Business Details
33 Years
experience
Your Trusted Accounting Partner in Melbourne
Established in 1993, ATM Consultants has built a reputation as a trusted accounting firm dedicated to delivering comprehensive financial solutions. Our team of certified professionals specialises in accounting, taxation, business advisory, and self-managed super fund administration, serving both business and private clients. We prioritise long-term client relationships, offering personalised service through dedicated client managers who understand individual needs. Our approach combines technical expertise with strategic thinking, ensuring clients receive tailored advice to enhance and protect their wealth. As a CPA-accredited firm, we invest heavily in staff training and maintain systems to guarantee work quality while providing value for money.Our network of specialists allows us to coordinate multidisciplinary support, ensuring clients benefit from holistic financial strategies. We leverage cloud technology to streamline administrative tasks, enabling clients to focus on strategic decision-making. Active in the accounting profession and local community, we contribute to CPA Australia and various community groups. Our commitment to independence ensures all advice aligns with client interests, supported by proactive tax planning and compliance management. With decades of combined experience, our team delivers actionable insights that drive business growth and personal financial success.
Services
Accounting
Taxation
Self-Managed Super Fund
Financial Planning
Cloud Solutions
Details
- Year established: 1993
Highlights and features
- 30+ years of combined experience in accounting and taxation
- CPA-accredited specialists with technical expertise in SMSF administration
- Personalised service through dedicated client managers
- Proactive tax planning to optimise wealth creation
- Integrated cloud solutions for real-time financial insights
Associations and certifications
- CPA Australia
Services
Accounting
We create tailored accounting systems that streamline financial management while ensuring compliance. Our cloud solutions provide real-time data access for strategic decision-making. With certifications in Xero and QuickBooks, we deliver virtual CFO services that enhance business growth through accurate financial reporting and cashflow management.
Taxation
Our proactive tax planning minimises liabilities while maintaining compliance with evolving regulations. We specialise in asset structuring and specialised tax advice for businesses and individuals. With expertise in Australian tax law, we ensure optimal wealth creation through strategic compliance and minimised tax obligations across personal and business portfolios.
Self-Managed Super Fund
We provide comprehensive SMSF administration with packages tailored to fund complexity. Our services include compliance monitoring, annual audits, and digital asset valuation. From basic administration to premium compliance packages, we ensure regulatory adherence while simplifying superannuation management through cloud-based platforms and expert advisory support.
Business Advisory
Our advisory services focus on strategic business growth and personal wealth protection. We offer management accounting, financial planning, and business structure optimisation. By integrating accounting systems with tailored advice, we help clients make data-driven decisions that enhance long-term financial outcomes for businesses and individuals at all life stages.
Cloud Solutions
We implement cloud-based accounting platforms like Xero and QuickBooks to modernise financial management. These solutions enable real-time reporting, automated compliance, and secure data sharing. Our certified experts ensure seamless system integration, providing clients with accessible, up-to-date financial insights that support informed decision-making and operational efficiency.
People
Stephen Jones
Partner
Founding partner with expertise in strategic business advisory and tax training for CPA Australia. Holds B Bus (Accounting), Dip Ed, Dip FP, AFP, FCPA qualifications. Active in community sports organisations.
Graeme Ewart
Partner
Co-founder since 1983 specialising in wealth creation strategies. B Bus (Accounting) qualified CPA member with extensive community involvement in sporting groups.
Jess McCarthy
Senior Accountant
Cloud accounting expert certified in XERO and QuickBooks Online. Specialises in small business systems integration and strategic financial reporting. Holds B.Bus (Accounting) and CPA qualifications.
Jo Bailey
Senior Accountant
Combines corporate tax experience with public practice expertise. B Bus (Accounting) qualified CPA with focus on tax law compliance and client-focused financial solutions.
Laura Farrar
Office Manager/SMSF Administration
Ensures operational efficiency with dual qualifications in exercise science and commerce. Manages SMSF administration processes and client communications.
Questions
What accounting software platforms do you support?
We specialise in Xero and QuickBooks Online, providing implementation, training, and ongoing support for cloud accounting solutions.
Do you offer SMSF compliance packages?
Yes, we provide tiered SMSF administration including basic compliance, essential packages, and add-on compliance monitoring services.
How do you ensure tax compliance for businesses?
Through proactive tax planning, asset structuring, and regular compliance reviews to maintain adherence with ATO regulations.
Can you assist with business succession planning?
Our advisory services include business structure optimisation and succession planning strategies tailored to client goals.
What are your fee structures for accounting services?
We offer transparent pricing with fixed fees for standard packages and tailored quotes for complex requirements.
Do you provide financial planning services?
Yes, we offer integrated financial planning covering superannuation, retirement strategies, and wealth protection solutions.
