning. We prioritise personalised service, leveraging our deep understanding of regulatory frameworks to help clients optimise financial outcomes.Our commitment to ongoing education ensures we remain at the forefront of industry developments, while our local focus allows us to address the unique needs of Queensland-based clients. By combining technical expertise with a client-centric approach, we empower businesses to achieve sustainable growth and individuals to attain financial security.
Services
Tax Services
Bookkeeping
Business Advice
Financial Planning
New Business Start-Ups
ATO Audit Representation
Superannuation Advice
Investment Planning
Cash Flow Management
Payroll Services
Details
- Year established: 1990
Highlights and features
- We offer over 30 years of combined experience in accounting and financial planning.
- Our team provides tailored solutions aligned with individual client needs.
- We maintain compliance with ATO and ASIC regulatory requirements.
- Our advisors hold professional certifications including CPA and ADFP designations.
- We deliver hands-on support for business start-ups and established enterprises.
Associations and certifications
- Professional Investment Services Pty Ltd (AFSL 234951)
What people say
Exceptional service
Expert advice
Timely responses
Stress-free experience
Tailored solutions
Services
Tax Services
We provide comprehensive tax return preparation and compliance services for individuals and businesses. Our expertise includes income tax, capital gains tax, and business activity statement lodgements. We specialise in identifying legitimate deductions to minimise tax liabilities while ensuring adherence to ATO regulations. Our proactive approach helps clients avoid penalties through accurate record-keeping and timely submissions.
Bookkeeping
Our bookkeeping services maintain accurate financial records using cloud-based accounting software. We manage accounts payable/receivable, payroll processing, and BAS/IAS lodgements. By implementing automated systems, we improve financial visibility and streamline reporting processes. Regular reconciliations ensure businesses remain audit-ready while supporting informed decision-making through real-time financial data.
Business Advice
We offer strategic business advisory focusing on growth and compliance. Services include entity structure selection, cash flow forecasting, and risk management strategies. Our team assists with business valuations, succession planning, and tax-effective structuring. We provide ongoing support for regulatory compliance with ASIC and ATO requirements, helping businesses navigate complex operational challenges.
Financial Planning
Our financial planning services cover retirement strategies, investment advice, and risk insurance solutions. We develop customised plans aligned with life goals, incorporating superannuation optimisation and estate planning. By analysing current financial positions, we create pathways to achieve short and long-term objectives while ensuring compliance with financial services regulations.
New Business Start-Ups
We support entrepreneurs through the business establishment process. Services include selecting appropriate legal structures, registering ABNs/ACNs, and setting up accounting systems. Our guidance covers tax registrations, compliance requirements, and financial forecasting. We provide ongoing advisory to ensure new ventures establish strong financial foundations while navigating early-stage challenges effectively.
People
John Vogel
Accountant Director
Founder with 30+ years' experience in accounting, specialising in business advisory and tax compliance. Holds FIPA designation and actively involved in local business community.
Shelly Felagai
Principal Advisor, Partner
Certified financial planner with expertise in wealth management and retirement strategies. Holds ADFP certification and oversees the firm's financial planning services.
Jasmin Villapana
Senior Accountant
Experienced in corporate tax and compliance, CPA qualified with focus on small business accounting solutions and client advisory services.
Nicholas Lofgren
Associate Accountant
Specialises in business start-ups and bookkeeping systems, currently completing Bachelor of Business (Accounting) degree.
Kimberley Armstrong
Client Relationship Officer
Manages client communications and administrative processes, with background in human resources and marketing.
Questions
What tax deductions can I claim as a small business owner?
Common deductions include operating expenses, employee wages, depreciation of assets, and professional fees. Our team helps identify all eligible claims.
How do I choose the right business structure?
We assess your specific needs and recommend structures like sole trader, partnership, company, or trust based on liability protection and tax efficiency.
What accounting software do you recommend?
We work with Xero, MYOB, and QuickBooks, selecting the most suitable platform based on your business size and operational requirements.
Can you assist with ATO audits?
Yes, we provide representation and support during ATO audits, ensuring proper documentation and compliance with tax regulations.
How often should I review my financial plan?
Annual reviews are recommended, with adjustments made for significant life changes or major financial events.
Do you offer fixed-fee accounting services?
We provide tailored packages with transparent pricing, including fixed-fee options for bookkeeping and tax compliance services.
