Business Details
29 Years
experience
Trusted Accounting Services in Kingston
Hale Financial is a progressive accounting practice dedicated to delivering high-quality service and value to clients. Established in Kingston in 1997, we have expanded our expertise to offer a comprehensive range of financial services tailored to diverse industries, including construction, retail, healthcare, and technology. Our team prioritizes personalized, obligation-free consultations to understand client needs and provide targeted solutions.With proficiency in cloud-based accounting platforms like Xero and MYOB, we ensure data security and accessibility while supporting businesses through tax compliance, strategic planning, and growth initiatives. Our commitment to client relationships and industry-specific insights positions us as a trusted partner for financial success.
Services
Tax Returns
Business Sale/Purchase
Business Structures
Superannuation Advice
SMSF Administration
Tax Planning
Investment Property Advice
Bookkeeping Services
Details
- Year established: 1997
Highlights and features
- We have over 25 years of experience serving Kingston businesses.
- Our team specializes in cloud-based accounting software integration.
- We offer tailored financial strategies for diverse industries.
- Personalized consultations ensure client-specific solutions.
- Chartered Accountants with expertise in tax minimization and compliance.
Services
Tax Returns
Hale Financial prepares accurate and timely tax returns for individuals and businesses. Our team ensures compliance with evolving regulations while identifying deductions to optimize refunds. Clients benefit from clear guidance and support during audits or disputes.
Business Sale/Purchase
We guide clients through buying or selling businesses, from valuation to structuring transactions. Our expertise in tax implications and legal frameworks ensures seamless transitions. Clients receive strategic advice to maximize value and minimize risks during acquisitions or divestitures.
SMSF Administration
Hale Financial specializes in self-managed super fund administration, offering compliance and investment strategy advice. We help clients manage retirement savings with tailored solutions. Our Xero-qualified team ensures accurate record-keeping and regulatory adherence for SMSFs.
Bookkeeping Services
Using Xero and MYOB, we provide cloud-based bookkeeping to maintain up-to-date financial records. Services include payroll, invoicing, and reconciliation for businesses. Clients gain real-time insights into cash flow and financial health through secure, accessible platforms.
Tax Planning
Our tax planning services identify legal opportunities to minimize liabilities for businesses and individuals. We analyze income, investments, and business structures to create efficient strategies. Proactive planning ensures compliance while preserving wealth for long-term goals.
People
Richard Hale
Managing Director
B.Bus (Accounting), Dip.FP, Chartered Accountant with 25+ years in public practice. Specializes in taxation compliance, business structures, and small business advisory. Focuses on client relationships and practical financial solutions.
Belinda Fitzgerald
Senior Accountant
B.Bus (Accounting & Human Resources), Chartered Accountant with 20+ years in public practice. Expertise in accounting software, SMSF administration, and client relationship management. Accredited Xero consultant ensuring tech-driven efficiency.
Jenny Leitch
Senior Accountant
B.Com (Accounting & Finance), Dip.FP, CPA with experience in taxation, financial planning, and bookkeeping. Skilled in addressing diverse client needs. Accredited Xero consultant supporting cloud-based financial management solutions.
Mital Sutariya
Senior Accountant
B.Com, ASA with CPA Australia membership. Specializes in tax and accounting for small businesses. Delivers end-to-end support focused on profitability and compliance. Proficient in cloud accounting platforms for streamlined operations.
Leanne Gill
Office Administrator
Experienced bookkeeper with practical business ownership insights. Manages MYOB and Xero systems for client financial records. Provides administrative support grounded in real-world business challenges and solutions.
Questions
What accounting services does Hale Financial offer?
We provide tax returns, business sale/purchase advisory, SMSF administration, bookkeeping, and tax planning tailored to diverse industries.
How does Hale Financial support small businesses?
We offer strategic advice on business structures, funding, and tax minimization, leveraging 25+ years of local expertise to drive growth and compliance.
Do you use cloud-based accounting software?
Yes, we utilize Xero and MYOB in the cloud for secure, real-time financial management and data accessibility.
Can Hale Financial assist with self-managed super funds?
Yes, our team specializes in SMSF setup, compliance, and investment strategies, ensuring regulatory adherence and optimized retirement planning.
What industries do you work with?
We serve clients in construction, retail, healthcare, technology, real estate, and more, offering industry-specific financial solutions.
Is there an obligation-free consultation?
Yes, we offer relaxed, no-commitment discussions to understand your needs and propose tailored financial strategies.
