Business Details
Your Trusted Partner for Accounting Solutions in Wodonga
Established as a fast-growing firm of Certified Practicing Accountants in Wodonga, we deliver tailored accounting and financial services to clients across Australia. Our team prioritizes prompt service with a personal touch, ensuring every client receives meticulous attention to detail and unwavering commitment to quality. With expertise in tax compliance, business valuations, and self-managed superannuation funds, we combine technical proficiency with a deep understanding of diverse industries. Our directors, Marc Lidgerwood and Sophie Wade, lead a dedicated team that consistently exceeds client expectations through transparent communication and proactive advice.Over a decade of client testimonials attests to our ability to simplify complex financial matters while maintaining a client-first approach. We specialize in accounting software integration, including MYOB, QuickBooks, and Xero, ensuring seamless financial management for businesses of all sizes. Our reputation for honesty and reliability has made us a trusted partner for entrepreneurs, graziers, and directors seeking expert financial guidance.
Services
Accounting & Financial Reporting
Tax Compliance
Business Advice
Self-Managed Superannuation Funds
Business Valuations
Highlights and features
- We offer over a decade of proven expertise in tax compliance for diverse industries.
- Our team provides personalized accounting software integration with MYOB, QuickBooks, and Xero.
- We specialize in self-managed superannuation funds with tailored management strategies.
- Our directors hold Certified Practicing Accountant qualifications with B.Bus(Acc) degrees.
- We maintain a 98% client retention rate through proactive, transparent financial guidance.
Associations and certifications
- CPA Australia
What people say
Second to none
Prompt when needing advice
Personal touch
Integral part of my business
Nothing ever seems to be a problem
Services
Tax Compliance
We provide comprehensive tax compliance solutions including business activity statements, income tax returns, and entity-specific tax structuring. Our team ensures adherence to ATO requirements while optimizing tax outcomes. Clients benefit from proactive compliance monitoring and tailored advice to minimize liabilities.
Self-Managed Superannuation Funds
Specialized setup and management of self-managed superannuation funds with ongoing compliance support. We offer strategic investment advice and trustee education to maximize retirement outcomes. Our services include fund audits, tax returns, and regulatory reporting tailored to individual circumstances.
Business Valuations
Accurate business valuations for mergers, acquisitions, or succession planning using industry-specific methodologies. We analyze financial performance, market conditions, and growth potential to deliver defensible valuations. Clients receive detailed reports supporting informed decision-making for transactions or strategic planning.
Accounting Software Services
Expert implementation and support for MYOB, QuickBooks, and Xero platforms with customized workflow integration. Our team provides training, data migration, and system optimization to enhance financial management efficiency. Clients gain real-time financial insights through tailored reporting dashboards.
New Business Advice
Comprehensive advisory services for new businesses covering entity selection, cashflow forecasting, and compliance frameworks. We develop tailored financial strategies to support sustainable growth from inception. Clients receive ongoing mentoring to navigate early-stage challenges and opportunities.
People
Marc Lidgerwood
Director
Certified Practicing Accountant with a Bachelor of Business (Accounting), specializing in tax compliance and business advisory services for Australian enterprises.
Sophie Wade
Director
CPA-qualified accountant holding a Bachelor of Business (Accounting), providing strategic financial guidance to businesses across diverse industries including agriculture and construction.
Louise Miller
Senior Accountant
Experienced CPA with a Bachelor of Business (Accounting), delivering expert financial reporting and compliance solutions to corporate clients nationwide.
David Muldoon
Taxation Accountant
CPA-qualified professional with a Bachelor of Commerce, specializing in complex tax compliance and advisory services for business entities.
Jacob Krautz
Graduate Accountant
Emerging accounting professional providing technical support across financial reporting, compliance, and business advisory services under senior supervision.
Questions
What accounting software platforms do you support?
We provide expert support for MYOB, QuickBooks, and Xero platforms, including implementation, training, and system optimization.
Do you specialize in any particular industries?
While serving diverse sectors, we have particular expertise in agricultural enterprises, construction, and small-to-medium businesses.
How do you handle complex tax compliance?
Our team specializes in entity-specific tax structuring and compliance, ensuring ATO adherence while optimizing tax outcomes.
What SMSF services do you offer?
We provide complete SMSF lifecycle management including setup, compliance reporting, tax returns, and investment strategy development.
Can you assist with business valuations?
Yes, we deliver detailed business valuations using industry-standard methodologies for transactions or strategic planning purposes.
