Essentia Accounting & Financial Group

Essentia Accounting is a Certified Practising Accountants (CPA) firm located in the heart of Melbourne's Central Business District. Our primary focus is on providing strategic guidance and consulting services to forward-thinking business owners operating across a broad spectrum of industries. At Essentia Accounting, we believe that every client matters, and we are committed to communicating your path to financial success.

Over the past 25 years, we have established ourselves as a leading provider of specialist taxation, business advisory, and superannuation services to businesses and individuals. Our team is dedicated to being proactive, delivering efficient and professional services on a timely basis, and helping you meet the daily challenges you face. We take the time to understand your business, your vision, and your goals, working with you to develop a confident path to success. Our emphasis is on alleviating the stress of ongoing compliance, enabling us to focus on the continued profitability, growth, and success of your business, thereby allowing you to meet both your business and personal goals.

Our Expertise and Core Values

At Essentia Accounting, our expertise spans various areas of business, and we have a diverse range of products available upon request. Our core values of integrity, discipline, and excellence shape our behavior and attitude. As CPA's, we prioritize continued professional development, ensuring we are always up-to-date with the latest developments in accounting, tax, and superannuation issues.

Practice Areas

*Taxation & Accounting*

Essentia's taxation and accounting services extend beyond traditional business compliance. In addition to the preparation of tax returns and financial statements, we deliver proactive knowledge to help your business grow and improve profitability. Our services in this area include:

• Taxation planning and minimization strategies
• Preparation of income tax returns, financial statements, and business activity statements
• Management of cash flow and budgeting
• Accounting system setup, maintenance, and reports
• Bookkeeping and payroll services
• Advice on asset purchases, disposals, and depreciation
• Superannuation management and advice

*Business Advisory*

As specialists in the small and medium-sized business sector, we provide a range of business management tools to help our clients maximize the potential of their enterprises. These tools include:

• Cash flow and budgeting analysis
• Financial reporting and analysis
• Business performance reviews
• Business structuring and restructuring advice
• Risk management strategies
• Business succession planning
• Benchmarking and industry analysis

*Superannuation*

Self-managed superannuation funds (SMSF) are a viable alternative for many investors, particularly those seeking more control over their superannuation assets and greater flexibility with their investments. Our superannuation network of advisors manages the entire SMSF process, ensuring clients can leverage the broader investment flexibility and choices available. Our superannuation services include:

• Establishment and management of SMSFs
• Investment strategy development and implementation
• Compliance and regulatory requirements management
• Audit services
• Pension and retirement planning
• Insurance and estate planning
• Limited recourse borrowing arrangements

*Financial Planning*

Essentia Accounting collaborates with McLardy McShane to provide financial planning services. McLardy McShane aims to deliver the most professional and comprehensive financial services to all clients. Amanda Freeman, the Managing Director, has had a long-standing association with Essentia and will listen to your needs and concerns to develop customized plans that will achieve your goals.