Business Details
Trusted Accounting & Business Advisory Services in Lilydale
OC Partners is a boutique accounting, taxation, and business advisory firm based in Lilydale, Victoria, with over 20 years of experience serving the Yarra Valley and surrounding areas. Our team combines lateral thinking and problem-solving expertise to deliver tailored financial solutions, leveraging cloud-based technologies like Xero to enhance efficiency and client growth. We prioritise innovation, continuous learning, and building strong relationships, ensuring our clients receive strategic advice aligned with their unique needs.Our services include tax compliance, business advisory, bookkeeping, and cloud accounting implementation, supported by certifications such as CPA Australia and Xero Certified Practice. We are committed to simplifying complex financial processes, enabling clients to focus on their core business while we handle compliance and advisory needs.
Services
Business Advisory
Tax Compliance
Bookkeeping
Cloud Accounting
Xero Add-Ons
Highlights and features
- We offer 20+ years of experience in accounting and taxation advisory.
- Our team are Xero-certified experts with cloud accounting specialisation.
- Tailored financial solutions for businesses in the Yarra Valley region.
- We prioritise innovation and continuous professional development for clients.
- Client-focused approach combining compliance with strategic business growth.
Associations and certifications
- CPA Australia
- Xero Certified Practice
Services
Business Advisory
We provide tailored financial strategy and business development guidance to help clients optimise operations and achieve growth. Our expertise includes financial forecasting, tax structuring, and succession planning. With a focus on innovation, we deliver actionable insights to support long-term business success.
Tax Compliance
Our tax compliance services cover individual and business tax returns, GST, capital gains tax, and FBT. We ensure accurate submissions while identifying opportunities for tax minimisation. Clients benefit from our deep understanding of evolving tax regulations and industry-specific requirements.
Cloud Accounting
We implement cloud-based accounting solutions like Xero to streamline financial processes and improve real-time data access. Our team provides software selection, migration, and training to enhance efficiency. This service reduces administrative burdens and supports informed business decision-making.
Bookkeeping
Our bookkeeping services include payroll, bank reconciliations, and financial statement preparation. As Xero-certified partners, we ensure accurate, up-to-date records for compliance and strategic planning. We support businesses in maintaining financial clarity and operational efficiency.
Xero Add-Ons
We recommend and implement Xero-compatible tools like Happy HR to enhance business functionality. These add-ons improve HR compliance, automate workflows, and reduce administrative tasks. Our expertise ensures seamless integration tailored to clients' specific operational needs.
People
Ben Caines
CPA
Ben has over a decade of public accounting experience, specialising in tax planning, business structuring, and technology-driven efficiencies. He holds a Bachelor of Business (Accounting) and is a Xero-certified advisor.
Jason Olszewski
CPA
Jason combines 10 years of tax and accounting expertise with practical construction industry experience. He focuses on complex tax solutions, business recovery, and cloud accounting implementation for diverse industries.
Questions
What accounting services do you offer?
We provide tax compliance, business advisory, bookkeeping, cloud accounting, and Xero add-on integration tailored to individual and business needs.
Are you Xero-certified accountants?
Yes, we are Xero-certified advisors with expertise in cloud accounting solutions and software implementation for businesses.
How does cloud accounting benefit my business?
Cloud accounting offers real-time financial insights, automated updates, multi-user collaboration, and reduced IT costs through secure online platforms like Xero.
What industries do you specialise in?
We work with clients in construction, healthcare, property development, trades, and small-to-medium enterprises across the Yarra Valley region.
Do you offer tax planning services?
Yes, we provide strategic tax planning, GST compliance, and structuring advice to help clients minimise liabilities and maximise financial efficiency.
